Document Access Form

Close
 

Newsroom

Filters:

    Filter By

     

    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.

    Read More
     

    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.  

    Read More
     

    Multi-Asset Class Monthly Market Review - June 2020

    Multi-Asset Class Monthly Market Review - June 2020

    Read More
     

    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.

    Read More
     

    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.

    Read More
     

    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.

    Read More
     

    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.

    Read More
     

    Municipal Monthly Market Review - May 2020

    Municipal Monthly Market Review - May 2020

    Read More
     

    Fixed Income Monthly Market Review - May 2020

    Fixed Income Monthly Market Review - May 2020

    Read More
     

    Multi-Asset Class Monthly Market Review - May 2020

    Multi-Asset Class Monthly Market Review - May 2020

    Read More
     

    PFM Special Report | 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.  

    Read More
     

    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.

    Read More
     

    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.

    Read More
     

    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.

    Read More
     

    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.

    Read More
     

    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.

    Read More
     

    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.

    Read More
     

    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.

    Read More
     

    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.

    Read More
     

    Munis Take Britain

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

    Read More
     

    Healthcare Finance Newsletter | November 2019

    Read More
     

    Healthcare Finance Newsletter | October 2019

    Read More
     

    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.

    Read More
     

    Healthcare Finance Newsletter | September 2019

    Read More
     

    Healthcare Finance Newsletter | August 2019

    Read More
     

    PFM Perspectives | GASB Proposes Updated Guidance on P3s

    We explore the potential impact of GASB updates on public colleges and universities.

    Read More
     

    Healthcare Finance Newsletter | July 2019

    Read More
     

    The Rainy Day Playbook

    PFM is featured in a recent article published by University of Chicago Harris School of Public Policy. 

    Read More
     

    New study will help Dallas County explore eliminating criminal fees and fines

     

    Read More
     

    PFM Perspectives | Recession Readiness in the Public Sector

    History strongly suggests that it is now critical for state and local governments to be actively preparing for the next inevitable downturn.

    Read More
     

    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.

    Read More
     

    PFM Perspectives | Rising Student Debt

    We explore how the significant growth in student debt is drawing attention from economists and investors due to the concern that future economic growth will be negatively impacted. 

    Read More
     

    Nashville Aims To Ease Court Fines And Fees With Help Of Outside Consultant

    Read More
     

    California Is Considering Ending Criminal Court Fees and Wiping Out Billions in Debt

    Read More
     

    Healthcare Finance Newsletter | June 2019

    Read More
     

    Ramsey County joins national effort to reduce reliance on criminal fines

    Read More
     

    Nashville Mayor David Briley favors cutting court fines and fees

    Read More
     

    Mayor Briley announces plan to examine Nashville's use of criminal justice fines, fees

    Read More
     

    Briley Announces Study of Fines and Fees in Criminal Justice System

    Read More
     

    Healthcare Finance Newsletter | May 2019

    Read More
     

    PFM launching MUNITE, an investor relations platform built for the bond community, by the bond community

     

    Read More
     

    PFM InvestEd | De-Risking Portfolios

    This InvestEd explores the challenges of lowering the risk level of multi-asset class portfolios.

    Read More
     

    PFM InvestEd | The Fed Signals Inflation Rethink

    Addressing the Complexity of Price Stability

    Read More
     

    Money Fund Intelligence | PFM's Margolis & Rowe Discuss Cash Market, LGIPs

    Money Fund Intelligence Interviews CIO Marty Margolis and Senior Portfolio Manager Jeff Rowe  on cash market and LGIPs 

    Read More
     

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

    Stopping social engineering attacks begins with awareness.

    Read More
     

    PFM Promotes Six to Managing Director

    Promotions Highlight PFM's Commitment to National Resources, Local Service

    Read More
     

    PFM Issuer Insight | Preparing for the LIBOR to SOFR Transition

    SOFR Set to Replace LIBOR

    Read More
     

    PFM Issuer Insight | Positive Arbitrage - Its Back

    PFM takes a close look at how the rising interest rates and the arbitrage yields that follow affect the tax-exempt bond issuer.

