Boston Investor Services, Inc., (BIS) works with six investment management clients who have collective assets of over $35 billion. Since its foundation in 1993, BIS has provided investment management with mid and back office support including trade processing & settlement, foreign exchange, reconciliation, cash management, client transaction/performance reporting, regulatory filings and compliance support. Over the last 17 years, the need for better compliance and reporting standards due to Sarbanes Oxley, as well as the need to keep pace with the changing face of automated trading and related systems, has led to even greater demand for our services. We provide the expertise and capacity to grow with our investment managers’ business, yet we remain flexible enough to provide personalized service uncommon in our industry. Current BIS clients oversee a variety of U.S. and international equity portfolios and mutual funds, as well as separately managed global and international equity accounts. Our Services: -
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