Investment Advisor Adjusts Domestic Equity Allocations

Cal Poly Partners’ Investment Advisory Committee reported that TIAA Kaskpick, its investment advisor, is reviewing domestic large-cap managers and adjusting allocations to maintain a value tilt in the portfolio. The advisory relationship supports management of Partners’ investment and gift annuity pools.

Document date · October 31, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Ongoing during 2025-26 investment review period

Document type

Minutes

Source document

Cal Poly Partners Board of Directors Meeting Minutes October 2025

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by California Polytechnic State University-San Luis Obispo?

Tiaa Kaskpick was awarded this financial services contract by California Polytechnic State University-San Luis Obispo, as recorded on October 31, 2025.

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 Cal Poly Partners Board of Directors Meeting Minutes October 2025 (Minutes), dated October 31, 2025 from California Polytechnic State University-San Luis Obispo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Tiaa Kaskpick hold?

Tiaa Kaskpick may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Tiaa Kaskpick's profile

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