FINANCIAL_SERVICESONGOING

Trustees Review Investment Advisory Services Performance

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.

Status
ONGOING
Document date
June 11, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Fund Evaluation Group
Agency
Westfield State University · MA

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WithersRavenel logo
Derivita logo
Comcate logo
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WithersRavenel logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Agenda
Source document
Westfield State University Board of Trustees Agenda 2026-06-11

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Frequently asked questions

Common questions about this contract, answered from the record.

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.

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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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