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Medford Retirement System
Medford Retirement System is a US-based pension fund serving City employees, Medford Housing Authority employees, and their beneficiaries. It focuses on...
Medford Retirement System
Medford Retirement System is a US-based pension fund serving City employees, Medford Housing Authority employees, and their beneficiaries. It focuses on investments in the private equity sector, specifically biotech and life science companies.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
Medford
Principals
Rick Jordan
Chairperson of the Medford Retirement Board
Sector focus
Frequently asked questions
Who runs investment decisions at Medford Retirement System?
Rick Jordan serves as Chairperson of the Medford Retirement Board. The board sets policy and reviews performance with support from NEPC as investment advisor.
How does Medford Retirement System deploy capital?
The system places the majority of assets in the PRIT Fund and PRIT Core Real Estate account. It also holds commitments to GoldenTree Distressed Fund IV, Spiral Capital Vintage 2025, and Kayne Anderson Capital Advisors.
What asset classes does Medford Retirement System hold?
Holdings include U.S. equities via RhumbLine, international equities via Lazard, emerging markets equities, multi-asset strategies via PIMCO, and real estate through PRIT.
What regulatory oversight applies to Medford Retirement System?
The Public Employee Retirement Administration Commission (PERAC) provides regulatory oversight for the system as a Massachusetts public pension plan.
Where does Medford Retirement System custody its assets?
M&T Bank serves as custodian. NEPC provides investment advisory services.
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