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FINANCIAL_SERVICESRECOMMENDED

Yorba Linda Water District Board of Directors Meeting Agenda 2026-05-14

PFM Asset Management to Manage Long-Term Portfolio

Yorba Linda Water DistrictPFM ASSET MANAGEMENTMay 14, 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 Yorba Linda Water District Board will consider adopting an amended Public Funds Investment Policy and implementing a 1–5 year long-term investment portfolio managed by PFM Asset Management. The actively managed portfolio will govern investment of District public funds over multi‑year horizons.

Contract Details

Vendor

PFM ASSET MANAGEMENT

Agency

Yorba Linda Water District, CA

Contract Type

FINANCIAL_SERVICES

Document Date

May 14, 2026

Contract Term

Maturities from one to five years

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