CONTRACTONGOING

FEG Continues Advisory Services for Westfield Investments

Westfield State University logoWestfield State University
Disclosed value
$134,054 annual advisory fee estimate; 0.30% advisory fee
From agenda
Document date
Oct 23, 2026

The 30-second brief

What it covers

Fund Evaluation Group continues to provide investment advisory services to Westfield State University. FEG reported an estimated annual advisory fee of $134,054 on the University's approximately $44.7 million investment portfolio as of September 30, 2026.

Who holds it

Fund Evaluation Group LLC (Feg) holds this financial services contract with Westfield State University.

What happens next

Term as filed: Ongoing investment advisory relationship; fee estimate as of September 30, 2026.

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Contract details

Contract type
Financial Services
Amount
$134,054 annual advisory fee estimate; 0.30% advisory fee
Document date
October 23, 2026
Term
Ongoing investment advisory relationship; fee estimate as of September 30, 2026
Vendor
Fund Evaluation Group LLC (Feg)
Source document
Westfield State University Agenda Board of Trustees Financial Affairs Committee 2026-10-23 (Agenda)

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Questions about this contract

Who was awarded the financial services contract by Westfield State University?

Fund Evaluation Group LLC (Feg) was awarded this financial services contract by Westfield State University, as recorded on October 23, 2026. The contract value is $134,054 annual advisory fee estimate; 0.30% advisory fee.

How much is the Fund Evaluation Group LLC (Feg) contract with Westfield State University worth?

The Fund Evaluation Group LLC (Feg) contract with Westfield State University is valued at $134,054 annual advisory fee estimate; 0.30% advisory fee, covering financial services work.

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 Westfield State University Agenda Board of Trustees Financial Affairs Committee 2026-10-23 (Agenda), dated October 23, 2026 from Westfield State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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