UBS - Portfolio Reporting

Portfolio Reporting
To help monitor your municipal bond portfolios, we offer the Municipal Portfolio Program (MPP) Report and Elite Portfolio Investment Capabilities.

Municipal Portfolio Program (MPP) Report
This is a no-fee, self-managed service that provides an in-depth monthly snapshot of your municipal bond portfolio.

If you have municipal bond portfolios of $250,000 or more, you can receive monthly MPP reports via our online services.

Clients with municipal bond portfolios of $500,000 or more can also receive quarterly hard copy reports.

By providing the information you need to monitor your municipal bond portfolio, the MPP Report can help you anticipate reinvestment decisions and judge the effect of market events and changes on your portfolio.

Elite Portfolio Investment Capabilities
Elite Portfolio Investment Capabilities is a no-fee service available to clients with $2 million or more in municipal assets.

This customized analytical capability offers a variety of reporting options to help you and your Financial Advisor design and develop portfolio strategies for sophisticated municipal accounts, regardless of where the securities are held.

Ask your Financial Advisor how you can take advantage of these specialized municipal portfolio reporting programs and the expertise of our Municipal Securities group.

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