PFM To Transition District Investment Portfolio Benchmark

The Lake Worth Drainage District reported that PFM will transition the benchmark used for its investment portfolio to the 1–5 year Treasury Index. The engagement remains ongoing as the District manages a portfolio valued at approximately $37.6 million.

Document date · August 12, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Minutes

Source document

Lake Worth Drainage District Minutes Board of Supervisors Meeting 2026-08-12

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Lake Worth Drainage District?

PFM was awarded this financial services contract by Lake Worth Drainage District, as recorded on August 12, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Lake Worth Drainage District Minutes Board of Supervisors Meeting 2026-08-12 (Minutes), dated August 12, 2026 from Lake Worth Drainage District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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