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: Meketa Investment Group
| 2020 Annual Report | 125 INVESTMENT VENDORS
Retirement Investment Vendors Board Holyoke • Aberdeen Asset Management • Loomis, Sayles & Company • RBC Global Asset Management (U.S.) Inc. Consultant: Segal Marco Advisors • Acadian Asset Management, LLC • Mellon Investments • Seizert Capital Partners, LLC • Aristotle Capital Management • Mesirow Financial Private Equity Advisors, Inc. • State Street Global Advisors • Constitution Capital Partners, LLC • Monroe Capital • TerraCap Management, LLC • Fidelity Institutional Asset Management • Oberweis Asset Management, Inc. • Wasatch Advisors, Inc. • Long Wharf Real Estate Partners, LLC • Polaris Capital Management, LLC • Wells Capital Management, Inc. • PRIT • Western Asset • Putnam Investment Management, LLC Hull • PRIT Lawrence • PRIT Leominster • PRIT Lexington • Acadian Asset Management, LLC • Golub Capital Partners • PRIT Custodian: People’s United Bank • Angelo, Gordan & Co., LP • Kayne Anderson Rudnick Investment Management • RhumbLine Advisers Consultant: Meketa Investment • Driehaus Capital Management, LLC • Matthews International Capital Management, LLC • Wellington Management Company, LLP Group, Inc. • Fidelity Investments • Monroe Capital • White Oak Global Advisors, LLC Lowell • Ascent Venture Partners • Boston Millennia Partners • PRIT Custodian: People’s United Bank Lynn • Ascent Venture Partners • BlackRock Realty Advisors, Inc. • PRIT • BlackRock Investment Management, LLC Malden • De Burlo Group, Inc. Custodian: State Street Bank & Trust Marblehead • PRIT Marlborough • Clarion Partners • Fiduciary Management, Inc. • Rockwood Capital Custodian: Comerica Bank • Colony Realty Partners • Frontier Capital Management Co., LLC • Shenkman Capital Management, Inc. Consultant: Meketa Investment • Constitution Capital Partners, LLC • HarbourVest Partners, LLC • SL Capital Partners, LLP Group, Inc. • Dimensional Fund Advisors LP • Payden & Rygel • State Street Global Advisors • Driehaus Capital Management, LLC • RhumbLine Advisers
MHFA • Aberdeen Asset Management • GQC Partners, LLC • Longfellow Investment Management Custodian: People’s United Bank • AEW Capital Management, LP • Goldman Sachs Asset Management, LP • Lord Abbett & Co., LLC Consultant: Meketa Investment • Ascent Venture Partners • HarbourVest Partners, LLC • MetLife Investment Management Group, Inc. • Constitution Capital Partners, LLC • IFM Investors Advisor • State Street Global Advisors • Dimensional Fund Advisors, LP • Intercontinental Real Estate Corporation • TA Realty
Massport • Baillie Gifford Overseas Limited • Pzena Investment Management, LLC • Wellington Management Company, LLP Custodian: People’s United Bank • PRIT • State Street Global Advisors Consultant: Wilshire Associates
MTRS (Mass Teachers’ • PRIT Retirement System)
126 | 2020 Annual Report | INVESTMENT VENDORS
Retirement Investment Vendors Board MWRA • Alcentra NY, LLC • Garcia Hamilton & Associates LP • Park Square Capital Custodian: People’s United Bank • Ascent Venture Partners • Hamilton Lane • Pinebridge Investments, LLC • Baillie Gifford • HarbourVest Partners, LLC • Polen Capital Management, LLC Consultant: NEPC, LLC • Baxter Street • Invesco Private Capital, Inc. • PRIT • Boston Company Asset Management, LLC • J.F. Lehman & Company • Private Advisors, LLC • Boston Partners • Kayne Anderson Capital Advisors, LP • RhumbLine Advisers • CarVal Investors • Landmark Partners, LLC • Schroders Investment Management North • Cerberus Capital Management, LP • Loomis, Sayles & Company America, Inc. • Coho Partners, Ltd. • Lord, Abbett & Co. LLC • SEI Trust Corporation • Constitution Capital Partners LLC • Mesirow • TA Realty • Corbin Capital Partners LP • Morgan Stanley • TerraCap Management, LLC • EnTrust Global Partners • Octagon Credit Investors, LLC • UBS Hedge Fund Solutions, LLC • Foundry Group, LLP Maynard • Boston Advisors, LLC • PRIT Custodian: People’s United Bank Medford • Ashmore Investment Advisor Limited • Lazard Asset Management, LLC • RhumbLine Advisers Custodian: People’s United Bank • City of London Investment Management • Loomis, Sayles & Company • Western Asset Management Company Consultant: NEPC, LLC • Garcia Hamilton & Associates LP • PRIT • William Blair & Company, LLC Melrose • Ascent Venture Partners • Invesco Private Capital, Inc. • PRIT Methuen • BlackRock Investment Management, LLC • PRIT Middlesex County • Ascent Venture Partners • Global Forest Partners, LP • PRIT Custodian: State Street Bank & Trust • Boston Millennia Partners • Globespan Capital Management, Inc.
