CONTRACTONGOING

Cordova Reviews UBS Investment Withdrawal Strategies

Cordova village logoCordova village
Document date
Dec 7, 2021

The 30-second brief

What it covers

The City of Cordova continues to utilize UBS Financial Services Inc. for investment management of its municipal portfolio, including analysis of sustainable withdrawal strategies presented to the council on December 4, 2021. The materials outline endowment-style spending models and asset allocation guidance to support FY22 budget planning.

Who holds it

Ubs Financial Services Inc holds this financial services contract with Cordova village. Its other public contracts on record include work for City of Clayton and San Angelo Independent School District.

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Contract details

Contract type
Financial Services
Document date
December 7, 2021
Source document
cordova-agenda-2021-12-07_55a.pdf (Agenda)

Ubs Financial Services Inc's other public contracts

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Questions about this contract

Who was awarded the financial services contract by Cordova village?

Ubs Financial Services Inc was awarded this financial services contract by Cordova village, as recorded on December 7, 2021.

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 cordova-agenda-2021-12-07_55a.pdf (Agenda), dated December 7, 2021 from Cordova village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Financial Services Inc hold?

Ubs Financial Services Inc 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 Cordova village currently buying?

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