Del Mar Reviews PFM Pension Investment Strategies
City of Del MarCity · Del Mar, CA- Disclosed value
- Target Index-Based Strategies discretionary trustee/investment management fees are based on agency assets; illustrative annual fee for the City was 0.066%, with total monthly program fees of $1,550.68. Managed Strategies illustrative discretionary trustee/investment management fee was 0.335% annually, with total monthly program fees of $2,867.94.
- From report
- Document date
- Nov 14, 2026
The 30-second brief
PFM Asset Management continues to provide investment management options for Del Mar’s Section 115 pension trust. The presentation identified target index-based and managed strategy fees, including illustrative monthly program costs based on the City’s $5,883,057 trust balance.
Pfm Asset Management holds this financial services contract with City of Del Mar. Its other public contracts on record include work for San Gorgonio Pass Water Agency and City of Healdsburg.
Term as filed: Ongoing; investment management services under the PARS Section 115 trust program.
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Contract details
- Contract type
- Financial Services
- Amount
- Target Index-Based Strategies discretionary trustee/investment management fees are based on agency assets; illustrative annual fee for the City was 0.066%, with total monthly program fees of $1,550.68. Managed Strategies illustrative discretionary trustee/investment management fee was 0.335% annually, with total monthly program fees of $2,867.94.
- Document date
- November 14, 2026
- Term
- Ongoing; investment management services under the PARS Section 115 trust program
- Vendor
- Pfm Asset Management
- Agency
- City of Del Mar
- Source document
- City of Del Mar Report Indirect Cost Allocation Plan Update and User and Regulatory Fee Study 2026-11-18 (Report)
Pfm Asset Management's other public contracts
More City of Del Mar contracts
Questions about this contract
Who was awarded the financial services contract by City of Del Mar?
Pfm Asset Management was awarded this financial services contract by City of Del Mar, as recorded on November 14, 2026. The contract value is Target Index-Based Strategies discretionary trustee/investment management fees are based on agency assets; illustrative annual fee for the City was 0.066%, with total monthly program fees of $1,550.68. Managed Strategies illustrative discretionary trustee/investment management fee was 0.335% annually, with total monthly program fees of $2,867.94..
How much is the Pfm Asset Management contract with City of Del Mar worth?
The Pfm Asset Management contract with City of Del Mar is valued at Target Index-Based Strategies discretionary trustee/investment management fees are based on agency assets; illustrative annual fee for the City was 0.066%, with total monthly program fees of $1,550.68. Managed Strategies illustrative discretionary trustee/investment management fee was 0.335% annually, with total monthly program fees of $2,867.94., covering financial services work.
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 City of Del Mar Report Indirect Cost Allocation Plan Update and User and Regulatory Fee Study 2026-11-18 (Report), dated November 14, 2026 from City of Del Mar. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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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.
What is City of Del Mar currently buying?
Explore City of Del Mar's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
