Pension Board Adjusts Portfolio with Morgan Stanley Graystone

The Pension Plan B Board approved investment and asset allocation changes recommended by Morgan Stanley Graystone, including moving to a 50% fixed income and 50% equity mix. The action adjusts the existing investment management strategy to reduce risk while reflecting recent positive performance.

Document date · September 17, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Existing investment management relationship updated with new asset allocation and portfolio changes as recommended by the advisor; no explicit term or renewal date stated.

Document type

Minutes

Source document

board-of-trustees-pension-plan-b-meeting-minutes-september-17-2025_a74.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Bridgeport?

Morgan Stanley Graystone was awarded this financial services contract by City of Bridgeport, as recorded on September 17, 2025.

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 board-of-trustees-pension-plan-b-meeting-minutes-september-17-2025_a74.pdf (Minutes), dated September 17, 2025 from City of Bridgeport. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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