UMB Fund Services Launches New Distribution Toolkit
MILWAUKEE, June 21, 2016 /PRNewswire/ -- UMB Fund Services (UMBFS) has launched a new distribution toolkit aimed at providing small to mid-size asset managers assistance in building and growing their distribution strategy. The toolkit supports clients' needs in each stage of a product's life cycle from development to launch to actively raising assets.
"Through a bundled offering, we are able to provide our clients an efficient and resourceful distribution toolkit that includes unique consultative product and distribution strategy offerings, as well as insightful tools and analytics focused on market intelligence and sales opportunities," said Tony Fischer, President of UMB Fund Services. "Our focus at UMB continues to be on adding value and helping our clients grow their businesses – the distribution toolkit allows us to do just that in a scalable way."
Key offerings include business intelligence services, distribution strategy optimization through a partnership with FUSE Research Network, statutory underwriter and distributor services*, outbound calling and marketing services. The distribution toolkit is available to current and new clients servicing both start-up and established mutual fund, closed end fund and ETF products.
About UMB Fund Services
UMB Fund Services, headquartered in Milwaukee, Wis., offers a complete line of products and services to the fund industry, including administration, fund accounting, distribution, investor services and transfer agency, and alternative investment services; custody services through UMB Bank, n.a.; and turnkey solutions including series trust, collective trust, and registered alternative investment services. It serves more than 200 clients with combined assets of more than $180 billion as of March 31, 2016. For the past seven years, the company has been named one of the top midsize employers in southeastern Wisconsin by the Milwaukee Journal Sentinel. UMB Financial Corporation (Nasdaq: UMBF), the parent company of UMBFS, is a financial services holding company with more than $19.3 billion in banking assets as of March 31, 2016, headquartered in Kansas City, Mo.
*Statutory underwriter and distributor services provided by UMB Distribution Services, LLC.
For more information please contact:
Kelli Christman, 816.860.5088
[email protected]
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SOURCE UMB Fund Services
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