Investment Management for Institutions and Nonprofits
We deliver a fiduciary partnership that keeps your mission first—right where it should be
UMB Institutional Investment Management is a specialized team of individuals dedicated to the nonprofit and institutional markets of UMB’s Investment Management division.
Risk management
Our focus on risk management and due diligence can serve you and your institution and is a focus of our investment philosophy.
Partnering with your team
Our team acts as an extension of an institution’s staff and board of directors as we partner with you to help you succeed in your mission.
Strength and stability
With UMB, you receive the benefits of a large financial institution that has weathered all economic cycles for more than 100 years.
Schedule a consultation with one of our investment strategists
How we work for you and with you
UMB provides you with direct access to a strong and diverse investment team, a high level of due diligence and oversight, and exemplary client service to form a mutually beneficial partnership. We know an organization’s priorities and funding goals can evolve over time, and the investment landscape can change in an instant. That’s why UMB offers a full suite of advisory and discretionary investment management services that allow you to optimize your organization’s assets.
Your fiduciary and an investment resource
We are a fiduciary investment manager, providing discretionary asset management, custody, and advisory services. UMB can take on the responsibility of an outsourced chief investment officer and will be responsible for all aspects of investment management, making decisions on behalf of the board and finance committee within the scope of your investment policy statement.
Asset allocation
Our investing philosophy is consistent, with a foundation in strategic asset allocations and diversification among asset classes and market capitalizations in a portfolio. We dedicate tremendous resources to asset allocation research and analysis, with a two-prong approach featuring both longer-term, strategic asset allocation and short-term, more opportunistic, tactical asset allocation.
Open architecture
UMB partners with the most capable investment managers in the world. Our open architecture platform is the key to developing highly-customized investment portfolio solutions. We combine passive and active investment strategies to balance alpha-seeking opportunities and low-cost market exposure.
Not a nonprofit?
If you are a foundation, pension plan provider, hospital—or something else—looking to invest, you have access to the same support and service we provide nonprofits. Our suite of investment solutions can meet the needs of a variety of institutions. Schedule a consultation with one of our team members to get started.
We fulfill the functions of an outsourced chief investment officer and handle all aspects of investment management, including:
Environmental, social and governance (ESG) investing
Institutions often have a fiduciary responsibility to align investments with the values and mission of that organization. By leveraging UMB’s current process for portfolio managers and adding an additional layer of ESG factors or screens, you can receive socially responsible investing options without sacrificing performance.
- SVG
Your best interests always come first
- SVG
We emphasize risk adjusted returns and risk management
- SVG
A customized portfolio based on your unique goals and constraints
- SVG
Aligning with a core investment policy statement defined in collaboration with your organization
Explore the Latest Economic Insights
Catch up with us each month to review the latest economic forecasts, news and webinars from our investment management team.
Are You an Individual Investor?
We deliver a full-service experience with a dedicated wealth advisor team providing customized investment guidance based on your goals.
UMB Institutional Investment Management is a division within UMB Bank, N.A. that manages active portfolios for employee benefit plans, endowments and foundations, fiduciary accounts, other institutional accounts and individuals.
This is provided for informational purposes only and contains no investment advice or recommendations to buy or sell any specific securities. Statements in this report are based on the opinions of UMB Institutional Investment Management and the information available at the time this piece was published.
All investments involve risk, including the possible loss of principal. Past performance is no guarantee of future results. Neither UMB Investment Management nor its affiliates, directors, officers, employees or agents accepts any liability for any loss or damage arising out of your use of all or any part of this piece.
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Securities offered through UMB Financial Services, Inc., Member FINRA
, SIPC or the Investment Banking Division of UMB Bank, n.a.
You may not have an account with all of these entities.
Contact your UMB representative if you have any questions.
Investment and Insurance Products are:
NOT FDIC INSURED | NO BANK GUARANTEE | NOT A DEPOSIT |NOT INSURED BY ANY GOVERNMENT AGENCY | MAY LOSE VALUE