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Bristol Retirement System
Bristol County Retirement System was established in 1936 as a public pension providing defined benefits to county employees. Christopher T. Saunders serves as...
Bristol Retirement System
Bristol County Retirement System was established in 1936 as a public pension providing defined benefits to county employees. Christopher T. Saunders serves as chairperson while Roxanne L. Donovan acts as executive director. The system targets private equity, real estate, infrastructure and natural resources. Current allocations show 14.94 percent in private equity against a 12 percent target. Confirmed holdings include Hancock Timber and Farmland Fund, BTG Pactual Open Ended Forest Fund, Ceres Partners Farmland Fund and PRIT Fund. Additional positions cover Intercontinental Real Estate Investment Fund IV, TA Realty Logistics Fund, Oaktree Real Estate Income Fund and IFM Investors Global Infrastructure Fund. Investments span the United States and select global infrastructure exposure. The fund reports 897 million dollars in assets. It maintains relationships with Segal Marco Advisors as investment consultant since 2010 and Wilmington Trust as custodian. Board meetings occurred in January 2025 to review performance and allocation, in November 2024 to discuss private equity commitments, and in June 2024 to examine infrastructure and farmland opportunities. Governance follows M.G.L. Ch. 32 and PERAC oversight with an elected and appointed board structure. Service providers include Murphy, Hesse, Toomey & Lehane for legal counsel and Stone Consulting as actuary.
General information
Firm type
Pension Fund
Year founded
1936
Location
Region
North America
Country
United States
City
Taunton
Corporate office
645 County Street, Taunton, MA, United States
Principals
Christopher T. Saunders, Esq.
Chairperson and Ex Officio Member of the Board of Trustees
Roxanne L. Donovan
Executive Director and Chief Procurement Officer
Stephen J. Rivard
Elected Member of the Board of Trustees
Sector focus
Frequently asked questions
Who runs investment decisions at Bristol Retirement System?
Christopher T. Saunders chairs the board. Roxanne L. Donovan serves as executive director. The board includes elected and appointed trustees who review commitments at monthly meetings.
Does Bristol Retirement System participate in fund commitments or only direct deals?
The system commits to funds including Intercontinental Real Estate Investment Fund IV, TA Realty Logistics Fund and IFM Investors Global Infrastructure Fund. It also holds direct interests in timberland and farmland vehicles.
What asset classes does Bristol Retirement System target?
Allocations cover private equity at 14.94 percent, real estate, infrastructure, timberland and farmland. The system maintains exposure through limited partnership interests and specific natural resource funds.
Where does Bristol Retirement System invest geographically?
The majority of holdings are in the United States. Infrastructure exposure extends globally through the IFM Investors vehicle.
How is Bristol Retirement System regulated?
The system operates under Massachusetts General Laws Chapter 32 and oversight by the Public Employee Retirement Administration Commission.
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