Deliver your ETF to market with support from an experienced team who offers a consultative approach from concept to launch—and beyond.
Deliver your ETF to market with support from an experienced team who offers a consultative approach from concept to launch—and beyond.
While today’s market activity continues to present challenges for asset managers, we have doubled down on our focus on you.
Access a powerful partnership of firms and experienced ETF service providers to serve your existing or newly launched ETF—whether through your own trust or as part of a multiple series trust.
Experience flexible ETF servicing solutions and seamless support designed for your unique needs at competitive pricing.
Whether you leverage an existing trust or utilize our multiple series trust offering, UMB offers a comprehensive service set and industry knowledge to guide you. Our network of preferred partners offers clients marketing support and ETF ecosystem introductions to help accelerate your progress.
We offer strategic capital raising support to help you execute your fund plan and deliver for your investors. Whether you are a start-up or established asset manager, UMB Fund Services offers a full range of asset raising services to help you achieve your goals as you grow.
Explore fund distribution servicesAs the semi-transparent ETF industry enters its second year, new entrants will need to decide whether to launch new strategies, replicate existing ones, or convert mutual funds into ETFs. The following report provides an overview of the semi-transparent ETF industry including the various models that have emerged plus distributors’ perspectives on this emerging product.
Our multiple series trust platform provides a cost-effective means of operating an ETF, and we provide fund administration, tax, and distribution services to support your ETFs.
Whether you have an existing fund or are planning to start one, our ETF servicing experts will help you capitalize on the benefits of participating in a series trust.
UMB Fund Services is a national leader in registered and alternative investment fund services with decades of experience.
Explore more*Services provided through preferred partners.
**Services provided by UMB Distribution Services, LLC.