FINANCIAL_SERVICESONGOING

Graystone Consulting Continues as SSUF Investment Manager

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.

Status
ONGOING
Document date
October 31, 2023
Contract type
FINANCIAL_SERVICES
Vendor
Graystone Consulting/morgan Stanley
Agency
Sonoma State University · CA

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WithersRavenel logo
Derivita logo
Comcate logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
2011 – present (last review in 2018/19)
Renewal
Contracted since 2011; OCIO agreement continued in 2018/19 at existing fee. No specified renewal date, but periodic reviews are best practice.
Document type
Minutes
Source document
SSU Foundation Investment Committee Minutes October 2023

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Frequently asked questions

Common questions about this contract, answered from the record.

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.

What other contracts does Graystone Consulting/morgan Stanley hold?

Graystone Consulting/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.

View Graystone Consulting/morgan Stanley's profile

What is Sonoma State University currently buying?

Explore Sonoma State University's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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