Key Takeaways
- • UMB Fund Services has been recognized as Best Liquid Alternatives '40 Act' Fund Administrator, reflecting its position as a national leader in registered and alternative investment fund administration services.
- • The firm experienced continued growth in liquid alternatives during 2018, demonstrating sustained market demand for registered alternative products and UMB's competitive standing in this segment.
- • UMB Fund Services provides comprehensive back-office solutions spanning fund accounting, administration, fund tax services, and portfolio reporting across hedge funds, funds of funds, registered hedge funds, and private equity vehicles.
- • The company brings decades of experience in both registered investment company services and alternative investment administration, positioning it as a multi-asset class service provider for institutional clients.
Summary
UMB Fund Services has been named Best Liquid Alternatives '40 Act' Fund Administrator, recognizing its role as a leading provider of fund administration services for registered alternative investment products. The designation reflects the firm's capabilities and market position within the competitive landscape of alternative fund servicing.
The company experienced measurable growth in its liquid alternatives business during 2018, driven by institutional demand for registered alternative products that serve as downside buffers and volatility management tools with uncorrelated market exposure characteristics. This expansion underscores the institutional market's continued appetite for alternative strategies accessible through registered fund structures, where UMB has established itself as a preferred administrator.
UMB Fund Services operates as a comprehensive back-office service provider, offering a full suite of capabilities including fund accounting, administration, tax services, and reporting functions. The firm serves multiple fund categories—including hedge funds, funds of funds, registered hedge funds, and private equity vehicles—leveraging decades of experience across both traditional and alternative investment spaces. The breadth of its service platform positions UMB to support complex multi-strategy portfolios and specialized investment vehicles requiring institutional-grade operations infrastructure.
The recognition as Best Liquid Alternatives '40 Act' Fund Administrator reflects UMB's sustained competitive differentiation in a market segment where operational excellence, regulatory compliance under the Investment Company Act of 1940, and deep domain expertise are critical value drivers for institutional clients evaluating fund service providers.
The company experienced measurable growth in its liquid alternatives business during 2018, driven by institutional demand for registered alternative products that serve as downside buffers and volatility management tools with uncorrelated market exposure characteristics. This expansion underscores the institutional market's continued appetite for alternative strategies accessible through registered fund structures, where UMB has established itself as a preferred administrator.
UMB Fund Services operates as a comprehensive back-office service provider, offering a full suite of capabilities including fund accounting, administration, tax services, and reporting functions. The firm serves multiple fund categories—including hedge funds, funds of funds, registered hedge funds, and private equity vehicles—leveraging decades of experience across both traditional and alternative investment spaces. The breadth of its service platform positions UMB to support complex multi-strategy portfolios and specialized investment vehicles requiring institutional-grade operations infrastructure.
The recognition as Best Liquid Alternatives '40 Act' Fund Administrator reflects UMB's sustained competitive differentiation in a market segment where operational excellence, regulatory compliance under the Investment Company Act of 1940, and deep domain expertise are critical value drivers for institutional clients evaluating fund service providers.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.