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FINANCIAL_SERVICESONGOING

Sonoma State University Board of Directors Meeting Minutes December 2025

Foundation continues OCIO investment services with Graystone

Sonoma State UniversityGRAYSTONEDecember 5, 2025

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TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Description

The Sonoma State University Foundation continues its outsourced chief investment officer relationship with Graystone, which delivered a quarterly performance report and proposed updates to the endowment’s long-term asset allocation. The Investment Committee showed general consensus toward Graystone’s recommended shift from hedge funds to private investments, with formal policy changes to be considered at future meetings.

Contract Details

Vendor

GRAYSTONE

Agency

Sonoma State University, CA

Contract Type

FINANCIAL_SERVICES

Document Date

December 5, 2025

Renewal Info

Graystone’s role as OCIO is ongoing; proposed changes to asset allocation and related investment policy updates will be brought to the Board in future meetings for approval.

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