Westfield State University Board of Trustees Meeting Agenda Packet February 2026
University Investment Accounts to be Consolidated per FEG
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Description
Westfield State accepted Fund Evaluation Group's recommendation to merge two Schwab investment accounts into one consolidated account, improving efficiency and reporting.
Contract Details
Vendor
FUND EVALUATION GROUP
Agency
Westfield State University, MA
Contract Type
FINANCIAL_SERVICES
Document Date
February 19, 2026
Renewal Date
2026-03-31
Renewal Info
FEG is ongoing investment advisor; account structure will be reviewed as needed. Engagement may be reviewed or renewed on a regular basis.
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