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 $123.2 billion as of March 31, 2021 and we currently have $41.3 billion in non-discretionary assets under advisement. 

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PFM Perspectives Podcast | A Conversation on the 2020 NACUBO-TIAA Survey

The NACUBO-TIAA Survey offers a wide-ranging overview of endowment and foundation investment programs.

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Special Report | 2020 NACUBO-TIAA Study of Endowments Results

Latest 2020 NACUBO-TIAA Study of Endowments (NTSE) shows improved long-term results.

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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.

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