FEG Continues Advisory Services for Westfield Investments
- Disclosed value
- $134,054 annual advisory fee estimate; 0.30% advisory fee
- From agenda
- Document date
- Oct 23, 2026
The 30-second brief
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.
Fund Evaluation Group LLC (Feg) holds this financial services contract with Westfield State University.
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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