Milford • PRIT Milton • PRIT Minuteman Regional • PRIT Montague • PRIT Natick • PRIT • SEI Investments Management Corp. Custodian: People’s United Bank Consultant: Fiducient Advisors, LLC
Needham • PRIT New Bedford • Aberdeen Asset Management, Inc. • Lexington Advisors, Inc. • Neuberger Berman Management Consultant: Segal Marco Advisors • Acadian Asset Management, LLC • Loomis, Sayles & Company • SEI Trust Company • Hamilton Lane • Mellon Investments • State Street Global Advisors Limited • Hancock Natural Resource Group, Inc. • Mesirow Private Equity Advisors, Inc. • UBS Realty Investors, LLC • Intercontinental Real Estate Corp. • Pacific Investment Management Company (PIMCO) • Westfield Capital Management Company, LP Newburyport • PRIT Newton • PRIT
| 2020 Annual Report | 127 INVESTMENT VENDORS
Retirement Investment Vendors Board Norfolk County • Amundi Pioneer Institutional Asset Mgmt., Inc. • Gamco Asset Management, Inc. • LMCG Investments Custodian: People’s United Bank • ArcLight Capital Partners, LLC • Gerding Edlen Investment Management, LLC • Loomis, Sayles & Company Consultant: Wainwright Investment • Aristotle Capital Management, LLC • Globespan Capital Management, Inc. • Mesirow Capital Partners IX, LP Counsel, LLP • Ascend Ventures Group, LLC • Goldentree Asset Management, LP • Mesirow Financial Institutional Real Estate • BNY Mellon Asset Management N.A. • Hamilton Lane • MFS International Advisors, Inc. • Boston Millennia Partners • HarbourVest Partners, LLC • PRIT • Constitution Capital Partners, LLC • Income Research & Management • RhumbLine Advisers • Corsair Capital LLC • Intercontinental Real Estate Corporation • Seizert Capital Partners, LLC • Dalton Greniere Asset Management, Inc. • Invesco Private Capital, Inc. • Siguler Guff Advisors, LLC • D.E. Shaw Investment Management, LLC • Lazard Asset Management, LLC • TerraCap Management • DSF Group • LLM Capital Partners • Wellington Management Company, LLP • EnTrust Partners, LLC
North Adams • De Burlo Group, Inc. • PRIT Custodian: People’s United Bank North Attleboro • AmSouth Bank • Brandes Investment Partners, LP • Lazard Asset Management, LLC Custodian: People’s United Bank • Aristotle Capital Management, LLC • Chicago Equity Partners, LLC • Loomis, Sayles & Company Consultant: Dahab Associates, Inc. • Atlanta Capital • Davenport & Company, LLC • RhumbLine Advisers • Axiom International Investors, LLC • Intercontinental Real Estate Corporation • Vontobel Asset Management, Inc. • Blackrock Realty Advisors, Inc. Northampton • De Burlo Group, Inc. • PRIT Custodian: People’s United Bank Northbridge • PRIT Norwood • Aberdeen Asset Management, Inc. • Columbia Management Investment Advisors, LLC • Landmark Partners, LLC Custodian: People’s United Bank • American Funds • Constitution Capital Partners • PRIT Consultant: Meketa Investment • Aristotle Capital Management, LLC • Dimensional Fund Advisors, LP • RhumbLine Advisers Group, Inc. • Atlanta Capital • HabourVest Partners, LLC • State Street Global Advisors • Boston Company Asset Management, LLC • IFM Investors Advisor Peabody • PRIT Pittsfield • PRIT Plymouth • Acadian Asset Management • Columbia Management Investment Advisers • Robeco Institutional Asset Management Inc. Custodian: People’s United Bank • Aristotle Capital Management, LLC • Invesco Trust Company • Templeton Investment Counsel Consultant: Fiducient Advisors, LLC • Barings LLC • PRIT • Wellington Management Company, LLP • BlackRock Advisors, LLC • Rhumbline Advisers • Westfield Capital Management Company, LP • Boston Trust Investment Management, Inc.
