UBS Manages OPEB Trust Investments for Will County
Will CountyCounty · Joliet, IL- Document date
- Oct 8, 2024
The 30-second brief
Will County's OPEB Committee receives ongoing investment advisory and portfolio management services from UBS Financial, including strategy recommendations and regular portfolio reviews. UBS oversees the asset allocation and investment results for the OPEB Trust, as of September 25, 2024.
Ubs Financial holds this financial services contract with Will County. Its other public contracts on record include work for Florence Independent School District and Judson Independent School District.
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Contract details
- Contract type
- Financial Services
- Document date
- October 8, 2024
- Vendor
- Ubs Financial
- Agency
- Will County
- Source document
- will-county-opeb-committee-meeting-minutes-october-8-2024_b5b.pdf (Minutes)
Ubs Financial's other public contracts
More Will County contracts
Questions about this contract
Who was awarded the financial services contract by Will County?
Ubs Financial was awarded this financial services contract by Will County, as recorded on October 8, 2024.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in will-county-opeb-committee-meeting-minutes-october-8-2024_b5b.pdf (Minutes), dated October 8, 2024 from Will County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Ubs Financial hold?
Ubs Financial 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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