Principal Asset Management Oversees CCWD Retirement Portfolio

Contra Costa Water District utilizes Principal Asset Management’s OCIO Solutions team to provide ongoing investment advisory and portfolio management services for the CCWD Retirement Plan. The FY25 third quarter client report details performance, asset allocation, and market outlook under this advisory relationship.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Ongoing OCIO and advisory services under existing agreements; the report does not specify contract start or end dates or renewal options.

Document type

Report

Source document

contra-costa-water-district-fy25-third-quarter-retirement-plan-report_9f3.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Contra Costa Water District?

Principal Asset Management was awarded this financial services contract by Contra Costa Water District, as recorded on May 29, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in contra-costa-water-district-fy25-third-quarter-retirement-plan-report_9f3.pdf (Report), dated May 29, 2025 from Contra Costa Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Principal Asset Management hold?

Principal Asset Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Contra Costa Water District currently buying?

Explore Contra Costa Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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Principal Asset Management Oversees CCWD Retirement Portfolio

Scope & details

Related contracts

Frequently asked questions

Who was awarded the financial services contract by Contra Costa Water District?

What type of contract is this?

Where was this contract approved?

What other contracts does Principal Asset Management hold?

What is Contra Costa Water District currently buying?

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