City Continues Core Portfolio Management with PFM

The City of Fremont continues its engagement with PFM Asset Management LLC to actively manage the City’s Core investment portfolio. PFM is responsible for purchasing suitable securities, monitoring credit quality, and optimizing returns while maintaining safety and liquidity in line with the City’s Investment Policy.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

The Treasurer’s authority to invest, including the engagement of PFM for Core Portfolio management, is delegated by the City Council on one-year periods; the report notes the current Investment Policy is effective July 1, 2025, implying annual review and potential renewal of this arrangement.

Document type

Report

Source document

City of Fremont Treasurer's Cash and Investment Report 2026-04-30

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by East Bay Regional Park District Fire Department?

Pfm Asset Management Llc was awarded this financial services contract by East Bay Regional Park District Fire Department, as recorded on April 30, 2026.

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 Fremont Treasurer's Cash and Investment Report 2026-04-30 (Report), dated April 30, 2026 from East Bay Regional Park District Fire Department. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management Llc hold?

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

View Pfm Asset Management Llc's profile

What is East Bay Regional Park District Fire Department currently buying?

Explore East Bay Regional Park District Fire Department's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View East Bay Regional Park District Fire Department's profile