CONTRACTONGOING

PFM Asset Management manages City of Marion's assets

City of Marion logoCity of Marion
Document date
Jul 29, 2024

The 30-second brief

What it covers

PFM Asset Management LLC provides sub-advisory services for the City of Marion's investment portfolio, offering expertise in asset allocation and investment strategies.

Who holds it

Pfm Asset Management holds this asset management contract with City of Marion. Its other public contracts on record include work for Menlo Park Fire Protection District and Golden Gate Bridge, Highway and Transportation District.

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Contract details

Contract type
Asset Management
Document date
July 29, 2024
Term
NA
Source document
investment_oversight_committee_agenda_july_29_2024.pdf (Agenda)

Pfm Asset Management's other public contracts

More City of Marion contracts

Questions about this contract

Who was awarded the asset management contract by City of Marion?

Pfm Asset Management was awarded this asset management contract by City of Marion, as recorded on July 29, 2024.

What type of contract is this?

This is a Asset Management contract, documented as a agenda record.

Where was this contract approved?

This contract appears in investment_oversight_committee_agenda_july_29_2024.pdf (Agenda), dated July 29, 2024 from City of Marion. 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 City of Marion currently buying?

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