Private Credit Innovation Propels UMB to Industry Recognition

What's New UMB has launched a groundbreaking CLO Trustee and Loan Administration group within its Corporate Trust division, marking a significant expansion of its private credit capabilities and earning the company a prestigious Global Custodian Innovation Award.

Why It Matters This strategic move positions UMB at the forefront of the rapidly evolving private credit market, particularly in registered funds, where institutional investors are increasingly seeking sophisticated one-stop solutions for complex investment vehicles.

Big Picture Drivers

• Technology - Implementation of modern investment recordkeeping platform eliminates manual processes and enables handling of complex products

• Integration - New CLO Trustee services complement existing fund administration business, creating seamless service delivery

• Efficiency - Cloud migration and automated tracking systems have freed internal resources for enhanced client support

• Market Leadership - Dominant position in unlisted closed-end fund administration provides strong foundation for expansion

By The Numbers

• Market Position: #1 in unlisted closed-end fund administration

• Process Impact: Dozens of manual workarounds eliminated

• Service Coverage: 2 major divisions integrated (Corporate Trust and Fund Administration)

• Platform Updates: 3 major technology implementations completed in 2024

Key Trends to Watch Private credit demand continues to surge across institutional portfolios, requiring increasingly sophisticated administration solutions. Technology integration is becoming a critical differentiator in fund services capabilities. The convergence of traditional and alternative investment vehicles is driving demand for unified service providers. Complex product structures are requiring more advanced portfolio reporting and tracking systems.

The Bottom Line for Investors UMB's strategic investments in technology and service expansion position it as a leading beneficiary of the private credit boom, with enhanced capabilities to capture market share in the growing registered funds space while delivering improved operational efficiency.