Civic IQ
CONTRACTAPPROVED
Get alerts

Westfield State University Awards Financial Services Contract to Fund Evaluation Group LLC (December 2025)

Westfield State University logoWestfield State University
Approved
Dec 18, 2025

The 30-second brief

What it covers

The Board of Trustees authorized transferring management of Westfield State University's investment funds from Charles Schwab to Fund Evaluation Group LLC as the institution's new investment advisors, with the in-kind transfer to occur before June 30, 2024. This action formalizes a new financial services relationship for managing university investments.

Who holds it

Fund Evaluation Group LLC holds this financial services contract with Westfield State University. Its other public contracts on record include work for City of Grosse Pointe Woods and University Of Illinois System Offices.

What happens next

Term as filed: Before June 30, 2024 (effective transfer date for FY23-24).

See who signed off on this contract.

See who signed off

Free account · 30-second setup · No credit card

Contract details

Contract type
Financial Services
Document date
December 18, 2025
Term
Before June 30, 2024 (effective transfer date for FY23-24)
Vendor
Fund Evaluation Group LLC
Agency
Westfield State University
Source document
westfield_state_university_board_of_trustees_meeti.pdf (Minutes)

Fund Evaluation Group LLC's other public contracts

Westfield State University, MassachusettsWestfield Recommends $1.54M FEG Investment Transfer · Oct 23, 2026$1.5MCity of Grosse Pointe Woods, MichiganFund Evaluation Group invoices $1,024 for Q1 2026 services · Jul 31, 2026$1KUniversity Of Illinois System Offices, IllinoisFund Evaluation Group Advises University Investment Pools · Jul 16, 2026UndisclosedWestfield State University, MassachusettsUniversity Approves $1.54M Investment Income Drawdown · Jun 11, 2026$1.5MWestfield State University, MassachusettsUniversity Continues Engagement With Investment Advisor FEG · Jun 11, 2026UndisclosedAll Fund Evaluation Group LLC contractsVendor profile

More Westfield State University contracts

Beacon BankWestfield Maintains $6.12M in Beacon Bank Accounts · Oct 23, 2026Berkshire BankWestfield Recommends $1.54M Transfer to Berkshire Bank · Oct 23, 2026$1.5MNational Institute for Student Success (Niss)WSU Continues Student Success Partnership With NISS · Oct 23, 2026UndisclosedFund Evaluation Group LLCWestfield Recommends $1.54M FEG Investment Transfer · Oct 23, 2026$1.5MCharles SchwabWestfield Recommends Schwab Account for Student Fund · Oct 23, 2026All Westfield State University activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Westfield State University?

Fund Evaluation Group LLC was awarded this financial services contract by Westfield State University, as recorded on December 18, 2025.

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 westfield_state_university_board_of_trustees_meeti.pdf (Minutes), dated December 18, 2025 from Westfield State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fund Evaluation Group LLC hold?

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

Show 1 more question

What is Westfield State University currently buying?

Explore Westfield State University's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

Work in government? Get Civic IQ free →
More Westfield State University contracts →Browse all agencies in Massachusetts →