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PROFESSIONAL_SERVICESONGOING

Morningstar Provides Asset Allocation Analytics for Retirement Plan

Morningstar Investment Management LLC supplies asset allocation and target date glide path models for participant equity exposure illustrations used in Coweta County's retirement plan reports. This support is ongoing and used for educational and analytical purposes.

Document date · December 31, 2024

Issuing agencyCoweta CountyVendorMorningstar Investment Management Llc

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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

Scope & details

The full contract record, as filed.

Contract type
PROFESSIONAL_SERVICES
Contract term
As of 12/31/2024; ongoing involvement for illustrative glide path and asset allocation data
Renewal
No renewal or amendment detail given; reference is recurring as part of financial modeling.
Document type
Report
Source document
coweta-county-salary-deferral-plan-performance-insights_2d4.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the professional services contract by Coweta County?

Morningstar Investment Management Llc was awarded this professional services contract by Coweta County, as recorded on December 31, 2024.

What type of contract is this?

This is a Professional Services contract, documented as a report record.

Where was this contract approved?

This contract appears in coweta-county-salary-deferral-plan-performance-insights_2d4.pdf (Report), dated December 31, 2024 from Coweta County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morningstar Investment Management Llc hold?

Morningstar Investment Management Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Morningstar Investment Management Llc's profile

What is Coweta County currently buying?

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