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 $120.6 billion as of December 31, 2020 and we currently have $43.4 billion in non-discretionary assets under advisement. 

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

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

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PFM Perspectives Podcast | Incorporating ESG Investing into Multi-Asset Class Portfolios

PFM discusses how investors can build diversified multi-asset class portfolios that uphold ESG standards. 

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Fixed Income Monthly Market Review | February 2021

Fixed Income Monthly Market Review - February 2021

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