Strong demand for alternative strategies in semi-liquid vehicles continues to drive growth in the unlisted closed-end fund space.
After underwhelming performance in 2022 along with overall industry trends, investors with longer-term outlooks kept faith in these vehicles—interval and tender-offer funds—that, by construct, limit liquidity.
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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.