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A. C. Acorns Cal HFA Mortgage Acura Financial Services Cambridge Investment ADP iPayStatements Cap Com FCU ADP Payroll Workcenter CapitalOne 360 ADP Portal CapitalOne Bank ADP Run Payroll CapitalOne Mortgage ADP TotalSource CapitalOne Sharebuilder ADP TotalSource Retirement Cardinal Financial Mortgage ADP Workforce Now CarMax Agile Payroll CCO Mortgage AIG Loanadministration CENLAR Mortgage AimLoan Mortgage Centier Bank All South FCU Central Mortgage AllianceBernstein Investments Centris FCU Mortgage Alliant Credit Union Ceridian SeeMyW2 Allstate Financial Ceridian Self Service Ally Auto Charles Schwab Ally Bank Chase Amalgamated Bank Chelsea State Bank Amarillo National Bank Chemical Bank Amegy Bank Mortgage Chino Commercial Cash Management American Bank Waco CIT Bank American Education Services (AES) CIT Bank Mortgage American Express Personal Savings Citi Wealth Management American Funds Citibank American Funds Retirement CitiBusiness Payroll Ameriprise Financial CitiMortgage Amerisave Mortgage Citizens Bank Arizona Central CU Citizens Investment Arizona Federal CU Citizens Mortgage Arvest Mortgage City National Bank Ascentis City of Los Angeles Retirement Aspire FCU City of Mesa Retirement Associated Credit Union Coastal Community Teachers CU Astoria Federal Savings Mortgage Coastal Federal Credit Union Atlantic Capital Bank College Choice Advisors 529 Atlantic Stewardship Bank College Choice Direct Audi Financial Services College Invest Direct College Save 529 College Saving Iowa B. Colorado State Bank and Trust Comerica Bank Bangor Savings Comerica Bank Mortgage Bank Leumi USA Commerce Bank Bank of Albuquerque Commerce Brokerage Bank of Albuquerque Mortgage Commerce Mortgage Bank of America Community Resource CU Bank of Arizona Connex CU Bank of Arizona Mortgage County of Los Angeles Retirement Bank of Arkansas County of Milwaukee Retirement Bank of Arkansas Mortgage Cross Country Mortgage Bank of Colorado Business Bank of Hawaii Bank of Hawaii Mortgage D. Bank of Kansas City Bank of Oklahoma Delta Community CU Bank of Oklahoma Mortgage DFAS MyPay Bank of Stockton Digital Federal Credit Union Bank of Texas Discover Bank Bank of Texas Mortgage Ditech Mortgage Bank of the West Dort FCU Barclays Online Banking Dovenmuehle Mortgage BB&T BBVA Compass Beneficial Bank E. Betterment BMO Harris Bank e*Trade BMW Financial Services East West Bank Boeing Employee's Credit Union Eastman CU Boston Firefighters CU EastWest Bank Mortgage Boston Private Edward Jones Bryn Mawr Trust Elements Financial Elevations Credit Union Empower Retirement Endeavor Bank ESL FCU Everbank Evolve Mortgage Exchange Bank F. I. FedLoan Servicing Ideal 529 Fidelity IHMVCU Fifth Third Bank Indiana Members CU Fifth Third Bank Retirement Indiana University CU Fifth Third Securities IndyMacMortgage First Atlantic FCU Infiniti Financial Services First Bank Mortgage Inova Payroll First Citizens National Bank Intuit Paycheck Records First Community CU IntuitViewMyPaycheck First County Bank First County Bank Business First Hawaiian Bank J. First Light FCU First National John Hancock NY Pensions First Republic Bank John Hancock Pensions First Tech Federal Credit Union JP Morgan First United Bank Mortgage JP Morgan Asset Management FirstBank JustWorks Firstland Mortgage Servicing Firstrust Mortgage Flagstar Bank Flagstar Business K. Flagstar My Loans FNB Bellville KeyBank Ford Credit Kia Motors Finance Franklin American Mortgage Kitsap CU Franklin Templeton Investments Klein Bank Freedom Mortgage Front Range Bank Frost Brokerage L. Fulton Bank Fulton Bank of NJ Lake Trust CU LaSalle St Securities Learning Quest 529 G. LendingClub Lexus Financial Services GECU Liberty Bank Georgia's Own CU Liberty Mutual German American Bank Library of Congress FCU Global CU Lincoln Financial Advisors GM