PFM News

PFM's Latest InvestEd explores the earnings credit rate that many banks offer&nbsp;to their institutional depositors.. Read more about it <a href="https://pfm.com/docs/default-source/default-document-library/invested---understanding-bank-deposits_newsroom.pdf?sfvrsn=e45b0dff_0">here</a>.

As institutional investors increasingly look for opportunities to increase returns and diversify their portfolios, assets outside of traditional publicly-traded bonds and stocks, such as private equity and/or real assets, have come into focus. Read more about it <a href="https://pfm.com/docs/default-source/default-document-library/invested---pfm's-manager-research-process.pdf?sfvrsn=aa616876_0">here</a>


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Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow.

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PFM InvestEd

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

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PFM’s Stable Value Diverse Manager Strategy Solution

Diversity, equity and inclusion is increasingly discussed in the world of finance.   

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The world is changing at a rapid pace, but PFM's commitment to our clients, our colleagues and our communities remains the same. Find out how we are responding and keeping clients informed during the pandemic and prepare for the road to recovery. 

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