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UVM Assigns Planned Giving Management to State Street

University of VBOT|Full Board logoUniversity of VBOT|Full Board
Document date
Oct 17, 2026

The 30-second brief

What it covers

The University of Vermont’s Investment Policy identifies State Street Investment Management as the investment manager for the Planned Giving Pools. State Street is responsible for investment management and annual reporting on performance, asset allocation, and liquidity.

Who holds it

State Street Investment Management holds this financial services contract with University of VBOT|Full Board. Its other public contracts on record include work for Los Angeles County Employees Retirement Association and Sacramento Regional Transit District.

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Contract details

Contract type
Financial Services
Document date
October 17, 2026
Vendor
State Street Investment Management
Agency
University of VBOT|Full Board
Source document
University of Vermont and State Agricultural College AgendaPacket Board of Trustees Meeting 2026-10-17 (AgendaPacket)

State Street Investment Management's other public contracts

Los Angeles County Employees Retirement Association, CaliforniaLACERA Maintains $19.337 Billion State Street Mandate · Sep 16, 2026Sacramento Regional Transit District, CaliforniaState Street Continues Retirement Plan Index Management · Sep 9, 2026UndisclosedSacramento Regional Transit District, CaliforniaState Street Continues Retirement Index Fund Management · Sep 9, 2026Sacramento Regional Transit District, CaliforniaState Street Continues Managing Retirement Index Funds · Sep 9, 2026UndisclosedOklahoma Public Employees Retirement System | State of Oklahoma, OklahomaOPERS Reviews State Street Investment Management Engagement · Aug 20, 2026UndisclosedAll State Street Investment Management contractsVendor profile

More University of VBOT|Full Board contracts

Truex Cullins & PartnersUVM Explores Multipurpose Center Work with Truex Cullins · Oct 17, 2026UndisclosedTruex Cullins & PartnersUVM Recommends Truex Cullins Multipurpose Center Contract · Oct 17, 2026University of Vermont Investment Management Company (Uvimco)UVM Maintains Investment Agreement with UVIMCO · Oct 17, 2026UndisclosedPc ConstructionUVM Explores Multipurpose Center Work with PC Construction · Oct 17, 2026UndisclosedTechnolutions IncorporatedUVM Renews CRM Software Contract with Technolutions · Oct 17, 2026All University of VBOT|Full Board activityAgency profile

Questions about this contract

Who was awarded the financial services contract by University of VBOT|Full Board?

State Street Investment Management was awarded this financial services contract by University of VBOT|Full Board, as recorded on October 17, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in University of Vermont and State Agricultural College AgendaPacket Board of Trustees Meeting 2026-10-17 (AgendaPacket), dated October 17, 2026 from University of VBOT|Full Board. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does State Street Investment Management hold?

State Street Investment Management 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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Explore University of VBOT|Full Board's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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