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FINANCIAL_SERVICESONGOING

Brookline Housing Advisory Board Agenda 2026-07-01

Trust Funds Invested With Morgan Stanley

Brookline School DistrictMORGAN STANLEYJune 30, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The Affordable Housing Trust Fund currently has about $10.59 million invested with Morgan Stanley, generating reported monthly returns of 3.5–4%. No specific contract dates or renewal terms were discussed in the meeting minutes.

Contract Details

Vendor

MORGAN STANLEY

Agency

Brookline School District, MA

Contract Type

FINANCIAL_SERVICES

Document Date

June 30, 2026

Renewal Info

No information on contract duration, renewal, or investment advisory agreement terms is provided in the document.

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