Pension Fund

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Weymouth Retirement System

Weymouth Retirement System was established in 1936 to administer benefits for public employees of the Town of Weymouth. Joseph L. Davis serves as chairman of...

Weymouth Retirement System

Weymouth Retirement System was established in 1936 to administer benefits for public employees of the Town of Weymouth. Joseph L. Davis serves as chairman of the retirement board alongside other elected and appointed members. The system holds a diversified portfolio with allocations to global equity, core fixed income, private equity, portfolio completion strategies, and real estate. Confirmed commitments include positions with HarbourVest Partners, Adams Street Partners, Constitution Capital Partners, Hamilton Lane, and Siguler Guff. Geographic exposure centers on the United States with additional holdings through managers active in North America and Europe. Assets total $267 million. The system maintains membership in the Massachusetts Association of Contributory Retirement Systems and the National Conference of Public Employee Retirement Systems. Fiducient Advisors serves as investment advisor and Comerica Bank as custodian. Governance rests with a multi-member retirement board that combines elected employee representatives, mayoral appointees, and the town accountant in an ex-officio capacity.

General information

Firm type

Pension Fund

Year founded

1936

Location

Region

North America

Country

United States

City

Weymouth

Corporate office

807 Broad Street, Weymouth, MA, United States

Principals

Joseph L. Davis

Chairman and Elected Member of the Retirement Board

Sector focus

Diversified

Frequently asked questions

Who runs investment decisions at Weymouth Retirement System?

Joseph L. Davis chairs the retirement board. Additional members include Edward J. Masterson, Joseph Clancy, Gregory P. Hargadon, Richard J. Hayes, and Barbara A. Costa.

Does Weymouth Retirement System participate in fund commitments or only direct deals?

The system commits to private equity funds. Holdings include HarbourVest Partners IX, Adams Street Partners, Constitution Capital Partners, Hamilton Lane, and Siguler Guff.

What asset classes does Weymouth Retirement System allocate to?

Current allocations include global equity at 53 percent, core fixed income at 21.7 percent, private equity at 13.4 percent, portfolio completion strategies at 7.6 percent, and real estate at 4.2 percent.

Where does Weymouth Retirement System source its investment managers?

The system engages external managers including Riverbridge Partners, Rhumbline Advisors, Loomis Sayles, Aristotle Capital Management, BlackRock, State Street Global Advisors, and Brandywine Global.

How is Weymouth Retirement System governed?

A retirement board of elected, appointed, and ex-officio members oversees the system. The board sets allocation targets and monitors external managers and custodians.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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