State Street to Manage University Planned Giving Pools
University of Vermont Board of Trustees Board Governance Work Group | State of VermontState · Burlington, VT- Document date
- May 15, 2026
The 30-second brief
The University of Vermont designates State Street Investment Management, together with the University Treasurer, to manage the Planned Giving Pools under the 2026 Investment Policy Statement. State Street is responsible for executing the investment strategy and providing annual performance and allocation reports to the Board committee.
State Street Investment Management holds this financial services contract with University of Vermont Board of Trustees Board Governance Work Group | State of Vermont. Its other public contracts on record include work for University of VBOT|Full Board and Los Angeles County Employees Retirement Association.
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Contract details
- Contract type
- Financial Services
- Document date
- May 15, 2026
- Source document
- University of Vermont Investment Policy Statement 2026-05-15 (Policy)
State Street Investment Management's other public contracts
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Questions about this contract
Who was awarded the financial services contract by University of Vermont Board of Trustees Board Governance Work Group | State of Vermont?
State Street Investment Management was awarded this financial services contract by University of Vermont Board of Trustees Board Governance Work Group | State of Vermont, as recorded on May 15, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a policy record.
Where was this contract approved?
This contract appears in University of Vermont Investment Policy Statement 2026-05-15 (Policy), dated May 15, 2026 from University of Vermont Board of Trustees Board Governance Work Group | State of Vermont. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does State Street Investment Management hold?
State Street Investment Management 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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