Mutual funds

The IRS estimates alternative minimum tax filings will decrease to 1 million from 10 million as a result of the law.

At U.S. Bank Global Fund Services, we provide comprehensive fund services to investment managers, banks and broker-dealer firms sponsoring mutual funds, exchange-traded funds and alternative investments.

Mutual fund proxy events are as unique as the fund companies themselves. Each fund within the fund family has specific attributes, objectives and investor characteristics impacting the success of the campaign.

BNY Mellon stands committed to your success with Investor Solutions designed to help with your efforts to streamline operations, pinpoint growth opportunities and delight investors.

Shareholder communications print services.

Shareholder communications VRU services.

Shareholder communications proxy services.

Shareholder communications marketing communications services.

Shareholder communications mail services.

Shareholder communications CRM services.

Shareholder communications CRM business statistics.

Shareholder communications VRU business statistics.

Shareholder communications proxy business statistics.

Shareholder communications marketing communications business statistics.

Shareholder communications print business statistics.

Shareholder communications mail business statistics.

At U.S. Bank Global Fund Services, we provide comprehensive fund services to investment managers, banks and broker-dealer firms sponsoring mutual funds, exchange-traded funds and alternative investments.

UMB Fund Services, Inc. (UMBFS) offers a broad suite of services for both registered and unregistered products. We are dedicated to providing uncompromised compliance services and reporting to clients.

Ultimus Fund Solutions is a leading provider of full-service fund administration, accounting, investor services and distribution solutions for servicing registered funds, private funds and public plans, including structures designed to support the unique needs of pensions, endowments and foundations.