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Alternative Investments

UMB offers a full suite of liquid and private placement alternative investments.

Our investment managers are dedicated to a portfolio monitoring strategy that includes being proactive, keeping a sharp eye on interest rates and equity valuations, and ensuring your portfolio is diversified and stable. With this in mind, alternative investments are unique assets that may offer less volatility regardless of which way the market is headed, which can make them important to a variety of portfolios.

The term alternative investment casts a broad net, but it typically refers to any investment that is not one of the three traditional asset types traded in the securities market: stocks, bonds and cash. The variety of forms include:

  • Hard assets
  • Infrastructure
  • Public and private real estate
  • Hedge funds
  • Private equity investments
  • Commodities

Adding alternative investments to your portfolio might reduce the impact of a market downturn. If even a small percentage of a portfolio is designated to alternative investments, volatility could potentially be reduced enough to affect cumulative performance.

Research and analysis
UMB's approved alternative investments include diverse return objectives, but share a common emphasis on providing differentiated returns in a risk-controlled manner. Our investment product research group applies the same oversight and due diligence to alternatives as it does to the entire open architecture platform.

UMB's investment management team can help you determine your unique risk-tolerance and time horizon, while providing experience-based insight into asset allocations to help ensure your portfolio is diversified and balanced according to your goals.

For more information about our investment management services, contact us at 800.545.6101.

Investment management services are provided by UMB Investment Management Services, a department of UMB Bank, n.a.