PFM Manages Investments For County Connection 115 Trust

County Connection’s A&F Committee received an update on ongoing investment management services provided by PFM Asset Management for the PARS Combination 115 Trust OPEB and Pension accounts. PFM reports strong long-term returns under a moderately conservative passive strategy and will brief the Committee on market trends.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Ongoing investment management for PARS 115 OPEB and Pension Accounts; performance reported as of June 30, 2026

Renewal

PFM serves as the investment manager for the PARS 115 Trust accounts under a continuing engagement, with performance monitored annually. Renewal or modification of the investment management agreement would occur through Board action as part of trust governance review.

Document type

Agenda

Source document

County Connection Administration & Finance Committee Meeting Agenda 2026-09-02

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Central Contra Costa Transit Authority?

Pfm Asset Management was awarded this financial services contract by Central Contra Costa Transit Authority, as recorded on September 1, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in County Connection Administration & Finance Committee Meeting Agenda 2026-09-02 (Agenda), dated September 1, 2026 from Central Contra Costa Transit Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management hold?

Pfm 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 Central Contra Costa Transit Authority currently buying?

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PFM Manages Investments For County Connection 115 Trust

Scope & details

Related contracts

Frequently asked questions

Who was awarded the financial services contract by Central Contra Costa Transit Authority?

What type of contract is this?

Where was this contract approved?

What other contracts does Pfm Asset Management hold?

What is Central Contra Costa Transit Authority currently buying?

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