Fund Distribution and Asset Raising Support
Strategic asset raising support to help you plan and execute a successful distribution strategy
Whether you are a start-up or established asset manager, UMB Distribution Services offers a full range of asset raising services to help you achieve your goals as you grow.
Customized and innovative support
Exclusive partnerships with preferred providers allow UMB to deliver cost-effective access to expertise and solutions that meet your product development, sales, marketing and platform strategy needs.
Insight into your competitors and markets
Experienced professionals can help you understand the marketplace and effectively position products against the competition.
Experienced compliance support and services
Registered principals with thorough knowledge of FINRA Rules and regulations including advertising review and registered representative licensing services to help you communicate your message in a compliance manner.
Your critical partner in growth
From conception, to launch into to active asset raising, we partner with you to best position your firm for growth and determine the distribution services that drive long-term success.
Our experienced distribution team and distribution toolkit partners can evaluate your strategies against industry best practices to help you effectively grow assets*
Product
- Design and pricing
- Market positioning
- Product rationalization
Marketing
- Branding
- Content strategy and development
- Marketing and lead generation
- Public relations
- Website development
Sales
- Sales strategy and support
- National account services
- Prospect data solutions
Distribution
- Strategy development
- Competitive analysis
- Market share and opportunity analysis
- Statutory distribution
Key services
Expert guidance to support your fund distribution strategy
Unlisted Closed-End Funds: Actionable insights for your product launch
January 2022
Experts weigh in on structures, strategies, and distribution opportunities for unlisted closed-end funds.
ETF Market Update with FUSE & NYSE
June 2021
Join UMB with FUSE Research Network and the New York Stock Exchange as they break down the current market for exchange traded products and important considerations for new issuers.
FEATURED INSIGHTS
Registered funds regulatory and tax insights – Spring 2023
The UMB Fund Services registered fund accounting, administration and tax teams consolidated the most impactful regulatory and tax developments in the fund industry from spring 2023.
FEATURED INSIGHTS
Three questions about fund distribution services
Learn how a consultative approach to distribution services can help asset managers move faster and remain compliant.
Connect with our experienced team today
*Statutory underwriter/distributor services provided by UMB Distribution Services, LLC. Additional services provided by UMB Fund Services and selected professional partners.