Asset Management

PFM provides portfolio management and investment advice for non-profits, charitable institutions and other institutional clients. We have a strong history of providing flexible solutions across both fixed income and multi asset class portfolios. Our discretionary assets under management have grown from $1 billion in 1986 to $118.1 billion as of June 30, 2020 and we currently have $41.8 billion in non-discretionary assets under advisement. 

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Relevant Articles

 

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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