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Investment Portfolio Update Presented by PFM Asset Management

San Bernardino Valley Municipal Water District logoSan Bernardino Valley Municipal Water District
Document date
Nov 5, 2026

The 30-second brief

What it covers

The San Bernardino Valley Municipal Water District will discuss a quarterly investment portfolio update and annual investment policy review presented by PFM Asset Management. The agenda does not state an amount or contract term.

Who holds it

Pfm Asset Management holds this financial services contract with San Bernardino Valley Municipal Water District. Its other public contracts on record include work for City of St. Cloud and Alpine County.

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Contract details

Contract type
Financial Services
Document date
November 5, 2026
Vendor
Pfm Asset Management
Agency
San Bernardino Valley Municipal Water District
Source document
San Bernardino Valley Municipal Water District Agenda Board of Directors' Special Meeting 2026-11-05 (Agenda)

Pfm Asset Management's other public contracts

City of St. Cloud, FloridaFinance Committee to Review PFM Investment Portfolio Results · Nov 9, 2026UndisclosedAlpine County, CaliforniaPFM Asset Management Continues PARS Sub-Advisory · Nov 7, 2026UndisclosedWest County Wastewater District, CaliforniaPFM Asset Management Manages WCW CAMP Funds · Nov 7, 2026UndisclosedSan Bernardino Community College District, CaliforniaPFM Asset Management Supports PARS Portfolio · Nov 7, 2026UndisclosedCity of Rancho Palos Verdes, CaliforniaPFM Advances in City Investment Advisory RFP · Nov 7, 2026UndisclosedAll Pfm Asset Management contractsVendor profile

More San Bernardino Valley Municipal Water District contracts

Pride Industries One IncWater District Approves PRIDE Direct Installation Contract · Nov 8, 2026$1.5MPride Industries One IncPRIDE Direct Installation Program Change Order Recommended · Nov 8, 2026Pride Industries One IncPRIDE Industries Change Order Proposed for Water Conservation Project · Nov 5, 2026Pride Industries One IncDirect Installation Construction Contract Approved for PRIDE Industries · Nov 5, 2026UndisclosedWebers Water Conservation IncWebers Water Conservation Supports Direct Installation Program · Nov 5, 2026UndisclosedAll San Bernardino Valley Municipal Water District activityAgency profile

Questions about this contract

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 November 5, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in San Bernardino Valley Municipal Water District Agenda Board of Directors' Special Meeting 2026-11-05 (Agenda), dated November 5, 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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