CONTRACTAPPROVED

AL-State-Alabama State Treasurer Awards Financial Services Contract to Western Asset (November 2024)

Approved: Nov 21, 2024

What it covers

The Alabama Trust Fund approved termination of Western Asset at its September 2024 special meeting. The fund will transition the firm's assets to Fidelity and Manulife.

Who holds it

Western Asset holds this financial services contract with AL-State-Alabama State Treasurer. Its other public contracts on record include work for City of Sebastopol and City of Oklahoma.

What happens next

Term as filed: Termination approved at September 2024 special meeting.

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Contract details

Contract type: Financial Services
Document date: November 21, 2024
Term: Termination approved at September 2024 special meeting
Vendor: Western Asset
Agency: AL-State-Alabama State Treasurer
Source document: Alabama Trust Fund Minutes Board of Trustees Meeting November 21, 2024 (Minutes)

Western Asset's other public contracts

City of Sebastopol, CaliforniaWestern Asset Identified for Potential Bond Management · Jun 2, 2026Undisclosed City of Oklahoma, OklahomaWestern Asset Fixed Income Mandate Terminated · Dec 11, 2025Undisclosed City of Oklahoma, OklahomaBoard Pays Western Asset for 3Q Investment Management · Dec 11, 2025$60.1K City of Oklahoma, OklahomaTermination of Western Asset Holdings Considered · Dec 11, 2025Undisclosed City of Baton Rouge, LouisianaWestern Asset Funds Shifted to New Ares Allocation · Aug 27, 2025Undisclosed All Western Asset contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by AL-State-Alabama State Treasurer?

Western Asset was awarded this financial services contract by AL-State-Alabama State Treasurer, as recorded on November 21, 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 Alabama Trust Fund Minutes Board of Trustees Meeting November 21, 2024 (Minutes), dated November 21, 2024 from AL-State-Alabama State Treasurer. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Western Asset hold?

Western Asset 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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Explore AL-State-Alabama State Treasurer's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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