CONTRACTONGOING

Morgan Stanley Smith Barney Provides OPEB Trust Investment Advice

San Mateo County Community College District Office

Document date: Nov 21, 2024

What it covers

Morgan Stanley Smith Barney continues to provide investment advisory services to the District's Retirement Futuris Public Entity Investment Trust, managing investment strategy through Benefit Trust Company.

Who holds it

Morgan Stanley Smith Barney holds this financial services contract with San Mateo County Community College District Office. Its other public contracts on record include work for Town of Greenwich and Borough of Ephrata.

What happens next

Term as filed: Ongoing; latest referenced in report dated November 21, 2024.

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Contract details

Contract type: Financial Services
Document date: November 21, 2024
Term: Ongoing; latest referenced in report dated November 21, 2024
Vendor: Morgan Stanley Smith Barney
Agency: San Mateo County Community College District Office
Source document: san-mateo-county-community-college-district-audit-report-november-21-2024_2b4.pdf (Report)

Morgan Stanley Smith Barney's other public contracts

Town of Greenwich, ConnecticutOPEB Trust Investment Discussion Set With Morgan Stanley · Oct 22, 2026Undisclosed Borough of Ephrata, PennsylvaniaMorgan Stanley Authorized Signers Approved · Aug 10, 2026Undisclosed Town of Greenwich, ConnecticutGreenwich Reviews Morgan Stanley OPEB Investment Services · Jul 23, 2026Undisclosed Town of Greenwich, ConnecticutOPEB portfolio review by Morgan Stanley Smith Barney · Jul 23, 2026Undisclosed Washington County, PennsylvaniaBoard OKs IRA Distribution to Morgan Stanley Smith Barney · May 21, 2026$1.8K All Morgan Stanley Smith Barney contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by San Mateo County Community College District Office?

Morgan Stanley Smith Barney was awarded this financial services contract by San Mateo County Community College District Office, as recorded on November 21, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in san-mateo-county-community-college-district-audit-report-november-21-2024_2b4.pdf (Report), dated November 21, 2024 from San Mateo County Community College District Office. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley Smith Barney hold?

Morgan Stanley Smith Barney 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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