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Middlebury pension committee approves UBS rebalancing actions

Town of Middlebury
Document date
Jun 11, 2026

The 30-second brief

What it covers

The Town of Middlebury Retirement Plan Committee received an investment review from UBS and approved UBS to implement four recommended allocation changes to rebalance the pension plan portfolio. UBS will adjust equity and fixed income holdings, including small/mid cap, international, core fixed income, and short-term fixed income exposures.

Who holds it

UBS holds this financial services contract with Town of Middlebury. Its other public contracts on record include work for Los Osos Community Services District and University of Hawaii Board of Regents | State of Hawaii.

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Contract details

Contract type
Financial Services
Document date
June 11, 2026
Vendor
UBS
Agency
Town of Middlebury
Source document
Town of Middlebury Retirement Plan Committee Meeting Minutes 2026-06-11 (Minutes)

UBS's other public contracts

Los Osos Community Services District, CaliforniaUBS Attends District Billing Software Conference · Nov 3, 2026UndisclosedUniversity of Hawaii Board of Regents | State of Hawaii, HawaiiUBS Reports on UH Legacy Endowment Performance · Nov 3, 2026UndisclosedSanta Fe County, New MexicoCommittee to Review UBS Certificates Of Deposit · Nov 3, 2026UndisclosedCity of Sachse city, TexasSachse Adds UBS as Authorized Investment Broker · Nov 2, 2026UndisclosedCity of Norwich, ConnecticutPersonnel Board Schedules UBS Investment Review · Oct 20, 2026UndisclosedAll UBS contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Town of Middlebury?

UBS was awarded this financial services contract by Town of Middlebury, as recorded on June 11, 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 Town of Middlebury Retirement Plan Committee Meeting Minutes 2026-06-11 (Minutes), dated June 11, 2026 from Town of Middlebury. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does UBS hold?

UBS 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 Town of Middlebury currently buying?

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