FINANCIAL_SERVICESONGOING

PFM Reports on District Investment Portfolio

PFM Asset Management presented a quarterly update on the District’s investment portfolio, outlining economic conditions and portfolio performance. The briefing reflects an ongoing financial advisory engagement supporting prudent investment practices for the District’s funds.

Status
ONGOING
Document date
August 18, 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
The advisory relationship appears ongoing; renewal or extension terms are not detailed in the minutes and would be governed by the underlying investment advisory agreement.
Document type
AgendaPacket
Source document
San Bernardino Valley Municipal Water District AgendaPacket Regular Meeting of the Board of Directors 2026-08-18

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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 18, 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 Regular Meeting of the Board of Directors 2026-08-18 (AgendaPacket), dated August 18, 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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