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Bartholomew Presents 2025 OPEB Fund Performance Review

Housing Authority of the Town of Salem
Document date
Jan 7, 2026

The 30-second brief

What it covers

The Trustees of the Trust Fund heard a 2025 performance review from Bartholomew on the Town’s OPEB investment portfolio, including returns and a 0.4% annual management fee structure. The firm continues to manage a 70/30 equities-to-bonds allocation for the OPEB trust.

Who holds it

BARTHOLOMEW holds this financial services contract with Housing Authority of the Town of Salem. Its other public contracts on record include work for Town of Pepperell and Town of Billerica.

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Contract details

Contract type
Financial Services
Document date
January 7, 2026
Vendor
BARTHOLOMEW
Agency
Housing Authority of the Town of Salem
Source document
Trustees of the Trust Fund Meeting Minutes January 2026 (Minutes)

BARTHOLOMEW's other public contracts

Town of Pepperell, MassachusettsBoard Discusses Bartholomew OPEB Investment Adviser Authorization · Sep 9, 2026UndisclosedTown of Billerica, MassachusettsFoundation Considers Investment Fund Transfer to Bartholomew · Aug 5, 2026UndisclosedCity of Marlborough, MassachusettsOPEB Board to Review Investment Policy with Bartholomew · Jun 25, 2026UndisclosedTown of Carlisle, MassachusettsBartholomew Manages Carlisle’s CPA Investment Funds · May 26, 2026UndisclosedTown of Auburn, MassachusettsBartholomew Manages Auburn’s Trust Fund Investments · May 11, 2026UndisclosedAll BARTHOLOMEW contractsVendor profile

More Housing Authority of the Town of Salem contracts

VINNYBeaver Bypass Maintenance Contract Approved · Aug 5, 2026HARVEYConservation Area Signage Contract Awarded to Harvey · Aug 5, 2026$5.8KPrinceton EngineeringEngineer Certifies Design of 37.4 kW Solar Array · Aug 4, 2026UndisclosedVishtik Technologies LLCSolar Modeling Backs Front-Yard Array Placement · Aug 4, 2026UndisclosedHurley Environmental and Land PlanningEnvironmental Review Supports Salem Solar Application · Aug 4, 2026UndisclosedAll Housing Authority of the Town of Salem activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Housing Authority of the Town of Salem?

BARTHOLOMEW was awarded this financial services contract by Housing Authority of the Town of Salem, as recorded on January 7, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Trustees of the Trust Fund Meeting Minutes January 2026 (Minutes), dated January 7, 2026 from Housing Authority of the Town of Salem. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does BARTHOLOMEW hold?

BARTHOLOMEW may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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Explore Housing Authority of the Town of Salem's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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