Institutional Strength & Boutique Service.
Invested in our Clients’ Success.
Comprehensive & specialized services for private and institutional funds
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
Mutual Fund Board Considerations for Insurance in 2021
With 2021 well underway, fund boards will inevitably meet to consider insurance renewals at some point in the near future. Here are a few items for fund boards to [...]
The Expansion of ‘Model Portfolios’: Gaining Ground & Providing Efficiencies
Modern portfolio theory was introduced in the early ’50s and until the financial crisis in 2008 it was widely regarded as the optimal way to manage risk in a [...]
Ultimus Appoints Frank Anduiza to Lead Sales Management Efforts for Private Fund Administration Services
Cincinnati, OHIO – May 3, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent technology driven provider of full-service fund administration, accounting, and investor solutions, is pleased to announce the addition [...]
Ultimus Named Fund Servicing Partner for USA Mutuals
CINCINNATI, OHIO – March 17, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent technology driven provider of integrated and customizable fund servicing solutions, is pleased to announce that it [...]
Today’s market interest in environmental, social, and governance (ESG) investing, socially responsible investing (SRI), and impact investing has sparked a need for data transparency. This webinar will facilitate asset managers as they strategize their investments with a better understanding of metrics and risk factors for these types of funds.
Register Here
Discussion Topics:
- Reasons ESG, SRI, and Impact Funds are gaining popularity
- Define fund objective & criteria
- Tools to help find securities for a fund
- Understanding the available data
Featured Presenters:
- Vladimir Kaplun, Director, Business Development & Strategy, North America, ICE Data Services
- Stacy Louizos, Co-Chair Investment Management Group and Co-Leader ESG Team, Blank Rome LLP
- John Pileggi, Chief Investment Officer, Uncommon Giving Corp.
- Jason Stevens, EVP, Chief Technology Officer, Ultimus Fund Solutions (Moderator)v
Return to the Office – The Future of the Workforce
2020 changed the landscape of the workplace indefinitely. Join us for an open discussion around the evolution of policies and processes for returning to the “new normal” in a post-pandemic environment. Attendees will hear from three different perspectives: HR, operations and client relations as they talk candidly about new challenges and opportunities as employees begin to return to the office.Speakers:
NEW FORMAT: At the conclusion of the panel, attendees will have the opportunity to take a deep dive into the three different perspectives via Zoom breakouts. The breakouts will be hosted by the respective panelist and attendees will be able to engage in meaningful dialogue by asking questions and sharing best practices. Attendees can sign up for the breakout of their choosing during the registration process. Register Here |