City of Norwich Awards Investment Review Contract to Ubs Financial (September 2025)
City of NorwichCity · Norwich, CT- Approved
- Sep 16, 2025
The 30-second brief
UBS recommended and received approval to rebalance both the pension and OPEB funds by shifting investments between different funds and adjusting target allocations, with specific percentages and fund names mentioned.
Ubs Financial holds this investment review contract with City of Norwich. Its other public contracts on record include work for Florence Independent School District and Judson Independent School District.
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Contract details
- Contract type
- Investment Review
- Document date
- September 16, 2025
- Term
- NA
- Vendor
- Ubs Financial
- Agency
- City of Norwich
- Source document
- city-of-norwich-personnel-pension-board-minutes-september-16-2025_ba5.pdf (Minutes)
Ubs Financial's other public contracts
More City of Norwich contracts
Questions about this contract
Who was awarded the investment review contract by City of Norwich?
Ubs Financial was awarded this investment review contract by City of Norwich, as recorded on September 16, 2025.
What type of contract is this?
This is a Investment Review contract, documented as a minutes record.
Where was this contract approved?
This contract appears in city-of-norwich-personnel-pension-board-minutes-september-16-2025_ba5.pdf (Minutes), dated September 16, 2025 from City of Norwich. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Ubs Financial hold?
Ubs Financial 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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