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
Kelli.Christman@umb.com
Logo - http://photos.prnewswire.com/prnh/20160621/381861LOGO
To view the original version on PR Newswire,
visit:http://www.prnewswire.com/news-releases/umb-fund-services-launches-new-distribution-toolkit-300288011.html
SOURCE UMB Fund Services