Report
Unlisted closed-end funds continue to establish a market presence as more strategies launch and adoption grows among advisors. In this report, we explore how a 100-year-old investment vehicle has flourished since 2014. Given their unique impact and value as investment vehicles and portfolio construction options for all levels of investors, it’s no wonder that what’s old is new (and now proven) yet again.
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Download our report, produced in partnership with FUSE Research Network, to review a market update reflecting on data through the first half of 2024, as well as insights into top investment categories, strategies, pricing and top performing funds.
UMB Fund Services is a leader in unlisted closed-end fund servicing, offering a unique servicing technology and a start-up platform both designed specifically for unlisted CEFs. We offer a broad array of services for mutual funds and alternative investments, including turnkey solutions, to help clients bring new products to market and position themselves for future growth.
At UMB, we excel at adapting in an ever-changing market environment. This agility positions our operation to meet client needs now and in the future.
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