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    PFM InvestEd | Understanding Bank Deposits

    We explore the earnings credit rate that many banks offer to their institutional depositors.

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    Fixed Income Monthly Market Review | November 2020

    Fixed Income Monthly Market Review - November 2020

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    Multi-Asset Class Monthly Market Review - November 2020

    Multi-Asset Class Monthly Market Review - November 2020

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    PFM 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.

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    InvestEd | PFM's 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.

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    PFM's Center for Justice & Safety Finance Explores the Defunding Debate

    The reality is that many of the approaches sought by the defund the police movement are completely consistent with several best practices in budgeting. 

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    PFM Q&A | PFM’s 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.

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    PFM Launches its Stable Value Diverse Manager (SVDM) Strategy

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    PFM Names Matthew Stitt as Director and National Lead for Equitable Recovery and Strategic Financial Initiatives

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    Healthcare Finance Newsletter | October 2020

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    Municipal Market Monthly Market Review - October 2020

    Municipal Market Monthly Market Review - October 2020

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    Fixed Income Monthly Market Review - October 2020

    Fixed Income Monthly Market Review - October 2020

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    Multi-Asset Class Monthly Market Review - October 2020

    Multi-Asset Class Monthly Market Review - October 2020

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    Sector in Focus | Short-Term Fixed Income in a Zero Rate Environment

    The Federal Reserve slashed interest rates to near-zero with a series of emergency rate cuts.

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    PFM Perspectives Podcast | 5-in-10: Alternative Investments

    As investors increasingly look to expand their asset allocations to help meet their investment objectives, alternatives may be a part of that conversation.

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    Risk Mitigation Opportunities: Taking Time to Re-evaluate Portfolio Strategies and Board Governance

    While investors cannot control what the Fed is doing, we can recalibrate current positioning and take a serious look at the risk within the portfolio and its governance.

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    PFM Perspectives Podcast | The State of the Asset Backed Security Market

    Dive into the asset-backed securities market to better understand the dynamics impacting fixed-income investors.

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    Fixed Income Monthly Market Review - September 2020

    Fixed Income Monthly Market Review - September 2020

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    Multi-Asset Class Monthly Market Review - September 2020

    Multi-Asset Class Monthly Market Review - September 2020

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    Municipal Market Monthly Market Review - September 2020

    Municipal Market Monthly Market Review - September 2020

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    PFM Q&A | Recent Modifications to the Accredited Investor and Qualified Institutional Buyer Definitions

    CIO Marty Margolis discusses the change to the SEC rules that limit sales of certain private market securities.

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    PFM Perspectives Podcast | Income and Growth for an Institutional Investor

    Listen in as we discuss a hybrid approach to growth and income investment considerations for higher educational institutions

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    We Value Your Security Vol. 2 No. 2 | Don't Take the Bait

    Throughout the COVID-19 pandemic, there has been an increase in the danger and frequency of phishing attempts.

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    Municipal Monthly Market Review - August 2020

    Municipal Monthly Market Review - August 2020

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    Multi-Asset Class Monthly Market Review - August 2020

    Multi-Asset Class Monthly Market Review - August 2020

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    Fixed Income Monthly Market Review - August 2020

    Fixed Income Monthly Market Review - August 2020

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    Sarah Schirmer Discusses Governor Cuomo's Executive Order that is Helping Communities Redefine Safety

     

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    PFM Perspectives Podcast | A Conversation on ESG Investing for a Changing World

    Listen in as we discuss the increasing interest in ESG investments that create a positive impact on society and align with investor values.

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    PFM Q&A | Current Thinking on the Pandemic and a Range of Topical Economic Issues

    We conducted a Q&A session with Biagio Manieri to discuss the firm’s views on the potentially long-lasting effects of the ongoing pandemic.

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    InvestEd | Outsourced Chief Investment Officer Trends and Best Practices

    The ideas and steps outlined serve as a baseline to help institutional investors assess either their current or future OCIO provider.

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    PFM Featured in P&I Investment Insights

    Pensions & Investments spoke with Biagio Manieri to discuss the question of whether passive or active strategies are better suited to take advantage of a market rebound.

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    Municipal Market Monthly Market Review - July 2020

    Municipal Market Monthly Market Review - July 2020

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    Fixed Income Monthly Market Review - July 2020

    Fixed Income Monthly Market Review - July 2020

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    Multi-Asset Class Monthly Market Review - July 2020

    Multi-Asset Class Monthly Market Review - July 2020

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    PFM Perspectives | COVID-19 and Its Potential Impact on the November Election

    COVID-19 has had a dramatic impact on everyday life, but what impact might the pandemic have on the U.S. presidential election in November?

