CONTRACTONGOING

Graystone Consulting Continues as SSUF Investment Manager

Document date: Oct 31, 2023
Term: 2011 – present (last review in 2018/19)

What it covers

Graystone Consulting/Morgan Stanley has served as SSU Foundation's investment advisor following a competitive process, with the latest contract review and OCIO renewal in 2018/19. The consulting firm manages SSUF's pooled endowment investments as part of systemwide CSU services.

Who holds it

Graystone Consulting/morgan Stanley holds this financial services contract with Sonoma State University. Its other public contracts on record include work for University Of Hawaii Maui College and University of Hawai System Board of Regents.

What happens next

Term as filed: 2011 – present (last review in 2018/19).

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Contract details

Contract type: Financial Services
Document date: October 31, 2023
Term: 2011 – present (last review in 2018/19)
Vendor: Graystone Consulting/morgan Stanley
Agency: Sonoma State University
Source document: SSU Foundation Investment Committee Minutes October 2023 (Minutes)

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Questions about this contract

Who was awarded the financial services contract by Sonoma State University?

Graystone Consulting/morgan Stanley was awarded this financial services contract by Sonoma State University, as recorded on October 31, 2023.

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 SSU Foundation Investment Committee Minutes October 2023 (Minutes), dated October 31, 2023 from Sonoma State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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