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Investment Solutions for
Governmental Risk-Sharing Pools
As a leading provider of investment advisory services to the public sector, PFM has more than three decades of experience managing money for governmental risk-sharing pools. And, as of the second quarter this year, PFM managed over $5.7 billion for insurance and governmental risk-sharing pool clients across the nation using both our fixed-income and multi-asset class management strategies.
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We believe that each pool is unique; therefore, our investment approach and strategy is customized for each pool. Our liability-driven approach is tailored to each pool’s regulatory framework, specific program offerings, financial condition, and claims experience. As a full-service investment management provider, our solutions are continually evolving to best meet our clients’ needs. Whether you’re a small pool looking to build your investment program from the ground up or a large pool considering how to take your existing investment program to the next level, we’d love to speak with you. Please contact us here.
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PFM WEBINAR
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Join us for our
Monthly Market Update
Pooling Today attendees are invited to join the October edition of our monthly market update calls. PFM's portfolio strategists will provide an update on interest rates, the economy and fixed income markets. Click the link below to register and receive an email with a calendar invite for your convenience.
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| Register Now |
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Marty
Hammond, Jr.
Managing Director
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Sarah Meacham
Managing Director
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Brian
Quinn
Managing Director
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Lesley
Murphy
Senior Managing Consultant
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Christopher Presley
Senior Managing Consultant
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Investment Solutions
for Governmental
Risk-Sharing Pools
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PFM's Current Thinking on the Pandemic and a Range of Topical Economic Issues
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PFM Fixed Income
Monthly Market Review
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Multi-Asset Class
Monthly Market Review
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PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation.
Financial advisory services are provided by PFM Financial Advisors LLC and Public Financial Management, Inc. Both are registered municipal advisors with the Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB) under the Dodd-Frank Act of 2010. Investment advisory services are provided by PFM Asset Management LLC which is registered with the SEC under the Investment Advisers Act of 1940. Swap advisory services are provided by PFM Swap Advisors LLC which is registered as a municipal advisor with both the MSRB and SEC under the Dodd-Frank Act of 2010, and as a commodity trading advisor with the Commodity Futures Trading Commission. Additional applicable regulatory information is available upon request.
Consulting services are provided through PFM Group Consulting LLC. Institutional purchasing card services are provided through PFM Financial Services LLC. PFM’s financial modeling platform for strategic forecasting is provided through PFM Solutions LLC. A web-based platform for municipal bond information is provided through Munite LLC.
For more information regarding PFM’s services or entities, please visit www.pfm.com.
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PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation.
Financial advisory services are provided by PFM Financial Advisors LLC and Public Financial Management, Inc. Both are registered municipal advisors with the Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB) under the Dodd-Frank Act of 2010. Investment advisory services are provided by PFM Asset Management LLC which is registered with the SEC under the Investment Advisers Act of 1940. Swap advisory services are provided by PFM Swap Advisors LLC which is registered as a municipal advisor with both the MSRB and SEC under the Dodd-Frank Act of 2010, and as a commodity trading advisor with the Commodity Futures Trading Commission. Additional applicable regulatory information is available upon request.
Consulting services are provided through PFM Group Consulting LLC. Institutional purchasing card services are provided through PFM Financial Services LLC. PFM’s financial modeling platform for strategic forecasting is provided through PFM Solutions LLC. A web-based platform for municipal bond information is provided through Munite LLC.
For more information regarding PFM’s services or entities, please visit www.pfm.com.
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