Retirement System
Investment Returns

The state's Public Employee Retirement Administration Commission conducts an annual valuation of the Weymouth Retirement System.
Read more...
 
Fund Managers

Our retirement Board employs a number of investment professionals to prudently invest the assets of the system.

MANAGER
 
Pyramis
Rhumbline Advisors
The Boston Company
Westfield Capital
PENN Capital
Loomis Sayles
State Street Global Advisors
Artio Global Advisors
INVESCO
PRIM/PRIT
Intercontinental
 
 
 
 
 
Pension Assets
INVESTMENT MANAGER TARGET

Fixed Income
Core Plus Fixed Income Bradford & Marzec 12%
Income Research & Management 6%
PPIF Advent/Wellington 2%
Fixed Income Subtotal 20%
Domestic Equity
S&P 500 Index Fund Rhumbline Advisors 15%
Large Cap, High Alpha The Boston Company 9%
Large Cap Growth Westfield Capital 9%
Small-Mid Cap PENN Capital 5%
Small-Mid Cap Loomis Sayles 5%
Domestic Equity Subtotal 43%
International Equity
Core International Equity Earnest Partners 7.5%
International Equity Artio Global Advisors 7.5%
International Equity Subtotal 15%
Alternatives
Private Equity Fund of Funds INVESCO 5%
Core Real Estate PRIM/PRIT 9%
Core Real Estate Intercontinentaol 1%
Hedge Fund of Funds PRIM/PRIT 7%
Alternatives Subtotal 22%
TOTAL ASSET ALLOCATION 100%
Custodial Services State Street Specialized
Trust Services
Consultant Services Fiduciary Investment Advisors
Investor Protection Services Thornton & Naumes LLP
 
Board Members
Under M.G.L. Chapter 32, Municiple retirement systems are governed by a five-member board, which is independent of the local government. Each board has two members representing the municipal government, two members elected by the system's membership, and a fifth member, who is appointed by the other four members, and who is not a member of the retirement system.
Read more...
 
Valuation
This report presents the results of the actuarial valuation of the Weymouth Retirement System.
Read more...