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INVESTMENT VENDORS  the Following Is a Listing of the Investment Managers, Custodians, and Consultants That Serve the Massachusetts Public Pension Systems 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 BOARD INVESTMENT VENDORS ADAMS • Capital Research and Management • Granite Investment Advisors Custodian: State Street Bank & Trust Consultant: Fiduciary Investment Advisors AMESBURY • PRIT ANDOVER • PRIT Consultant: Dahab Associates ARLINGTON • PRIT • Wilshire Associates Inc. Custodian: State Street Bank & Trust ATTLEBORO • Boston Advisors, LLC • Hancock Timber Resource Group, Inc. • Orleans Capital Management Corp. Custodian: People’s United Bank • BTG Pactual Timberland Investment Group • Herndon Capital Management, LLC • PRIT Consultant: Dahab Associates Inc. • Daruma Capital Management, LLC • Intercontinental Real Estate Corp. • RhumbLine Advisers • Fidelity Institutional Asset Management • Invesco Core Real Estate USA, LP • State Street Global Advisors • Frontier Capital Management Co., LLC • Invesco National Trust Company • Wells Capital Management Inc. BARNSTABLE COUNTY • Intercontinental Capital Management, LLC • PRIT • UBS Realty Investors, LLC BELMONT • AEW Capital Management, LP • Loomis Sayles & Company • RhumbLine Advisers Custodian: State Street Bank & Trust • Atlanta Capital • Pacific Investment Management Company, LLC • Rothschild Asset Management Inc. Consultant: New England Pension • Harbourvest Partners, LLC • PRIT • Scout Capital Management, LLC Consultants BERKSHIRE COUNTY • PRIT BEVERLY • PRIT BLUE HILLS REGIONAL • PRIT BOSTON (CITY) • 57 Stars, LLC • Federal Street Partners, LLC • Prudential Capital Partners Custodian: State Street Bank & Trust • AEW Capital Management, LP • Fisher Investments • RhumbLine Advisers • Alcentra NY, LLC • GAM USA, Inc. • Richmond Capital Management, Inc. Consultant: New England Pension Consultants • Angelo, Gordon & Co., LP • Goldentree Asset Management, LP • Sanderling Ventures • Arclight Capital Partners, LLC • Grosvenor Capital Management, LP • SCP Private Equity Partners • Aristotle Capital Management, LLC • Hamilton Lane • Siguler Guff Advisers, LLC • Arsenal Real Estate Funds, LLC • Hearthstone Inc. • SL Capital Partners • Ascent Venture Partners • Income Research + Management • State Street Global Advisors • Audax Group • Intech • Sterling Venture Partners, LLC • AXA Real Estate Investment Managers Ltd. • Intercontinental Real Estate Corp. • TA Realty • Bernzott Capital Advisors • Invesco Core Real Estate USA, LP • TH Lee Putnam Ventures BlackRock A J.F • dvisors, LLC • . Lehman & Company, Inc. • The Davis Companies • Blue Point Capital Partners, LLC • J.P. Morgan Investment Management, Inc. • Thomas H. Lee Partners, LP • Boston Millennia Partners • J.W. Childs Associates, LP • Thoma Bravo, LLC • Brookfield Asset Management • LaSalle Investment Management, Inc. • Thomas Weisel Global Growth Partners, LLC • CCMP Capital Advisors, LLC • Lazard Asset Management, LLC • Centersquare Investment Management Holdings, Inc. • Lexington Partners, LP • Todd Asset Management • Columbia Management Investment Advisors, LLC • Loomis Sayles & Company • Tristan Capital Partners • Commonwealth Capital Ventures • Mesirow Advanced Strategies, Inc. • Vanguard Venture Partners, LLC • Courtland Partners • Mesirow Financial Investment Management, Inc. • Vontobel Asset Management, Inc. • Crescent Capital Group, LP • MPM Capital, LP • W Capital Partners • DDJ Capital Management • NGP Energy Capital Management, LLC • Wells Capital Management, Inc. • D.E. Shaw Investment Management, LLC • Oaktree Capital Management, LP • Western Technology • DRC Capital, LLP • PanAgora Asset Management, Inc. • Westfield Capital Management Company, LP • Dune Capital Management, LP • Pearlmark Investment Advisors, LLC • Westport Capital Partners, LLC • Energy Spectrum Partners • Perella Weinberg Partners Capital Management, LP • Z Capital Partners, LLC • EnTrust Partners, LLC • Permal Asset Management, Inc. • Zevenbergen Capital Investments, LLC • Evercore Advisors, LLC • Polunin Capital Partners PERAC ANNUAL REPORT 2016 | 119 RETIREMENT BOARD INVESTMENT VENDORS BOSTON TEACHERS • PRIT BRAINTREE • Acadian Asset Management, LLC • Massachusetts Financial Services Company • PRIT Custodian: SEI Private Trust Company • Lexington Partners, LP • Pictet Asset Management • RhumbLine Advisers • Loomis Sayles & Company • SEI Investments Management Corporation BRISTOL COUNTY • Aberdeen Asset Management • Hunt Investment Management, LLC • Pacific Investment Management Company, LLC Custodian: State Street Bank & Trust • Arrowstreet Capital, LP • Income Research & Management • Polaris Capital Management, LLC Consultant: Segal Marco Advisors • Ashmore Investment Advisors, Ltd. • Intech • PRIT • BlackRock Investment Management, LLC • Intercontinental Real Estate Corp. • RBC Global Asset Management (U.S.), Inc. • Brookfield Timberlands Management, LP • Invesco Advisers, Inc. • Rice Hall James & Associates, LLC • CB Richard Ellis Group, Inc. • Lazard Asset Management, LLC • RREEF Management, LLC • Colchester Global Investors • LSV Asset Management • SEI Trust Company • Columbia Management Investment Advisers, LLC • Lyrical Asset Management, LP • Stone Harbor Investment Partners • DN Partners • Massachusetts Financial Services Company • TA Realty • Dupont Capital Management • Mesirow Financial Private Equity Advisors, Inc. • Timberland Investment Resources, LLC • Earnest Partners, LLC • New Boston Fund, Inc. • WL Ross & Co., LLC • GCM Customized Fund Investment Group BROCKTON • Aberdeen Asset Management • Hunt Investment Management, LLC • New Boston Fund, Inc. Custodian: SEI Private Trust Company • Arsenal Real Estate Partners • Intercontinental Capital Management, LLC • New England Capital Partners • Ascent Venture Partners • Invesco Private Capital, Inc. • Oppenheimer Alternative Investment • Boston Capital Ventures • Landmark Partners, LLC Management • Charlesbank Capital Partners, LLC • Mesirow Financial Investment Management , Inc. • SEI Investments Management Corp. • HealthPoint, LLC • Siguler Guff Advisers, LLC BROOKLINE • AEW Capital Management, LP • Invesco Private Capital, Inc. • Russell Investment Group Custodian: Russell Investments • Hancock Timber Resource Group, Inc. • Lexington Partners, LP • Sustainable Woodlands Partners, LLC • HarbourVest Partners, LLC • PRIT CAMBRIDGE • Aberdeen Asset Management • Income Research & Management • Penn Square Global Real Estate Group, LLC Custodian: People’s United Bank • AEW Capital Management, LP • Intercontinental Real Estate Corp. • Polaris Capital Management, LLC Consultant: Segal Marco Advisors • Ascent Venture Partners • Invesco Core Real Estate USA, LP • PRIT • BlackRock Investment Management, LLC • J.P. Morgan Investment Management • RBC Global Asset Management (U.S.), Inc. • Brandywine Global Investment Management, LLC • Landmark Partners, LLC • RhumbLine Advisers • Columbia Management Investment Advisors, LLC • Lazard Asset Management, LLC • Rockwood Capital, LLC • Fidelity Institutional Asset Management • Lexington Partners, LP • State Street Global Advisors • Hamilton Lane • Loomis Sayles & Co. • UBS Realty Advisors, LLC • Hancock Timber Resource Group, Inc. • MacKay Shields, LLC • WEDGE Capital Management, LLP • IFM Investors (US) Advisor • MFS Institutional Advisors, Inc. • Wellington Management Company CHELSEA • PRIT CHICOPEE • PRIT • SEI Investments Management Corp. Custodian: SEI Private Trust Company CLINTON • PRIT Consultant: Trust Advisory Group, Ltd. CONCORD • Columbia Threadneedle Investments • PRIT • Russell Investment Group Custodian: Comerica Securities DANVERS • Barings, LLC • Longfellow Investment Management Co., LLC • RhumbLine Advisers Custodian: Comerica • Dalton, Greiner, Hartman, Maher & Co., LLC • Lyrical Asset Management • Shafer Cullen Consultant: Graystone Consulting • Equus Capital Partners, Ltd. • Manulife Asset Management • Shenkman Capital Management, Inc. • Fidelity Investments Money Management, Inc. • Mount Lucas Management, LP • TA Realty • Gerber-Taylor Management Company • PRIT • TWIN Capital Management 120 | PERAC ANNUAL REPORT 2016 RETIREMENT BOARD INVESTMENT VENDORS DEDHAM • PRIT DUKES COUNTY • Atlanta Capital • Polen Capital Management, LLC • Vanguard Custodian: State Street Bank & Trust • Garcia Hamilton & Associates LP • PRIT Consultant: Dahab Associates, Inc. EASTHAMPTON • PRIT ESSEX COUNTY • Ascent Venture Partners • Levine Leichtman Capital Partners, Inc.. • Principal Real Estate Investors, LLC Custodian: State Street Bank & Trust • BlackRock Investment Management, LLC • MassVentures • Sentinel Real Estate Corporation Consultant: Dahab Associates, Inc. • Boston Millennia Partners • PRIT • TA Realty • Intercontinental Real Estate Corp. EVERETT • PRIT FAIRHAVEN • PRIT FALL RIVER • PRIT • SL Capital Partners, LLP FALMOUTH • Baring Asset Management (Asia) Limited • Invesco Private Capital, Inc. • Prinicipal Real Estate Investors, LLC Custodian: State Street Bank & Trust • Denver Investments • Lexington Partners, LP • RhumbLine Advisers Consultant: Wainwright Investment • Dimensional Fund Advisors, LP • LMCG Investments, LLC • SEI Trust Company Counsel, LLC • Earnest Partners, LLC • Mesirow Financial Private Equity Advisors, Inc. • Seizert Capital Partners, LLC • HGK Asset Management, Inc. • Metropolitan Real Estate Equity Management, LLC • Siguler Guff Advisers, LLC • Intercontinental Real Estate Corp. • PRIT • State Street Global Advisors FITCHBURG • PRIT • TA Realty FRAMINGHAM
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