FINANCIAL_SERVICESONGOING

PFM Provides Quarterly Investment Portfolio Update

San Bernardino Valley Municipal Water District received a quarterly investment portfolio update from PFM Asset Management on the District’s holdings through June 30, 2026, under its ongoing investment advisory services engagement. The Board took a receive-and-file action, continuing the previously approved investment strategy.

Status
ONGOING
Document date
August 6, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pfm Asset Management
Agency
San Bernardino Valley Municipal Water District · CA

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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Investment advisory services from PFM Asset Management were approved previously by the Board with direction on February 10, 2022, to continue the same investment strategy; no new amendments or renewals are described in this meeting.
Document type
AgendaPacket
Source document
San Bernardino Valley Municipal Water District AgendaPacket Board of Directors' Special Meeting - Policy/Administration Workshop 2026-08-06

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by San Bernardino Valley Municipal Water District?

Pfm Asset Management was awarded this financial services contract by San Bernardino Valley Municipal Water District, as recorded on August 6, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in San Bernardino Valley Municipal Water District AgendaPacket Board of Directors' Special Meeting - Policy/Administration Workshop 2026-08-06 (AgendaPacket), dated August 6, 2026 from San Bernardino Valley Municipal Water District. 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 San Bernardino Valley Municipal Water District currently buying?

Explore San Bernardino Valley Municipal Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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