State Street Manages UVM Planned Giving Pools
- Document date
- Oct 17, 2026
The 30-second brief
The University's Investment Policy Statement identifies State Street Investment Management as investment manager for the Planned Giving Pools. State Street is responsible for managing the pool and providing annual performance, asset allocation, and liquidity reporting.
State Street Investment Management holds this financial services contract with University Of Vermont. Its other public contracts on record include work for University of VBOT|Full Board and Miami City General And Sanitation Employee Retirement Trust.
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Contract details
- Contract type
- Financial Services
- Document date
- October 17, 2026
- Agency
- University Of Vermont
- 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
More University Of Vermont contracts
Questions about this contract
Who was awarded the financial services contract by University Of Vermont?
State Street Investment Management was awarded this financial services contract by University Of Vermont, 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 Vermont. 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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