    Read More
     

    PFM Expanding Florida Operation with Acquisition of Majority Assets of Fishkind & Associates

    Read More
     

    PFM Hires Two Senior Professionals in Houston

    New additions support growing demand for advisory services throughout southern Texas

    Read More
     

    PFM InvestEd | How Exchange-Traded Funds Can Enhance a Portfolio

    Read More
     

    PFM InvestEd | Discretionary Management: A Client-Driven, Forward-Looking Approach

    Read More
     

    PFM InvestEd | Preparing for the Future & Providing for Today

    Spending Policy Goals for Endowments & Foundations

    Read More
     

    Director Bjorn Reigle was named a Bond Buyer 2018 Rising Star for his work in Higher Education.

    Read More
     

    A Goldilocks Economic Backdrop Demands Caution, Not Complacency...

    Chief Investment Officer Marty Margolis recently joined a panel to discuss risks and opportunities for bond investors.

    Read More
     

    Adela Cepeda Named Top Latina by The Alumni Society

    Managing Director Adela Cepeda was recently named a Top Latina by The Alumni Society. 

    Read More
     

    PFM InvestEd | How Asset-Backed Securities Can Benefit Your Portfolio

    Read More
     

    Special Report: Reading the Yield Curve

    Read More
     

    Jeremy Bass Takes Helm of PFM’s Higher Education Practice

    Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

    Read More
     

    Debt Rises to Pre-Great Recession Levels - July 2018

    Positive Economic Factors Preserve Optimism for Now

    Read More
     

    Alex Gurvich Moves to PFM as Director of Research

    Read More
     

    Marketer Tim Stidham Joins PFM Western Region as Director

    Read More
     

    Eric Espino Returns to PFM as Senior Managing Consultant in Environmental Finance Group

    Read More
     

    President Trump Signs Bill to Scale Back Banking Regulations, Adds Municipal Bonds to High Quality Liquid Asset Designation

    Read More
     

    PFM’s Multi-Asset Class Management Practice Expands Product Offering to Broaden Manager Access and Leverage Purchasing Power

    Read More
     

    Ryan Conway Rejoins PFM as P3 Higher Education Specialist

    Read More
     

    Senate Passes Bill to Scale Back Banking Regulations, Expand High Quality Liquid Assets

    Senate Passes Bill to Scale Back Banking Regulations, Expand High Quality Liquid Assets

    Read More
     

    Spiro Hountalas Joins PFM in Chicago as Senior Managing Consultant

    The new hire will represent Illinois Trust to cities and villages

    Read More
     

    PFM’s Harrisburg Office Moving to Larger Diggs a Block Away

    Growth has necessitated more space

    Read More
     

    PFM Managing Director Laura Franke Recognized by National Association of Counties for Innovative Clean Energy Financing Program

    Read More
     

    Senior Research Analyst Surya Pisapati, CFA Appointed to PFM’s Multi-Asset Class Management Practice Investment Committee


    Read More
     

    PFM Completes Fiduciary Capital Management Acquisition

    PFM’s asset management business now manages $2.6 billion for a select group of institutional clients

    Read More
     

    Final Version of Tax Cuts and Jobs Act Revealed

    A summary of changes to bond financing contained in the most significant tax reform bill in decades

    Read More
     

    An Open Budget Book

    Using a multiyear approach to financial management, the University of Massachusetts leveraged its budget forecasts in ways that engaged campus leaders and...

    Read More
     

    Long Island Power Authority selects Whitebirch Pro Multi-Year Planning Platform

    Long Island Power Authority selects Whitebirch Pro Multi-Year Planning Platform

    Read More
     

    PFM Issuer Insight | Traditional Financing and P3s: Creating a Foundation for Success

    Informed and objective analysis is key to understanding the range of choices for approaching difficult challenges.

    Read More
     

    House Passes Tax Reform Package; Senate Work Continues

    An update on proposed tax reform and impacts to bond financing

    Read More
     

    Tax Cuts and Jobs Act (H.R. 1) Offers First Look at a Detailed Tax Reform Plan

    An overview of the proposed changes impacting bond financing

    Read More
     

    PFM Expands Stable Value Capabilities with Planned Acquisition of Fiduciary Capital Management

    Asset purchase will accelerate PFM’s growth in the defined contribution marketplace

    Read More
     

    Andrea Vlad Joins PFM in Denver to Represent CO Statewide Investment Pool

    Read More
     

    PFM Continues Southern Expansion with Addition of New Director in Atlanta

    Allison Corbally brings 25 years’ experience and a passion for earning the trust of her clients

