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FINANCIAL_SERVICESONGOING

San Bernardino Valley Municipal Water District Agenda Regular Meeting of the Board of Directors 2026-05-19

Quarterly Portfolio Update from PFM Asset Management

San Bernardino Valley Municipal Water DistrictPFM ASSET MANAGEMENTMay 19, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

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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