Boutique Service & Institutional Strength.
Invested in our Clients’ Success.
Comprehensive & specialized services for private and institutional funds
Learn MoreHighly customizable investing structures for institutional investors
Learn MoreExperienced program management and services for public plans
Learn MoreSolutions for launching, servicing & converting registered funds
Learn MoreBoutique Service & Institutional Strength.
Invested in our Clients’ Success.
Solutions for launching, servicing & converting registered funds
Learn MoreComprehensive & specialized services for private and institutional funds
Learn MoreHighly customizable investing structures for institutional investors
Learn MoreExperienced program management and services for public plans
Learn MoreBoutique Service & Institutional Strength.
Invested in our Clients’ Success.
Solutions for launching, servicing & converting registered funds
Learn MoreComprehensive & specialized services for private and institutional funds
Learn MoreHighly customizable investing structures for institutional investors
Learn MoreExperienced program management and services for public plans
Learn More
A holistic approach to servicing funds
Building valued relationships for ongoing success
Compliance solutions to keep firms up-to-date
Are we at an inflection point for sustainable investing?
Michael Jantzi, Founder of Sustainalytics, spoke at the Morningstar Virtual Conference and shared his insights on the current market and impact on sustainable investing. He believes we’re at an inflection point [...]
THE NEED FOR YIELD — Why Should Asset Managers Consider Launching an INTERVAL or TENDER OFFER FUND, and What Do They Need to Know
As we have returned to a period of ultra-low interest rates, investors have a genuine need for products that may offer reasonable yields. That need is across the board, [...]
Ultimus Names Kelly Ramsey Gooch to Lead Client Relationship Management for Private Fund Administration
CINCINNATI, OHIO – December 2, 2020 - As a leading independent provider of full-service fund administration, accounting, and investor solutions, Ultimus Fund Solutions® (Ultimus®) is pleased to welcome Kelly Ramsey [...]
Ultimus Announces Addition of uETF™ Application to uSUITE® Platform
CINCINNATI, OHIO – November 17, 2020 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to announce the release of [...]
What will asset managers be planning for in 2021?
Join our panel of industry professionals as Dave Carson, SVP of Client Strategies with Ultimus, moderates a discussion to explore today’s market and the product trends. Panelists will propose ideas to broaden your product offerings to increase investor reach.
Learning Objectives:
- Evaluating the benefits of offering strategies in multiple vehicles
- Assessing the current market and product trends for the following products:
- ETFs
- Interval funds
- Private funds
- CITs
- Robo advisory
- Analyzing the advantages and disadvantages
- Identifying top considerations for product development
- Market segmentation
- Consumption & distribution
- Digital engagement strategies
- Providing actionable steps for moving from consideration to implementation & launch
Featuring the following presenters:
Sandra Powers, CEO/CCO, Ark Global LLC, Author of The Road to AUM
John Hunt, Partner, Sullivan & Worcester LLP
Adam Kornegay, SVP Business Development, Ultimus Fund Solutions
Dave Carson, SVP Client Strategies, Ultimus Fund Solutions (Moderator)
Interested? Inquire with your Ultimus Relationship Manager for registration details.
Please join us for the third and final session of our series on exchange-traded funds. Our panel of experienced ETF professionals will explain the steps and considerations needed to launch actively managed ETF’s into the market.
Discussion Topics:
- Recap from Part 1 & 2
- What you need to know to launch an ETF
- Vident functionality and support for marketing efforts
- Importance of distribution planning
- Do’s and don’ts
- Year-end planning ideas
Featured presenters:
Scott Szever, Director, Exchange Traded Products, New York Stock Exchange
Rafael Zayas, Head of Portfolio Management and Trading, Vident Investment Advisory LLC
Larie Lydick, VP ETF and Mutual Fund Services, Ultimus Fund Solutions
Alma Piscitello, EVP, Relationship Management, Ultimus Fund Solutions (Moderator)
Interested in attending? Contact your Ultimus Relationship Management Representative for registration details.