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FINANCIAL_SERVICESAPPROVED

Westfield State University Board of Trustees Meeting Agenda Packet April 28 2026

Board Approves Investment Account Consolidation with FEG

Westfield State UniversityFUND EVALUATION GROUPApril 28, 2026

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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
IANS Research logo

Description

The Board of Trustees approved consolidating Westfield State University’s two investment accounts into a single aggregated account based on the recommendation of investment advisor Fund Evaluation Group. The move is intended to streamline reporting and management while retaining the current mix of equities and fixed income investments.

Contract Details

Vendor

FUND EVALUATION GROUP

Agency

Westfield State University, MA

Contract Type

FINANCIAL_SERVICES

Document Date

April 28, 2026

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