Foundation continues OCIO investment services with Graystone

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.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

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.

Document type

Minutes

Source document

Sonoma State University Board of Directors Meeting Minutes December 2025

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Frequently asked questions

Common questions about this contract, answered from the record.

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

GRAYSTONE was awarded this financial services contract by Sonoma State University, as recorded on December 5, 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 Sonoma State University Board of Directors Meeting Minutes December 2025 (Minutes), dated December 5, 2025 from Sonoma State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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Foundation continues OCIO investment services with Graystone

Scope & details

Related contracts

Frequently asked questions

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

What type of contract is this?

Where was this contract approved?

What other contracts does GRAYSTONE hold?

What is Sonoma State University currently buying?

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