Trustees Review Investment Advisory Services Performance
Westfield State UniversityHigher Ed · Westfield, MA- Document date
- Jun 11, 2026
The 30-second brief
Westfield State University’s Finance Committee reviewed ongoing investment advisory services provided by Fund Evaluation Group, which reported approximately 2.5% returns year-to-date and over $1 million in gains. The advisor also briefed trustees on market conditions, including oil prices and interest rates.
Fund Evaluation Group holds this financial services contract with Westfield State University.
See every contract and contact at Westfield State University.
See every contractFree account · 30-second setup · No credit card
Contract details
- Contract type
- Financial Services
- Document date
- June 11, 2026
- Vendor
- Fund Evaluation Group
- Source document
- Westfield State University Board of Trustees Agenda 2026-06-11 (Agenda)
Fund Evaluation Group's other public contracts
More Westfield State University contracts
Questions about this contract
Who was awarded the financial services contract by Westfield State University?
Fund Evaluation Group was awarded this financial services contract by Westfield State University, as recorded on June 11, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in Westfield State University Board of Trustees Agenda 2026-06-11 (Agenda), dated June 11, 2026 from Westfield State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Fund Evaluation Group hold?
Fund Evaluation Group may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
Show 1 more question
What is Westfield State University currently buying?
Explore Westfield State University's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.