128 | 2020 Annual Report | INVESTMENT VENDORS
Retirement Investment Vendors Board Plymouth County • ABS Investment Management, LLC • Freeman Spogoli Management • Mesirow Financial Institutional Real Estate Custodian: State Street Bank & Trust • AEW Capital Management, LP • Global Infrastructure Management, LLC • Old Farm Partners Consultant: Meketa Investment Group • Akina Limited • Globespan Capital Management, Inc. • Prudential Real Estate Investors • Ascent Venture Partners • HarborVest Partner • RhumbLine Advisers • Audax Management Company (NY), LLC • HGK Asset Management, Inc. • Ridgemont Equity Partners • Basalt Infrastructure Partners • IFM Investors Advisor • Rockpoint Capital • Boston Company Asset Management, LLC • Income Research & Management • Searchlight Capital Partners • BTG Pactual Timberland Investment Group • Invesco Trust Company • SEI Trust Company • Carlyle Investment Management • John Hancock Trust Company • Siguler Guff Advisers, LLC • Charlesbank Capital Partners, LLC • J.P. Morgan Investment Management, Inc. • Summit Partners, LP • Constitution Capital Partners, LLC • KBI Global Investors (North America Ltd.) • TA Realty • Copper Rock Capital Partners • Kopernik Global Investors • THL Credit Advisors, LLC • DN Partners • Landmark Partners, LLC • TimberVest, LLC • Driehaus Capital Management, LLC • Leeds Equity Partner • Trilantic Capital Management L.P. • Eaton Vance Investment Counsel • Lexington Partners, LP • Waud Capital Partners • Entrust Global Partners • LLR Management • Wellington Management • Fisher Investments • Lord Abbett & Company • Wellspring Capital Management, LLC • First Eagle Investment Management • Mesirow Financial Capital Partners X, LP • Franklin Templeton Investment Management Quincy • Aberdeen • Freeman Spogli Management • RhumbLine Advisers Custodian: People’s United Bank • Acadian Asset Management, LLC • Global Infrastructure Management • Ridgemont Equity Partners Consultant: Meketa Investment • Adams Street Partners, LLC • Goldman Sachs Asset Management, LP • Rockwood Capital Group, Inc. • AEW Capital Management, LP • Hancock Timber Resource Group, Inc. • Searchlight Capital Partners • Axiom • HarborVest Partners • SL Capital Partners, LLP • Beach Point Capital Management, LP • IFM Investors Advisor • State Street Global Advisors • Brookfield Asset Management • J.P. Morgan Investment Management • TA Realty • Brown Advisory, LLC • LLR Management • TerraCap Management, LLC • Charlesbank Capital Partners, LLC • Loomis, Sayles & Company • Torchlight Investors, LLC • Colony Realty Partners • Oppenheimer Alternative Investment • Trilantic Capital Management L.P. • Columbia Management Investment Advisors, LLC Management • UBS Realty Investors, LLC • Driehaus Capital Management, LLC • PRIT • Wellspring Capital Management • Entrust Permal Reading • PRIT Custodian: Fiducient Advisors, LLC Revere • PRIT Salem • Ascent Venture Partners • PRIT Saugus • Aristotle Capital Management, LLC • Massachusetts Financial Services Co. • RhumbLine Advisers Custodian: People’s United Bank • Lord Abbett & Co., LLC • PRIT • SEI Trust Consultant: Wainwright Investment • LMCG Investment Counsel, LLP Shrewsbury • Atlanta Capital • Fiera Capital Inc. • PRIT Custodian: People’s United Bank • Earnest Partners Consultant: Dahab Associates, Inc.