    Read More
     

    Introducing Expanded Section 115 Trust Services

    A Section 115 Trust may be a viable option for public agencies looking to fund increasing costs for pension and OPEB plans

    Read More
     

    Plan for LIBOR Phase Out Announced by U.K.’s Top Financial Regulator

    Market, regulators seek transaction-based alternatives

    Read More
     

    Five Benefits to Prefunding Your OPEB Now

    Moving from pay-as-you-go to a GASB-compliant trust offers these five benefits

    Read More
     

    PFM Named Among Best Places to Work in Philadelphia Region

    PFM selected from a record number of nominations this year

    Read More
     

    PFM CFO Robert Delany Named 2017 CFO of the Year by Philadelphia Business Journal

    "This honor ranks among the high points of my career"

    Read More
     

    PFM Issuer Insight | Lifeline or Loophole? Municipal Bond Tax Exemption Faces a Year of Scrutiny

    Reconciliation may railroad rhetoric

    Read More
     

    Community Bank Investment Index - Second Quarter 2017

    Community Bank Investment Index - Second Quarter 2017

    Read More
     

    The Week in Public Finance: A Rate Hike, Unpredictable Taxpayers and Stress-Testing Budgets

    Read More
     

    Chilton Repeats Warning of Debt Crisis

    Read More
     

    How much to address Kentucky's pension crisis? That's the $700 million question

    Read More
     

    PFM Will Launch Financial Modeling Tool for Local Governments at GFOA Annual Conference

    Read More
     

    Survey Reveals 74% of Local Government Financial Executives Lack Confidence in Financial Decision-making

    Healthcare costs, infrastructure needs and pensions cited as most critical

    Read More
     

    Hartford Courant: Nobody Wins If Hartford Goes Bankrupt

    David Eichenthal, Managing Director with PFM and executive director of the National Resource Network, discusses Hartford's fiscal sustainability

    Read More
     

    Letter from our CEO

    Changing the game. It’s what we’ve done for more than 40 years, and it’s what we’ll continue to do for the next 40.

    Read More
     

    Final IRS Regulations: Changes Will Impact Arbitrage Rebate

    The devil is in the details

    Read More
     

    Community Bank Investment Index

    Punch above your weight class

    Read More
     

    Federal Reserve Raises Rates in Light of Improving Economic Indicators and Market Optimism for 2017

    Do the numbers add up for 2017?

    Read More
     

    The PFM Group Adds Longtime Public Finance Professional to Atlanta Location

    Meet Courtney Knight, who brings 30 years of government experience to our team

    Read More
     

    PFM InvestEd | Stable Value Funds Represent Attractive Alternative to Money Market Funds

    Protect the futures of your employees, today

    Read More
     

    The PFM Group Adds Higher Education Finance Expertise, Expands Service in the South

    Meet Bjorn Reigle, back at PFM after twelve years in retail banking for higher education clients

    Read More
     

    Respected Investment Professional Joins PFMAM's Denver Practice

    A former Chief Investment Officer returns to his roots

    Read More
     

    A.C. Advisory Joins Industry Leader PFM

    Meet the capital market experts joining forces with PFM

    Read More
     

    Understanding Social Impact Bonds

    A bold new approach to public finance

    Read More
     

    Western Financial Group Joins the PFM Group

    One of Oregon’s most respected independent financial advisory firms joins PFM

    Read More
     

    The PFM Group Adds Transportation Finance Pro, Bolsters Service to Transportation Sector Clients

    Meet Mary Francoeur

    Read More
     

    PFM InvestEd | Proactive Tax Planning: Important Considerations Regarding Yield Restriction Can Help You Avoid an Unnecessary IRS Bill

    Surprising places you can save

    Read More
     

    PFM Asset Management LLC Celebrates 10 Years of Multi-Asset Class Management Services

    Born from the desire to better serve our clients

    Read More
     

    PFM Advises Atlantic City on Tough Decisions

    We dig deep to help our clients

    Read More
     

    PFM Asset Management LLC Adds Senior Marketing Representative to Regional Team

    Lesley Allison’s focus is the Florida Education Investment Trust Fund

    Read More
     

    Bond Buyer: PFM Increases Market Share Even as Bond Volume Declines

    PFM was once again atop the first half league tables for financial advisors

    Read More
     

    PFM Group Moving Corporate Headquarters to Accommodate Growth

    Stop by and say hello

    Read More