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
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SOURCE UMB Fund Services