State Street to Manage University Planned Giving Pools

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.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

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.

Document type

Policy

Source document

University of Vermont Investment Policy Statement 2026-05-15

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by University of VBOT|Board Governance Work Group?

State Street Investment Management was awarded this financial services contract by University of VBOT|Board Governance Work Group, 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 VBOT|Board Governance Work Group. 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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