FINANCIAL_SERVICESAPPROVED

Westfield State University Awards Financial Services Contract to Fund Evaluation Group (April 2026)

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.

Status
APPROVED
Document date
April 28, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Fund Evaluation Group
Agency
Westfield State University · MA

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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
AgendaPacket
Source document
Westfield State University Board of Trustees Meeting Agenda Packet April 28 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

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

Fund Evaluation Group was awarded this financial services contract by Westfield State University, as recorded on April 28, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Westfield State University Board of Trustees Meeting Agenda Packet April 28 2026 (AgendaPacket), dated April 28, 2026 from Westfield State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fund Evaluation Group hold?

Fund Evaluation Group 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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What is Westfield State University currently buying?

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

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