| 2020 Annual Report | 129 INVESTMENT VENDORS
Retirement Investment Vendors Board Somerville • Congress Asset Management Company, LLP • Loomis, Sayles & Company • RhumbLine Advisers Custodian: Comerica Securities • Lazard Asset Management, LLC • PRIT • UBS Realty Investors, LLC Southbridge • PRIT Springfield • Boston Millennia Partners • PRIT Custodian: People’s United Bank State • PRIT Stoneham • PRIT • SEI Investments Management Corp. Custodian: SEI Private Trust Company Consultant: Fiducient Advisors, LLC Swampscott • Aristotle Capital Management, LLC • LMCG Investments, LLC • TA Realty Custodian: People’s United Bank • Intercontinental Real Estate Corporation • PRIT Consultant: Dahab Associates Taunton • Aberdeen Asset Management • GAM International Management Limited • Quantitative Management Association Custodian: People’s United Bank • BlackRock Investment Management, LLC • Intercontinental Real Estate Corporation • Rhumbline Consultant: Dahab Associates, Inc. • Boston Millennia Partners • Invesco Core Real Estate USA, LP • State Street Global Advisors • Boston Partners • John Hancock Trust Company • TA Realty • Brandywine Global Investment Management, LLC • LMCG Investments, LLC • TimberVest, LLC • Ceres Partners, LLC • Molpus Woodlands Group, LLC • Vontobel Asset Management, Inc. • C.S. Mckee, LP • Polen Capital Management, LLC • Weaver C. Barksdale & Associates • Frontier Capital Management Co., LLC • PRIT • Wells Capital Management, Inc.
Wakefield • PRIT Waltham • Precision Capital Advisors, LLC • PRIT • RCP Advisors, LLC Custodian: SEI Private Trust Company • SEI Investments Management Corporation Consultant: Fiducient Advisors, LLC Watertown • Acadian Asset Management, LLC • Eaton Vance Management • RCP Advisors, LLC Custodian: People’s United Bank • American Realty Advisors • Income Research & Management • SEI Trust Company Consultant: Fiduciary Investment • Ascent Venture Partners • LMCG Investment • TA Realty Advisors, LLC • Brandywine Global Investment Management, LLC • Massachusetts Financial Services Company • TerraCap Management, LLC • Columbia Management Investment Advisors, LLC • Pinebridge Investment, LLC • Wellington Management Company, LLP • Earnest Partners, LLC • PRIT Webster • Aristotle Capital Management, LLC • LMCG Investments • PRIT Custodian: People’s United Bank • HGK Asset Management Inc. • Loomis, Sayles & Company • RhumbLine Advisers Consultant: Wainwright Investment Counsel, LLC Wellesley • PRIT
130 | 2020 Annual Report | INVESTMENT VENDORS
Retirement Investment Vendors Board West Springfield • De Burlo Group, Inc. Custodian: Comerica Westfield • Boston Company Asset Management, LLC • Lazard Asset Management, LLC • RBC Global Asset Management (U.S.), Inc. Custodian: Fiducient Advisors, LLC • Columbia Management Investment Advisers, LLC • LMCG Investments • SEI Trust Company • Constitution Capital Partners, LLC • Long Wharf Real Estate Partners, LLC • State Street Global Advisors • Hamilton Lane • Loomis, Sayles & Company • TerraCap Management • Income Research & Management • Polaris Capital Management, LLC • Wasatch Advisors, Inc. • Intercontinental Real Estate Corporation • PRIT • Wells Capital Management, Inc. Weymouth • Acadian Asset Management, LLC • Harbor Capital Advisors Inc. • PRIT Custodian: Comerica • Adams Street Partners • HarbourVest Partners, LLC • RhumbLine Advisers Consultant: Fiducient Advisors, LLC • Amundi Pioneer Institutional Asset Mgmt., Inc. • Invesco Private Capital, Inc. • Riverbridge Partners, LLC • Ashmore Investment Advisors • Landmark Partners, LLC • Sigular Guff Advisers, LLC • BlackRock Advisors, LLC • Loomis, Sayles & Company • Stockbridge Core and Value Advisors • Boston Company Asset Management, LLC • OFI Global Institutional, Inc. • TerraCap Management, LLC • Brandywine Global Investment Management, LLC • Principal Global Investors LLC • Wasatch Advisors • Constitution Capital Partners, LLC Winchester • PRIT Winthrop • PRIT Woburn • Charlesbank Capital Partners, LLC • Stafford Private Equity Inc. Custodian: People’s United Bank • PRIT
