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OPEB Board to Review Investment Policy with Bartholomew

City of Marlborough logoCity of Marlborough
Document date
Jun 25, 2026

The 30-second brief

What it covers

The City of Marlborough OPEB Board plans to receive input from Bartholomew on potential changes to the OPEB Trustee investment policy, including adjustments to the equity/bond allocation and potential investment of up to 3% in private credit. These agenda items reflect ongoing financial advisory services provided to the OPEB Trust.

Who holds it

BARTHOLOMEW holds this financial services contract with City of Marlborough. Its other public contracts on record include work for Sudbury Water District and Town of Pepperell.

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Contract details

Contract type
Financial Services
Document date
June 25, 2026
Vendor
BARTHOLOMEW
Agency
City of Marlborough
Source document
City of Marlborough Other Post Employment Benefits (OPEB) Meeting Agenda 2026-06-25 (Agenda)

BARTHOLOMEW's other public contracts

Sudbury Water District, MassachusettsBartholomew Manages District Treasury Bill Investments · Sep 29, 2026Town of Pepperell, MassachusettsBoard Discusses Bartholomew OPEB Investment Adviser Authorization · Sep 9, 2026UndisclosedTown of Billerica, MassachusettsFoundation Considers Investment Fund Transfer to Bartholomew · Aug 5, 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 City of Marlborough contracts

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Questions about this contract

Who was awarded the financial services contract by City of Marlborough?

BARTHOLOMEW was awarded this financial services contract by City of Marlborough, as recorded on June 25, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Marlborough Other Post Employment Benefits (OPEB) Meeting Agenda 2026-06-25 (Agenda), dated June 25, 2026 from City of Marlborough. 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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