PFM Asset Management Reviews Agency Investment Portfolio

PFM Asset Management provided the Agency’s quarterly investment report and reviewed portfolio performance and market conditions. The portfolio had a 4.21% yield at cost and an AA overall credit quality rating.

Document date · September 14, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Ongoing investment management services; quarterly report for quarter ending June 30, 2026

Document type

AgendaPacket

Source document

San Gorgonio Pass Water Agency AgendaPacket Finance and Budget Committee Meeting 2026-09-14

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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 Gorgonio Pass Water Agency?

Pfm Asset Management was awarded this financial services contract by San Gorgonio Pass Water Agency, as recorded on September 14, 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 Gorgonio Pass Water Agency AgendaPacket Finance and Budget Committee Meeting 2026-09-14 (AgendaPacket), dated September 14, 2026 from San Gorgonio Pass Water Agency. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management hold?

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