DIRECTOR/CCO OF BOSTON INVESTOR SERVICES
Elizabeth Murray serves as the Chief Compliance Officer (CCO) for Polaris Capital Management, LLC, in coordination with her role as Director/CCO of Boston Investor Services (BIS). Ms. Murray began working with Polaris in 1998, just three years after Polaris engaged BIS to serve as the firm’s mid- and back-office operations team. Ms. Murray was instrumental in onboarding and integrating Polaris’ growing assets under management, size of account base and the subsequent increase in operational support.
In 2007, her role gravitated to compliance and since 2010 she has worked exclusively in this practice. As compliance requirements increased and became more complex, Ms. Murray and the BIS team worked in conjunction with Polaris to build and maintain the compliance program that is currently in practice today. In January 2022, she became the CCO and is responsible for overseeing, developing, maintaining and administering the compliance program for Polaris. In this role, she performs ongoing risk assessment of the business and monitors the processes put in place to comply with applicable laws and regulations. Ms. Murray oversees the daily operations of the compliance program, reporting and testing of the program, and adherence to all domestic and international regulatory filing requirements.
BIS background: BIS was established in 1993, providing mid- and back-office support for global and domestic investment advisers. Over the last 30 years, the team has administered to over $65 billion in global assets, supporting ten different investment management firms, including Polaris.
Polaris Capital Management LLC is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Polaris' website provides general information regarding our business along with access to additional investment related information. Material presented is meant for informational purposes only. To the extent that you utilize any financial calculators or links in our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from Polaris or any of its investment professionals. For additional information regarding our services, or to receive a hard copy of our firm's disclosure documents (Form ADV Part I and Form ADV Part II), contact client service. You may also obtain these disclosure documents online from the SEC Investment Adviser Public Disclosure (Firm CRD# 106278). (c) 2013-2024 Polaris Capital Management, LLC. All rights reserved.
IMPORTANT INFO: RETIREMENT CALCULATOR
The retirement calculator is a model or tool intended for informational and educational purposes only, and does not constitute professional, financial or investment advice. This model may be helpful in formulating your future plans, but does not constitute a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. We, at Polaris Capital, do not serve in this role for you. We also encourage you to review your investment strategy periodically as your financial circumstances change.
This model is provided as a rough approximation of future financial performance that you may encounter in reaching your retirement goals. The results presented by this model are hypothetical and may not reflect the actual growth of your own investments. Polaris strives to keep its information and tools accurate and up-to-date.
The information presented is based on objective analysis, but may not be the same that you find at a particular financial institution, service provider or specific product’s site. Polaris Capital and its employees are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this tool. Polaris is not responsible for any human or mechanical errors or omissions. All content, calculations, estimates, and forecasts are presented without express or implied warranties, including, but not limited to, any implied warranties of merchantability and fitness for a particular purpose or otherwise.
Please confirm your agreement/understanding of this disclaimer.
DISCLAIMER: You are about to leave the Polaris Capital Management, LLC website and will be taken to the PCM Global Funds ICAV website. By accepting, you are consenting to being directed to the PCM Global Funds ICAV website for non-U.S. investors only.