Financial Lincoln Financial Securities GMFS Mortgage Goldman Sachs Wealth Management Grandview State Bank M. Great Lakes Student Loans Great Southern Bank MS M&T Bank Great West Retirement Services M&T Bank Mortgage Guaranteed Rate Mortgage Mainsource Bank Guaranty Bank and Trust Mass SMART Retirement Guaranty Loans MassMutual Retirement Guidance Residential Mortgage Matadors Community CU Gusto Mechanics Bank Mercedes-Benz Financial Services Merrick Bank H. Merrill Lynch Wealth Management Merrimack County Savings Hancock Investments Mesirow Financial Happy State Bank MESP Hawaii State FCU MetLife MyBenefits Heritage Bank NW MetLife Retirement HI 529 Metlife Securities Hiway Federal CU Michigan Mutual Mortgage HomeStreet Bank Mortgage Middlesex Savings Bank Honda Financial Mini Financial Houston Federal CU Missouri Most 529 HSA Bank MML Investors HSBC Bank Mobank Mortgage Huntington Bank Mohela Huntington Bank Mortgage Montana Saves 529 Huntington Retirement Montgomery County Employees FCU Hyundai Motor Finance Morgan Stanley Wealth Management Mosaic Mr. Cooper Mortgage MVB Bank My First Farmers myStreetScape N. R. National Securities Raymond James Navient RBC Bank Mortgage Navy Federal Credit Union Redstone Federal CU NCSECU Regions Bank NEFCU Regions Mortgage Neighborhood Credit Union Rhode Island Housing Mortgage Nelnet Round Point Mortgage Servicing New American Funding Ruoff Mortgage Nicolet Bank NIHFCU Nissan Motor Finance S. Northern Trust Northwestern Mutual Sallie Mae Student Loans Northwestern Mutual Investments Santander Bank NYC DCP Retirement ScholarShare NYLife Securities Schwab Retirement NY's 529 Direct Scottrade SECUMD SECUMD Business O. Seneca Mortgage Service Credit Union Ocean First Bank ServiSolutions Oceanside Mortgage Siebert Ocwen Mortgage Signature Bank NY Ohio College Advantage 529 Silicon Valley Bank Oppenheimer Wealth Management Silicon Valley Bank Private Banking OptionsXpress Simple Optum Bank Smart 529 Opus Bank Business SOFI SoFi Mohela South Shore Bank Mortgage P. SSgA Upromise 529 State Department FCU State Farm Bank PA 529 College Savings State of Florida Retirement Park Avenue Securities State of Mississippi Retirement Paychex State of South Carolina Retirement Paychex eServices Summit FCU Paychex Flex Sunmark FCU Paycom Suntrust Bank Paycor Suntrust Investment PayPal Suntrust Mortgage PayPal Credit Suntrust Online Cash Manager Pen Air FCU Suntrust Retirement Penn State Hershey Retirement Sure Payroll PennyMac Mortgage SWBC Mortgage Pentagon Federal Credit Union Synchrony Bank People First FCU People's United Bank PHH Mortgage Pinnacle Bank Business T. Pinnacle Bank SC PNC T. Rowe Price Investment PNC Mortgage T. Rowe Price Retirement Power Financial CU TD Bank Premier America CU TD Bank Business Direct Principal Financial Personal TDAmeritrade Prosperity Bank TX TDAmeritrade Institutional Provident Funding TDWealthManagement Prudential Brokerage The Gift Plan Prudential Retirement Third Federal TIAA-CREF Total Bank Q. Tower Federal Credit Union Toyota Financial Services Quicken Loans Trinet Truwest Credit Union QuickenLoans SchwabBank Tyndall FCU U. UBS Wealth Management UBT Mortgage Ultipro UMB Bank HSA Union Banc Investment Union Bank Union Bank & Trust Union Home Mortgage United Wholesale Mortgage Unitus CCU US Bank Home Mortgage USAA USBank USBank Access Online USD Payroll Uwharrie Bank V. Valic Financial Valley National Bank Vanguard Vanguard Institutional Vantage West CU Veterans United Home Loan Volvo Financial Voya Financial Voya Retirement VW Credit W. Washington State Employees Credit Union Washington Trust Company Wealthfront Wells Fargo Wells Fargo Advisors Wells Fargo Dealer Services Wells Fargo Mortgage Wright-Patt CU X. Xceed Financial Z. Zions Bank Zions Bank Business .
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  • Global Fund Finance Symposium

