Quarterly Portfolio Update from PFM Asset Management
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Description
The Board will receive a quarterly investment portfolio update from PFM Asset Management covering District investments through March 2026. This reflects the District’s ongoing engagement of PFM for professional investment advisory services.
Contract Details
Vendor
PFM ASSET MANAGEMENT
Agency
San Bernardino Valley Municipal Water District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 19, 2026
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Issuing Agency
Utility District
San Bernardino, CA
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