University of Vermont Investment Policy Statement 2026-05-15
State Street to Manage University Planned Giving Pools
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Description
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.
Contract Details
Vendor
STATE STREET INVESTMENT MANAGEMENT
Agency
University of VBOT|Board Governance Work Group, VT
Contract Type
FINANCIAL_SERVICES
Document Date
May 15, 2026
Renewal Info
The engagement is governed by the Investment Policy Statement, which calls for at least annual reporting and review by the Budget, Finance and Investment Committee; no fixed end date is specified.
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