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City of Stamford Awards Financial Services Contract to Morgan Stanley (September 2026)

City of Stamford logoCity of Stamford
Approved
Sep 10, 2026

The 30-second brief

What it covers

The Classified Employees Retirement Fund approved portfolio rebalance recommendations presented by Morgan Stanley. The plan shifts the allocation to 65% equities and 35% fixed income and cash and adjusts small-cap holdings to an even active-passive split.

Who holds it

Morgan Stanley holds this financial services contract with City of Stamford. Its other public contracts on record include work for Montague Charter Academy and City of Vallejo.

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Contract details

Contract type
Financial Services
Document date
September 10, 2026
Vendor
Morgan Stanley
Agency
City of Stamford
Source document
City of Stamford Minutes Classified Employees Retirement Fund Meeting 2026-09-10 (Minutes)

Morgan Stanley's other public contracts

Montague Charter Academy, CaliforniaBudget Committee Reviews Possible Morgan Stanley Account Move · Oct 27, 2026UndisclosedMontague Charter Academy, CaliforniaAcademy Considers Transferring OPEB Funds from Morgan Stanley · Oct 27, 2026UndisclosedCity of Vallejo, CaliforniaVallejo Reviews Morgan Stanley Investment Consulting Services · Oct 23, 2026UndisclosedSouth Central Connecticut Regional Water Authority, ConnecticutWater Authority Continues Pension Services With Morgan Stanley · Oct 22, 2026UndisclosedCity of Lawton, OklahomaMorgan Stanley Provides Quarterly Pension Investment Report · Oct 20, 2026UndisclosedAll Morgan Stanley contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Stamford?

Morgan Stanley was awarded this financial services contract by City of Stamford, as recorded on September 10, 2026.

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 City of Stamford Minutes Classified Employees Retirement Fund Meeting 2026-09-10 (Minutes), dated September 10, 2026 from City of Stamford. 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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