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 $113.1 billion as of December 31, 2019 and we currently have $40 billion in non-discretionary assets under advisement. 

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Relevant Articles

 

Multi-Asset Class Monthly Market Review - June 2020

Multi-Asset Class 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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