    Global Fund Finance Symposium

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  • Signature Bank: Fasten Your Seat Belts; It's Going to Be a Bumpy Taxi

    Signature Bank: Fasten Your Seat Belts; It's Going to Be a Bumpy Taxi

    Signature Bank | March 31, 2016 MORGAN STANLEY RESEARCH March 31, 2016 MORGAN STANLEY & CO. LLC Ken A Zerbe, CFA Signature Bank [email protected] +1 212 761-7417 Adam Jonas, CFA Fasten Your Seat Belts; It's Going to Be a [email protected] +1 212 761-1726 Steven M Wald Bumpy Taxi Ride … but Worth It [email protected] +1 212 761-0474 Neel Mehta Industry View Stock Rating Price Target [email protected] +1 212 761-8582 In-Line Overweight $163.00 Signature Bank ( SBNY.O, SBNY US ) The negative impact of ride-sharing on the taxi industry should not Midcap Banks / United States of America be underestimated, and could drive sharply higher credit losses in Stock Rating Overweight Industry View In-Line SBNY's taxi portfolio (we estimate a 25% cumulative loss). We Price target $163.00 explore both the risks and offsets to taxi lending, and why SBNY Shr price, close (Mar 30, 2016) $138.26 Mkt cap, curr (mm) $7,038 remains a key Overweight. 52-Week Range $163.15-119.60 Ride-sharing companies pose a significant threat to the taxi industry Fiscal Year Ending 12/15 12/16e 12/17e 12/18e and, by default, to the creditworthiness of taxi medallion borrowers. Our work ModelWare EPS ($) 7.30 8.17 9.36 10.86 with our Autos and Shared Mobility colleague Adam Jonas highlights how Prior ModelWare EPS - 8.27 9.42 10.60 ($) rapidly ride-sharing companies have overtaken taxis in less dense urban Consensus EPS ($)§ 7.21 8.29 9.50 11.00 markets, with more drivers who also broadly earn more per hour than their P/E 21.0 16.9 14.8 12.7 taxi counterparts.
  • May 2017 Dear UMB Federal Funds “As Agent” Customer

    May 2017 Dear UMB Federal Funds “As Agent” Customer

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  • The Securities and Exchange Commission Has Not Necessarily Reviewed the Information in This Filing and Has Not Determined If It Is Accurate and Complete

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  • Nationally Approved Lenders, Visit

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  • August 2019 Dear UMB Federal Funds “As Agent” Customer

    August 2019 Dear UMB Federal Funds “As Agent” Customer

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  • February 2021 Dear UMB Federal Funds

    February 2021 Dear UMB Federal Funds

    February 2021 Dear UMB Federal Funds “As Agent” Customer: Attached is an extract of certain reported financial information taken from the most current Call Report data (dated as of September 30, 2020) of the banks that are currently on the “Approved List” provided to participants in our “As Agent” Federal Funds Program. As a participant in that Program, you have appointed us as your agent to place your funds with banks listed on the Approved List, all as provided for in, and governed by, the UMB “As Agent” Federal Funds Program Agreement that you executed with us at the time you started participating in our “As Agent” Program. By allocating your funds among all of the banks identified on the Approved List, you are able to help reduce your concentration of credit with any given individual bank on the list. We suggest that you present and review this information (together with the terms of your executed UMB “As Agent” Federal Funds Program Agreement) with your Board of Directors, and retain both for your permanent records and regulatory and audit review, since you and your Board of Directors have the ultimate responsibility to track and approve those banks to whom your federal funds are sold. We are also pleased to provide the following information for UMB Bank, n.a. as of December 31, 2020, which you should also retain related to the requirements of Regulation F. UMB Bank, n.a. Tier 1 Risk-based Capital Ratio 11.92 % Total Risk-based Capital Ratio 12.81 % Tier 1 Leverage Ratio 8.28 % * Full Reg F disclosure on second page I appreciate that you have elected to appoint us as your agent to facilitate your federal funds transactions under our “As Agent” program.
  • Of 6 Voya Mid Cap Research Enhanced Index Fund Portfolio Holdings As of August 31, 2021 (Unaudited)

    Of 6 Voya Mid Cap Research Enhanced Index Fund Portfolio Holdings As of August 31, 2021 (Unaudited)

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  • T. Rowe Price® Moderate Allocation

    T. Rowe Price® Moderate Allocation

    ANNUAL REPORT December 31, 2020 T. ROWE PRICE Moderate Allocation Portfolio For more insights from T. Rowe Price investment professionals, go to troweprice.com. arpsp_1220_P5Proof # T. ROWE PRICE MODerate ALLocatioN PortfoLIO HIGHLIGHTS n The Moderate Allocation Portfolio returned 14.54% in the 12 months ended December 31, 2020, outperforming its combined index portfolio benchmark and its Lipper peer group average. n Favorable tactical allocation decisions and security selection in the portfolio’s underlying investments drove outperformance. The inclu- sion of diversifying sectors such as real assets equities and high yield bonds had a negative impact on relative results due to height- ened volatility and risk aversion early in the year. n We have a balanced view of the current market and are neutral between stocks and bonds. We tilted to an overweight to international stocks relative to U.S. stocks. After being overweight to growth stocks in the U.S. for much of the year, we shifted to an overweight to value stocks. n We believe that the Moderate Allocation Portfolio’s diversification and flexibility to identify investment opportunities across sectors and regions should allow us to generate solid long-term returns in a variety of market environments. Go Paperless It’s fast—receive your statements and Sign up for e-delivery of your statements, confirmations, confirmations faster than U.S. mail. and prospectuses or shareholder reports. It’s convenient—access your important account TO ENROLL: documents whenever you need them. If you invest directly with T. Rowe Price, It’s secure—we protect your online accounts using go to troweprice.com/paperless.
  • Authorized Depositories Region 9

    Authorized Depositories Region 9

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