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    Board/Investment Committee Views and Messaging During Trying Times

    Who would have thought that non-profits would be governing in a virtual environment twelve, six or even three months ago?

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    PFM Perspectives | Addressing Systematic Racism

    The Center for Justice & Safety Finance is one of the critical ways that PFM has worked to combat systemic racism.

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    PFM Special Report | Meeting Debt Covenants During the COVID-19 Pandemic

    The COVID-19 pandemic has adversely affected the healthcare industry, causing sharp declines in revenue and cash flow.

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    Managing Director David Eichenthal Discusses the Debate over Defunding the Police

     

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    PFM Perspectives | Higher Education Strategies for Managing Resources

    The coronavirus outbreak will require colleges and universities to make tough decisions as they grapple with how to manage resources.

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    PFM's Commitment to Change

    The PFM community stands in solidarity with all people of color and is committed to working toward racial equity and justice in our communities and our country.  

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    Multi-Asset Class Monthly Market Review - June 2020

    Multi-Asset Class Monthly Market Review - June 2020

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    Fixed Income Monthly Market Review - June 2020

    Fixed Income Monthly Market Review - June 2020

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    Municipal Monthly Market Review - June 2020

    Municipal Monthly Market Review - June 2020

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    PFM Q&A | The Current State of the Asset-Backed Securities Market

    We conducted the following Q&A session with James Sims, CFA to answer some timely questions about the asset-backed securities space.

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    PFM Special Report | Taking a Holistic View to Weather the Storm

    The severe disruption that is taking place in the higher education industry is like nothing we have seen before.

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    PFM Issuer Insight | Important Reminders for Tax-Exempt Issuers

    PFM takes a close look at how low arbitrage yields and a changing interest rate environment affect the tax-exempt bond issuer.

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    PFM Perspectives | A Practical Guide to Decision-Making in the COVID-19 Crisis

    This article offers practical advice on how to evaluate the effect and efficacy of gap-closing initiatives.

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    PFM Special Report | Benefit Bonds Not (Quite) Dead Yet - April 2020 Update

    While the original piece is more than three years old, the concepts of risk and opportunity remain the same.  

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    PFM Special Report | A Steady Hand During Periods of Uncertainty

    During turbulent times, OCIO providers can be a valuable resource as they can enable quicker, more effective decision-making.

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    PFM Q&A | PFM’s Environmental, Social and Governance Capabilities

    We view ESG investing as the inclusion of measurable non-financial environmental, social and governance factors into an investment analysis.

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    We Value Your Security Vol. 2 No. 1 | Helping Protect Against Vendor Email Compromise

    Vendor email compromise is when criminals use lookalike domains or email spoofing techniques to trick employees, acting as the regular vendor.

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    PFM's Environmental, Social and Governance Glossary

    Despite the recent boom in socially conscious investments, some confusion remains when it comes to defining certain ESG terms and acronyms.

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    PFM Perspectives | 2020 Election: For Investors, Does It Matter Who Wins?

    This report is meant to offer a snapshot of how presidential elections impact capital market performance.

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    PFM Q&A | New Trends in Repurchase Agreements

    In order to provide better insight into the repo market and to answer some FAQs regarding this topic, we conducted the following Q&A session with Chris Blackwood and Jeff Rowe.

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    PFM Q&A | PFM's Capital Market Assumptions Process

    In order to provide insights into our Capital Market Assumption (CMA) development process and answer FAQs, we conducted a Q&A session with the author Biagio Manieri.

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    PFM Issuer Insight | Arbitrage Rebate Basics

    PFM takes a look at the arbitrage rebates basics we think every issuer should be familar with and understand.

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    Munis Take Britain

    PFM's work in the UK is featured in this Bloomberg Brief. 

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    We Value Your Security | When You Just Aren’t Yourself: Combating Social Engineering Attacks

    Stopping social engineering attacks begins with awareness.

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    We Value Your Security Vol. 1 No. 3 | Data Breaches: Avoid Becoming a Headline

    Understanding how and why data breaches occur is the first line of defense.

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    We Value Your Security Vol. 1 No. 2 | Ransomware: Pay Up & No Byte Gets Hurt

    Ransomeware attacks are just one way cybercriminals will try to profit from gaining access to protected information.

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    PFM Issuer Insight | Preparing for the LIBOR to SOFR Transition

    SOFR Set to Replace LIBOR

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