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Morgan Stanley Reviewed As Woodbury Pension RFP Finalist

Woodbury Town Pension Plan logoWoodbury Town Pension Plan
Document date
Sep 29, 2026

The 30-second brief

What it covers

The Retirement and Pension Board reviewed Morgan Stanley’s finalist proposal for pension investment advisory services. The Board noted that selecting Morgan Stanley would require separate actuarial, administrative, and custody arrangements, and no award was made at this meeting.

Who holds it

Morgan Stanley holds this financial services contract with Woodbury Town Pension Plan. Its other public contracts on record include work for Nipomo Community Services District and Montague Charter Academy.

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Contract details

Contract type
Financial Services
Document date
September 29, 2026
Vendor
Morgan Stanley
Agency
Woodbury Town Pension Plan
Source document
Town of Woodbury Minutes Special Meeting Minutes 2026-09-29 (Minutes)

Morgan Stanley's other public contracts

Nipomo Community Services District, CaliforniaDistrict Reports Morgan Stanley Certificate Investment · Oct 28, 2026$244KNipomo Community Services District, CaliforniaDistrict Reports Second Morgan Stanley Investment · Oct 28, 2026$244KMontague Charter Academy, CaliforniaBudget Committee Reviews Possible Morgan Stanley Account Move · Oct 27, 2026UndisclosedMontague Charter Academy, CaliforniaAcademy Considers Transferring OPEB Funds from Morgan Stanley · Oct 27, 2026UndisclosedCity of Vallejo, CaliforniaVallejo Reviews Morgan Stanley Investment Consulting Services · Oct 23, 2026UndisclosedAll Morgan Stanley contractsVendor profile

More Woodbury Town Pension Plan contracts

EMPOWEREmpower Misses Woodbury Pension RFP Deadline · Sep 29, 2026UndisclosedCharles SchwabCharles Schwab Considered For Woodbury Pension Custody · Sep 29, 2026PRINCIPALWoodbury Reviews Principal Pension Services Contract · Sep 29, 2026$37.1KMILLIMANWoodbury Board Continues Milliman Pension Actuary Contract · Sep 29, 2026First State TrustFirst State Trust Proposed For Woodbury Pension Custody · Sep 29, 2026All Woodbury Town Pension Plan activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Woodbury Town Pension Plan?

Morgan Stanley was awarded this financial services contract by Woodbury Town Pension Plan, as recorded on September 29, 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 Woodbury Minutes Special Meeting Minutes 2026-09-29 (Minutes), dated September 29, 2026 from Woodbury Town Pension Plan. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley hold?

Morgan Stanley 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 Woodbury Town Pension Plan currently buying?

Explore Woodbury Town Pension Plan's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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