Worcester • Acadian Asset Management, LLC • Hancock Natural Resource Group, Inc. • Northstar Company, LLC Custodian: People’s United Bank • AEW Capital Management, LP • Harvest Partners, LP • PRIT Consultant: Meketa Investment Group • American Securities, LLC • IFM Investors (US) Advisor, LLC • Ridgemont Equity Partners • Ascent Venture Partners • Income Research & Management • Riverside Company • Boston Millenia Partners • Invesco Private Capital, Inc. • SL Capital Partners, LLP • BTG Pactual Timberland Investment Group, LLC • Lazard Asset Management, LLC • State Street Global Advisors • Capital International, Inc. • Lee Munder Capital Group, LLC • TA Associates Management • Charlesbank Capital Partners, LLC • Loomis, Sayles & Company • Vitruvian Partners, LLP • Global Infrastructure Management, LLC • Newstone Capital Partners, LLC • White Deer Energy Worcester Regional • AEW Capital Management, LP • Ascent Venture Partners • PRIT
| 2020 Annual Report | 131 PRIM INVESTMENT VENDORS (Organized by Service Provider Type)
Custodian: Consultants: BYN Mellon Aberdeen Asset Management Inc. - Portfolio Completion Strategies Advisory Services Albourne – Operational Due Diligence Service Provider Callan Associates - Public Market Advisory Services Edgewater Technology - IT Advisory Services Hamilton Lane - Private Equity Advisory Services International Woodland Company - Timberland Advisory Services KPMG LLP - Auditor NEPC, LLC - Asset Allocation Advisory Services NewAlpha Asset Management - Portfolio Completion Strategies Advisory Services Domestic Equity Managers
• Acadian Asset Management, LLC • Frontier Capital Management • Riverbridge Partners • Brandywine Global Investment Management • Goldman Sachs Investment Management • State Street Global Advisors • Driehaus Capital Management, LLC • Lord, Abbett & Co., LLC • Summit Creek Advisors International Equity Managers
• Acadian Asset Management, LLC • Marathon Asset Management, LLP • State Street Global Advisors • AQR Capital • Mondrian Investment Partners • TimesSquare • Baillie Gifford • Russell Implementation Services • Xponance Emerging Market Managers
• Acadian Asset Management, LLC • Driehaus Capital Management, LLC • T. Rowe Price • AQR Capital • Pzena Investment Management • Wasatch Advisors Inc. • Baillie Gifford Core Fixed Income Managers
• AFL-CIO Housing Investment Trust • Loomis, Sayles & Company • Pacific Investment Management Co. (PIMCO) • Blackrock Financial Management, Inc. • Longfellow Investment Management • Pugh Capital Management • Community Capital Management • New Century Advisors, LLC • RBC Global Asset Value-Added Fixed Income Managers
• 400 Capital Management, LLC • Eaton Vance Institutional Funds • Mudrick Capital Management, LP • Anchorage Capital Group, LLC • Fidelity Management Trust Company • Pacific Investment Management Co. (PIMCO) • Ashmore Investment Management, Ltd. • LibreMax Capital • Shenkman Capital Management • Berkshire Group, LLC • Loomis, Sayles & Company, LP • Voya Financial Alternative Investments—Real Estate Managers
• AEW Capital Management • CBRE Global Investors • INVESCO Realty Advisors • Blackstone • CenterSquare Investment Management • LaSalle Investment Management • Brookfield Investment Management • DivcoWest • Stockbridge Alternative Investments—Timberland
• Campbell Group, LLC • Forest Investment Associates Alternative Investments—Porfolio Completion Strategy Managers
• 400 Capital Management • Complus Asset Management Limited • LMCG Investments, LLC • Arden Asset Management • Contrarian Capital Management • Mudrick Capital Management, LP • Basswood Capital Management, LLC • Davidson Kempner Advisors, Inc. • Mygale, LLP • Blackrock Aviation • DLD Asset Management, LP • Pacific Alternative Asset Management Co. (PAAMCO) • Breakout Funds, LLC • East Lodge Capital • PGIM, Inc. • Brigade Capital G.P., LLC • Elliot Capital Advisors, LP • RV Capital Management Pvt., Ltd. • Cantab Capital Partners, LP • Fir Tree Capital Management • Sightway Capital • Canvas Capital • Goldman Sachs Asset Management • Silver Creek Advisory Partners, LLC • Capula Management Limited • Investcorp Investment Advisors, LLC • Summit Partners Public Asset Management, LLC • Cirera Capital Limited • JEN Partners, LLC • Tabor Asset Management • CKC Capital, LLC • Land and Buildings Investment Management
132 | 2020 Annual Report |