PFM Asset Management

Q&A | The Importance of the Manager Selection Process

Floyd Simpson discusses what goes into the manager selection process and to understand why this is a truly important subject.

Fixed Income Monthly Market Review | June 2022

Perspectives Podcast | Spending Policies

Today, we discuss the importance of building effective spending policies, and why your organization needs one.

Multi-Asset Class Monthly Market Review | June 2022

Perspectives Podcast | Hot Topics in Today's Economy

In this podcast Biagio Manieri, PFMAM’s Global Chief Multi-Asset Class Strategist, weighs in on several economic and geopolitical issues that are impacting the capital markets.

Fixed Income Monthly Market Review | May 2022

Multi-Asset Class Monthly Market Review | May 2022

Q&A | Hot Topics in Today's Economy

Several macroeconomic and geopolitical variables have led to significant volatility in the capital markets over the last few months.

Perspectives Podcast | All About Bond Proceeds

We sat down with our Structured Products Director Chris Harris to discuss the investment of bond proceeds.

Special Report | 2021 NACUBO-TIAA Study of Endowments Results

The latest endowment study shows enormous returns in FY2021.

Frequently Asked Questions About ESG Investing

We answered some frequently asked questions to provide general guidance about ESG investing.

Perspectives Podcast | 2022 Capital Market Assumptions

Join us as we discuss PFMAM's 2022 capital market assumptions.

Perspectives | The Effects of Rising Interest Rates on Fixed Income Markets

The consensus view is that the Federal Reserve will raise interest rates throughout the coming year.

Fixed Income Monthly Market Review | April 2022

Multi-Asset Class Monthly Market Review | April 2022

Perspectives Podcast | Tax Compliance for Bond Proceeds

We discuss the basics of tax compliance and explore the link between tax and investment strategy for bond proceeds.

Fixed Income Monthly Market Review | March 2022

Q&A | The Federal Reserve’s Monetary Policy Plans

Jeff Rowe discusses the Fed’s monetary plans for the remainder of 2022 and the potential implications for the short-term fixed income market.

Special Report | Investment Implications of Russia’s Invasion of Ukraine

While the humanitarian toll remains on the top of our minds, we must also consider the investment implications for our clients.

Multi-Asset Class Monthly Market Review | March 2022

InvestEd | Spending Policy 2.0

Decision-makers overseeing endowment or foundation funds must adopt an appropriate spending calculation method.

Fixed Income Monthly Market Review | February 2022

Multi-Asset Class Monthly Market Review | February 2022

Multi-Asset Class Monthly Market Review | January 2022

Fixed Income Monthly Market Review | January 2022

U.S. Bank completes acquisition of PFM Asset Management

U.S. Bank announced that its subsidiary, U.S. Bancorp Asset Management, Inc. has closed on the agreement to purchase PFMAM.

InvestEd | Spending Policy Goals for Endowments & Foundations

Developing and updating a spending policy is one of the most important actions that a board of trustees can take for its endowment or foundation fund.

InvestEd | Lessons Learned During the Pandemic

This tumultuous period has naturally caused us to thoughtfully reflect on a few lessons as well as what we have seen played out among investors since early 2020.

Q&A | Pulling Back the Curtain on Investing Bond Proceeds

In the following Q&A session, Christopher Harris discusses PFM Asset Management’s strategy and views when it comes to investing bond proceeds.

InvestEd | How Does ESG Impact Performance?

We examine the impact of ESG on performance in the fixed income sector by evaluating the performance and risk characteristics of comparable ESG and non-ESG indices.

Special Report | COVID-19 and the Arbitrage Requirements

Many tax-exempt bond issuers are realizing the impact the pandemic has had on their projects, plans and budgets.

U.S. Bank Acquires PFM’s Asset Management Business

U.S. Bank announced today that it has entered into a definitive agreement to purchase PFM Asset Management LLC under its subsidiary...

Special Report | What You Should Consider About Benefit Bonds

The issue of funding an increasing pension liability is always top of mind for many trustees and state officials.

InvestEd | Short Duration Strategies are Worth a Look

The current environment caused many investors to ponder ways to generate positive returns, particularly those that operate in the world of fixed-income.

PFM Multi-Manager Funds Achieves 3-Year Track Record and Surpasses $2 Billion in AUM

Special Report | Why Long-Term Rates are Rising as Short-Term Remain Near-Zero

Despite the headlines about rising rates, investors in the short end of the yield curve aren’t seeing the same increase as their long-term counterparts.

InvestEd | Multi-Asset Class Minority Manager Investing

The rise in ESG investing has driven an increased awareness of and interest in minority-owned investment firms.

InvestEd | ESG Strategies and Key Considerations for Implementing an ESG Approach

We work with clients to help them develop and implement ESG solutions customized to their sustainable investment objectives.

Sector in Focus | Our Stable Value Diverse Manager Strategy Solution

Diversity, equity and inclusion is increasingly discussed in the world of finance, specifically in the stable value space within which we operate.

Perspectives | An Introduction to Alternatives in Multi-Asset Class Portfolios

Assets outside of traditional publicly-traded bonds and stocks, such as private equity and/or real assets, have come into focus.

InvestEd | Our Manager Research Process

Manager research is an integral part of a broader portfolio management process. We explore the two aspects of manager research, which are manager selection and manager oversight.

Q&A | Our Environmental, Social and Governance Multi-Asset Class Investment Capabilities

Floyd Simpson and Bikram Chadha discuss our ESG multi-asset class investment capabilities and answer some frequently asked questions.