CONTRACTONGOING

Trust Funds Invested With Morgan Stanley

Brookline School District logoBrookline School District
Document date
Jun 30, 2026

The 30-second brief

What it covers

The Affordable Housing Trust Fund currently has about $10.59 million invested with Morgan Stanley, generating reported monthly returns of 3.5–4%. No specific contract dates or renewal terms were discussed in the meeting minutes.

Who holds it

Morgan Stanley holds this financial services contract with Brookline School District. Its other public contracts on record include work for Kansas City Public School Retirement System and Brownwood Fire Relief And Retirement Fund.

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Contract details

Contract type
Financial Services
Document date
June 30, 2026
Source document
Brookline Housing Advisory Board Agenda 2026-07-01 (Agenda)

Morgan Stanley's other public contracts

More Brookline School District contracts

Questions about this contract

Who was awarded the financial services contract by Brookline School District?

Morgan Stanley was awarded this financial services contract by Brookline School District, as recorded on June 30, 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 Brookline Housing Advisory Board Agenda 2026-07-01 (Agenda), dated June 30, 2026 from Brookline School District. 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 Brookline School District currently buying?

Explore Brookline School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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