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Investment Vendors INVESTMENT VENDORS The following is a listing of the investment managers, custodians, and consultants that serve the Massachusetts public pension systems. The listing is based on information supplied by the retirement boards. Retirement Investment Vendors Board Adams • PRIT Amesbury • PRIT Andover • PRIT • RhumbLine Advisers Consultant: Dahab Associates Arlington • PRIT Custodian: People’s United Bank Attleboro • Amalgated Bank • Hancock Timber Resource Group, Inc. • PRIT Custodian: People’s United Bank • BTG Pactual Timberland Investment Group • Intercontinental Real Estate Corp. • RhumbLine Advisers Consultant: Dahab Associates Inc. • Copeland Capital Management • Invesco Core Real Estate USA, LP • State Street Global Advisors • Fidelity Institutional Asset Management • Invesco National Trust Company • Van Eck • Frontier Capital Management Co., LLC • Peregrine Capital Barnstable County • PRIT Belmont • AEW Capital Management, LP • HarbourVest Partners, LLC • PRIT Custodian: People’s United Bank • Atlanta Capital • Loomis, Sayles & Company • RhumbLine Advisers Consultant: NEPC, LLC • Carillion Tower Advisors • Pacific Investment Management Company, LLC • Rothschild Asset Management Inc. Berkshire County • PRIT Beverly • PRIT Blue Hills Regional • PRIT Boston (City) • 57 Stars, LLC • EnTrust Global Partners • Polunin Capital Partners • AEW Capital Management, LP • Goldentree Asset Management, LP • Prudential Capital Partners Custodian: State Street Bank & Trust • Alcentra NY, LLC • Grosvenor Capital Management, LP • Prudential Real Estate Investors Consultant: NEPC, LLC • Aberdeen Asset Management • Hamilton Lane • RhumbLine Advisers • Angelo, Gordon & Co., LP • HarbourVest Partners, LLC • Roark Capital Partners • Arclight Capital Partners, LLC • Hearthstone Inc. • Sanderling Ventures • Aristotle Capital Management, LLC • H.I.G. Capital • SCP Private Equity Partners • Arsenal Real Estate Funds, LLC • Incline Elevate • Segall Bryant & Hamill • Ascent Venture Partners • Income Research & Management • Siguler Guff Advisers, LLC • Audax Group • Insight Venture Management • SL Capital Partners • Aurora Management Partners • Intercontinental Real Estate Corp. • State Street Global Advisors • Bain Capital • Invesco Core Real Estate USA, LP • Sterling Fund Management • Bernzott Capital Advisors • J.F. Lehman & Company, Inc. • Summit Partners, LP • BlackRock Advisors, LLC • J.P. Morgan • TA Realty • Blackstone Alternative Asset Management Assoc. • Kayne Anderson Capital Advisors, LP • TH Lee Putnam Ventures • Blue Point Capital Partners, LLC • THL Credit Senior Loan Strategies, LLC • KPS Capital Partners, LP • Boston Millennia Partners • Thomas H. Lee Partners, LP • Lazard Asset Management, LLC • Brookfield Asset Management • Thoma Bravo, LLC • Lexington Partners, LP • CCMP Capital Advisors, LLC • Todd Asset Management • Lighthouse Investment Partners • Carlyle Realty Partners • Tristan Capital Partners • Loomis, Sayles & Company • Columbia Management Investment Advisors, LLC • Vontobel Asset Management, Inc. • Main Capital Partners B.V. • Crescent Capital Group, LP • W Capital Partners • Mesirow Advanced Strategies, Inc. • CVC Capital Partners • Wells Capital Management, Inc. • MPM Capital, LP • DDJ Capital Management • Western Technology • NGP Energy Capital Management, LLC • D.E. Shaw Investment Management, LLC • Westfield Capital Management Company, LP • Oaktree Capital Management, LP • DRC Capital, LLP • Westport Capital Partners, LLC • PanAgora Asset Management, Inc. • Dune Capital Management, LP • Z Capital Partners, LLC • Perella Weinberg Partners Capital Management, LP • Energy Spectrum Partners • Zevenbergen Capital Investments, LLC • Platinum Equity Advisors, LLC | 2020 Annual Report | 123 INVESTMENT VENDORS Retirement Investment Vendors Board Boston Teachers • PRIT Braintree • Lexington Partners, LP • PRIT • SEI Investments Management Corporation Custodian: SEI Private Trust Company Bristol County • Aberdeen Asset Management • Earnest Partners, LLC • Lyrical Asset Management, LP Custodian: People’s United Bank • Arrowstreet Capital, LP • Fiera Capital Inc. • Mesirow Financial Private Equity Advisors, Inc. Consultant: Segal Marco Advisors • Ashmore Investment Advisors, Ltd. • Fiduciary Trust International • Pacific Investment Management Company (PIMCO) • BlackRock Investment Management, LLC • Frontier Capital Management Co., LLC • Polaris Capital Management, LLC • Brookfield Timberlands Management, LP • GCM Customized Fund Investment Group • PRIT • BTG Pactual Timberland Investment Group • Goldentree Asset Management, LP • RBC Global Asset Management (U.S.), Inc. • Ceres Partners, LLC • Hancock Timber Resource Group, Inc. • RREEF Management, LLC • Clearbridge Investments • IFM Investors (US) Advisor • Stone Harbor Investment Partners • Columbia Management Investment Advisers, LLC • Intercontinental Real Estate Corp. • TerraCap Management, LLC • DN Partners • Lazard Asset Management, LLC • Timberland Investment Resources, LLC • Dupont Capital Management • LSV Asset Management • WL Ross & Co., LLC Brockton • Aberdeen Asset Management • Invesco Private Capital • Oppenheimer Alternative Investment Custodian: SEI Private Trust Company • Ascent Venture Partners • Landmark Partners, LLC Management Consultant: Fiducient Advisors, LLC • HealthPoint, LLC • Mesirow Financial Investment Management , Inc. • SEI Investments Management Corp. • Siguler Guff Advisers, LLC Brookline • Hancock Timber Resource Group, Inc. • Invesco Private Capital, Inc. • PRIT • HarbourVest Partners, LLC • Lexington Partners, LP • Sustainable Woodlands Partners, LLC Cambridge • Aberdeen Asset Management • IFM Investors (US) Advisor, LLC • Penn Square Global Real Estate Group, LLC Custodian: People’s United Bank • AEW Capital Management, LP • Income Research & Management • PineBridge Investments, LLC Consultant: Segal Marco Advisors • Ascent Venture Partners • Intercontinental Real Estate Corp. • Polaris Capital Management, LLC • BlackRock Investment Management, LLC • J.P. Morgan Investment Management • PRIT • Brandywine Global Investment Management, LLC • Landmark Partners, LLC • RBC Global Asset Management (U.S.), Inc. • Campbell Global LLC • Lazard Asset Management, LLC • RhumbLine Advisers • Fidelity Institutional Asset Management • Lexington Partners, LP • Rockwood Capital, LLC • Hamilton Lane • Loomis Sayles & Co. • UBS Realty Advisors, LLC • Hancock Natural Resource Group, Inc. • Mellon Investments Corporation • Wellington Management Company Chelsea • PRIT Chicopee • PRIT • SEI Investments Management Corp. Custodian: SEI Private Trust Company Clinton • PRIT Consultant: Trust Advisory Group, Ltd. Concord • Acadian Asset Management, LLC • Rhumbline Advisers • Wellington Management Custodian: People’s United Bank • PRIT • Russell Investment Group Consultant: Fiducient Advisors, LLC Danvers • Barings, LLC • Gerber-Taylor Management Company • TA Realty Custodian: People’s United Bank • BMO Asset Management Corporation • PRIT • Western Asset Management Co. Consultant: Graystone Consulting • Eagle Capital Management, LLC • RhumbLine Advisers 124 | 2020 Annual Report | INVESTMENT VENDORS Retirement Investment Vendors Board Dedham • PRIT Dukes County • Aristotle Capital Management, LLC • Garcia Hamilton & Associates LP • PRIT Custodian: People’s United Bank • Atlanta Capital • Polen Capital Management, LLC Consultant: Dahab Associates, Inc. Easthampton • PRIT Essex County • Ascent Venture Partners • Boston Millennia Partners • PRIT • BlackRock Investment Management, LLC • Levine Leichtman Capital Partners, Inc.. Everett • PRIT Fairhaven • PRIT Fall River • PRIT Falmouth • Aristotle Capital Management, LLC • LMCG Investments, LLC • RhumbLine Advisers Custodian: People’s United Bank • Dimensional Fund Advisors, LP • Lord Abbett & Co., LLC • SEI Trust Company Consultant: Wainwright Investment • Hamilton Lane • Mesirow Financial Private Equity Advisors, Inc. • Siguler Guff Advisers, LLC Counsel, LLC • HGK Asset Management, Inc. • PRIT • State Street Global Advisors • Lexington Partners, LP • Principal Real Estate Investors, LLC • TerraCap Partners Fitchburg • PRIT Framingham • PRIT Franklin County • Aberdeen Asset Management • Fiera Capital Inc. • Polen Capital Management, LLC Custodian: Comerica Bank • Chartwell Investment Partners • Loomis, Sayles & Company • PRIT Consultant: Dahab Associates, Inc. • Copeland Capital Management • O’Shaughnessy Asset Management, LLC Gardner • PRIT Gloucester • PRIT Greater Lawrence • PRIO Weatlh, LLC Custodian: BNY Mellon Asset Servicing Greenfield • PRIT Hampden County • GCM Customized Fund Investment Group • PRIT Consultant: Segal Marco Advisors Hampshire County • Ascent Venture Partners • Massachusetts Financial Services Company • PRIT Consultant: NEPC, LLC • Barings LLC • Perella Weinberg Partners Capital Management, LP • RBC Global Asset Management (U.S.) Inc. • Colchester Global Investors • Polaris Capital Management, LLC • RhumbLine Advisers • Glouston Capital Partners, LLC • Portfolio Advisors, LLC • Shenkman Capital Management, Inc. • Lexington Partners, LP Haverhill • Fisher Investments • Income Research & Management • Putnam Advisory Company, LLC Custodian: People’s United Bank • Global Forest Partners, LP • Mesirow Financial Institutional Real Estate • Stafford Private Equity, Inc. Consultant: Wainwright Investment • Globespan Capital Management, Inc. • Molpus Woodlands Group, LLC • TerraCap Management Counsel, LLC • GrandBanks Capital • PRIT • The DSF Group Hingham • PRIT Consultant:
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