City of San Luis Obispo Investment Oversight Committee Agenda Packet 2026-05-21
City Continues Portfolio Management With PFM Asset Management
Trusted by teams at
Description
The City of San Luis Obispo continues its ongoing engagement with PFM Asset Management LLC to manage a significant portion of the City’s investment portfolio and prepare quarterly investment reports, including ESG analysis. PFM focuses on longer-term investment management while the City manages daily liquidity needs.
Contract Details
Vendor
PFM ASSET MANAGEMENT LLC
Agency
City of San Luis Obispo, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 21, 2026
Renewal Info
The relationship is described as ongoing; no explicit term, renewal date, or amendment schedule is stated in the document.
More from PFM ASSET MANAGEMENT LLC
Related Contracts
Northern Colorado Water Conservancy District Municipal Subdistrict Agenda Packet 2026-06-11
ONGOINGCharter Township of Grand Blanc Township Board Agenda Packet 2026-05-26
APPROVEDCalifornia Association for Park & Recreation Indemnity Regular Board Meeting Agenda Packet 2026-05-27
ONGOINGCalifornia Association for Park and Recreation Indemnity Agenda Packet 2026-05-27
ONGOINGSilicon Valley Clean Water Regular Meeting Agenda Packet May 14 2026
APPROVEDMore from City of San Luis Obispo
City of San Luis Obispo City Council Agenda Packet 2026-06-02
City of San Luis Obispo City Council Agenda Packet 2026-06-02
City of San Luis Obispo City Council Agenda Packet 2026-06-02
City of San Luis Obispo Whale Rock Commission Agenda 2026-05-28
City of San Luis Obispo Whale Rock Commission Agenda 2026-05-28
Want to learn more?
Get alerts on contract renewals, new awards, and vendor activity.
Bring us your territory.
We'll show you what is forming.
See live SLED buying signals, source docs, decision-makers, contract context, and the next step into your CRM or pipeline.