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Seeking investment advisor for portfolio management

Westfield State University logoWestfield State University
Document date
Feb 9, 2024
Term
June 30, 2024

The 30-second brief

What it covers

Westfield State University is seeking proposals for investment advisor services as the current contract with Corient is set to expire on June 30, 2024. The University is initiating a bid process to identify a suitable vendor for managing its investment portfolio.

Who holds it

CORIENT holds this investment advisor contract with Westfield State University. Its other public contracts on record include work for Bunker Hill Community College and Massasoit Community College.

What happens next

Term as filed: June 30, 2024.

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Contract details

Contract type
Investment Advisor
Document date
February 9, 2024
Term
June 30, 2024
Vendor
CORIENT
Agency
Westfield State University
Source document
westfield_state_university_investment_subcommittee.pdf (Minutes)

CORIENT's other public contracts

Bunker Hill Community College, MassachusettsBHCC Adds $65K Second Corient Investment Line · Jul 1, 2026$65KBunker Hill Community College, MassachusettsBHCC Allocates $217K for Corient Investment Services · Jul 1, 2026$217KBunker Hill Community College, MassachusettsCommittee to Review Investments with Corient · Mar 23, 2026UndisclosedMassasoit Community College, MassachusettsCorient Updates Board on College Investments · Feb 18, 2026UndisclosedWestview School Corporation, IndianaBoard Engages Corient for Retirement Plan Advisory · Feb 12, 2026UndisclosedAll CORIENT contractsVendor profile

More Westfield State University contracts

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Questions about this contract

Who was awarded the investment advisor contract by Westfield State University?

CORIENT was awarded this investment advisor contract by Westfield State University, as recorded on February 9, 2024.

What type of contract is this?

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

Where was this contract approved?

This contract appears in westfield_state_university_investment_subcommittee.pdf (Minutes), dated February 9, 2024 from Westfield State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does CORIENT hold?

CORIENT 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 Westfield State University currently buying?

Explore Westfield State University's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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