Advanced Investor Reporting: Researching Turnaround Reports and Exception Clearing Report Submissions


This session is designed to take a more in-depth look at monthly investor reporting for both the MPF® Traditional and MPF Xtra® products. Focus will be on reviewing and researching Turnaround Reports (TARs) to solve discrepancies. Proper usage of the Exception Clearing Report (ECR) will also be discussed, including guidance on its completion and how it should be utilized.