Morgan Stanley Manages OPEB Portfolio, Reports Positive Returns
Town of GreenwichCity · Greenwich, CT- Document date
- Jul 24, 2025
The 30-second brief
Morgan Stanley provides investment advisory services, managing the OPEB portfolio with a focus on equities, fixed income, and tactical trades. The fiscal year 2025 net return was 11.77%, beating the benchmark by 47 bps. They recommend no asset allocation changes at this point.
Morgan Stanley holds this investment advisory contract with Town of Greenwich. Its other public contracts on record include work for Ke Kula O Samuel M Kamakau - A Laboratory Pcs and City of Lawton.
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Contract details
- Contract type
- Investment Advisory
- Document date
- July 24, 2025
- Term
- NA
- Vendor
- Morgan Stanley
- Agency
- Town of Greenwich
- Source document
- town-of-greenwich-meeting-minutes-july-24-2025_566.pdf (Minutes)
Morgan Stanley's other public contracts
More Town of Greenwich contracts
Questions about this contract
Who was awarded the investment advisory contract by Town of Greenwich?
Morgan Stanley was awarded this investment advisory contract by Town of Greenwich, as recorded on July 24, 2025.
What type of contract is this?
This is a Investment Advisory contract, documented as a minutes record.
Where was this contract approved?
This contract appears in town-of-greenwich-meeting-minutes-july-24-2025_566.pdf (Minutes), dated July 24, 2025 from Town of Greenwich. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Morgan Stanley hold?
Morgan Stanley 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 Town of Greenwich currently buying?
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