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Town of Old Saybrook Awards Investment Management Contract to Morgan Stanley (September 2025)

Town of Old Saybrook logoTown of Old Saybrook
Approved
Sep 25, 2025

The 30-second brief

What it covers

Morgan Stanley's recommendation to reduce the Kayne Anderson midcap holding and allocate the proceeds to the midcap ETF (IJH) was approved. This strategic shift aims to enhance portfolio quality with a more diversified index return.

Who holds it

Morgan Stanley holds this investment management contract with Town of Old Saybrook. Its other public contracts on record include work for Ke Kula O Samuel M Kamakau - A Laboratory Pcs and City of Lawton.

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Contract details

Contract type
Investment Management
Document date
September 25, 2025
Term
NA
Vendor
Morgan Stanley
Agency
Town of Old Saybrook
Source document
old-saybrook-pension-and-benefits-board-meeting-minutes-09-25-2025_c92.pdf (Minutes)

Morgan Stanley's other public contracts

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More Town of Old Saybrook contracts

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Questions about this contract

Who was awarded the investment management contract by Town of Old Saybrook?

Morgan Stanley was awarded this investment management contract by Town of Old Saybrook, as recorded on September 25, 2025.

What type of contract is this?

This is a Investment Management contract, documented as a minutes record.

Where was this contract approved?

This contract appears in old-saybrook-pension-and-benefits-board-meeting-minutes-09-25-2025_c92.pdf (Minutes), dated September 25, 2025 from Town of Old Saybrook. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley hold?

Morgan Stanley 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 Town of Old Saybrook currently buying?

Explore Town of Old Saybrook's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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