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    Multi-Asset Class Monthly Market Review | May 2022

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    Q&A | Hot Topics in Today's Economy

    Several macroeconomic and geopolitical variables have led to significant volatility in the capital markets over the last few months.

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    Perspectives Podcast | All About Bond Proceeds

    We sat down with our Structured Products Director Chris Harris to discuss the investment of bond proceeds.

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    Special Report | 2021 NACUBO-TIAA Study of Endowments Results

    The latest endowment study shows enormous returns in FY2021.

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    Frequently Asked Questions About ESG Investing

    We answered some frequently asked questions to provide general guidance about ESG investing.

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    Perspectives Podcast | 2022 Capital Market Assumptions

    Join us as we discuss PFMAM's 2022 capital market assumptions. 

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    Perspectives | The Effects of Rising Interest Rates on Fixed Income Markets

    The consensus view is that the Federal Reserve will raise interest rates throughout the coming year.

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    Fixed Income Monthly Market Review | April 2022

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    Multi-Asset Class Monthly Market Review | April 2022

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    Perspectives Podcast | Tax Compliance for Bond Proceeds

    We discuss the basics of tax compliance and explore the link between tax and investment strategy for bond proceeds. 

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    Fixed Income Monthly Market Review | March 2022

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    Q&A | The Federal Reserve’s Monetary Policy Plans

    Jeff Rowe discusses the Fed’s monetary plans for the remainder of 2022 and the potential implications for the short-term fixed income market.

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    Special Report | Investment Implications of Russia’s Invasion of Ukraine

    While the humanitarian toll remains on the top of our minds, we must also consider the investment implications for our clients.

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    Multi-Asset Class Monthly Market Review | March 2022

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    InvestEd | Spending Policy 2.0

    Decision-makers overseeing endowment or foundation funds must adopt an appropriate spending calculation method.

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    Fixed Income Monthly Market Review | February 2022

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    Multi-Asset Class Monthly Market Review | February 2022

     

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    Multi-Asset Class Monthly Market Review | January 2022

     

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    Fixed Income Monthly Market Review | January 2022

     

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    U.S. Bank completes acquisition of PFM Asset Management

    U.S. Bank announced that its subsidiary, U.S. Bancorp Asset Management, Inc. has closed on the agreement to purchase PFMAM.

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    InvestEd | Spending Policy Goals for Endowments & Foundations

    Developing and updating a spending policy is one of the most important actions that a board of trustees can take for its endowment or foundation fund.

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    InvestEd | Lessons Learned During the Pandemic

    This tumultuous period has naturally caused us to thoughtfully reflect on a few lessons as well as what we have seen played out among investors since early 2020. 

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    Q&A | Pulling Back the Curtain on Investing Bond Proceeds

    In the following Q&A session, Christopher Harris discusses PFM Asset Management’s strategy and views when it comes to investing bond proceeds.

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    InvestEd | How Does ESG Impact Performance?

    We examine the impact of ESG on performance in the fixed income sector by evaluating the performance and risk characteristics of comparable ESG and non-ESG indices.

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    Special Report | COVID-19 and the Arbitrage Requirements

    Many tax-exempt bond issuers are realizing the impact the pandemic has had on their projects, plans and budgets.

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    U.S. Bank Acquires PFM’s Asset Management Business

    U.S. Bank announced today that it has entered into a definitive agreement to purchase PFM Asset Management LLC under its subsidiary...

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    Special Report | What You Should Consider About Benefit Bonds

    The issue of funding an increasing pension liability is always top of mind for many trustees and state officials. 

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    InvestEd | Short Duration Strategies are Worth a Look

    The current environment caused many investors to ponder ways to generate positive returns, particularly those that operate in the world of fixed-income.

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    PFM Multi-Manager Funds Achieves 3-Year Track Record and Surpasses $2 Billion in AUM

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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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    InvestEd | Multi-Asset Class Minority Manager Investing

    The rise in ESG investing has driven an increased awareness of and interest in minority-owned investment firms.

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

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

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    Sector in Focus | Our Stable Value Diverse Manager Strategy Solution

    Diversity, equity and inclusion is increasingly discussed in the world of finance, specifically in the stable value space within which we operate. 

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    Perspectives | An Introduction to Alternatives in Multi-Asset Class Portfolios

    Assets outside of traditional publicly-traded bonds and stocks, such as private equity and/or real assets, have come into focus.

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    InvestEd | Our Manager Research Process

    Manager research is an integral part of a broader portfolio management process. We explore the two aspects of manager research, which are manager selection and manager oversight.

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    Q&A | Our Environmental, Social and Governance Multi-Asset Class Investment Capabilities

    Floyd Simpson and Bikram Chadha discuss our ESG multi-asset class investment capabilities and answer some frequently asked questions.

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    PFM Asset Management Launches its Stable Value Diverse Manager (SVDM) Strategy

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    InvestEd | Outsourced Chief Investment Officer Trends and Best Practices

    The ideas and steps outlined serve as a baseline to help institutional investors assess either their current or future OCIO provider.

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    PFMAM'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.

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