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PFM Asset Management Named OPEB Trust Subadvisor

Valley Collaborative logoValley Collaborative
Document date
Jan 9, 2025
Term
Ongoing

The 30-second brief

What it covers

PFM Asset Management is identified as a registered investment-advisor subadvisor for the Public Agencies Post-Retirement Health Care Plan Trust. The ongoing arrangement supports investment management under the trustee structure.

Who holds it

Pfm Asset Management holds this financial services contract with Valley Collaborative. Its other public contracts on record include work for Menlo Park Fire Protection District and Golden Gate Bridge, Highway and Transportation District.

What happens next

Term as filed: Ongoing.

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Contract details

Contract type
Financial Services
Document date
January 9, 2025
Term
Ongoing
Vendor
Pfm Asset Management
Agency
Valley Collaborative
Source document
Valley Collaborative AgendaPacket Board of Directors Meeting 2025-01-09 (AgendaPacket)

Pfm Asset Management's other public contracts

Menlo Park Fire Protection District, CaliforniaPFM Asset Management Continues District Investment Management · Oct 20, 2026UndisclosedGolden Gate Bridge, Highway and Transportation District, CaliforniaOPEB Board Reviews PFM Asset Management Services · Oct 20, 2026Golden Gate Bridge, Highway and Transportation District, CaliforniaBoard Updates OPEB Investment Policy After PFM Review · Oct 20, 2026UndisclosedGolden Gate Bridge, Highway and Transportation District, CaliforniaPFM Asset Management Continues District Investment Reporting · Oct 20, 2026UndisclosedSan Gorgonio Pass Water Agency, CaliforniaAgency Reviews PFM Quarterly Investment Management Report · Oct 20, 2026UndisclosedAll Pfm Asset Management contractsVendor profile

More Valley Collaborative contracts

Us BankUS Bank Continues as Trustee for Valley OPEB Trust · Sep 17, 2026UndisclosedRockland TrustValley Collaborative Maintains Accounts With Rockland Trust · Sep 17, 2026UndisclosedPARSValley Collaborative Continues OPEB Trust Program With PARS · Sep 17, 2026UndisclosedMMDTValley Collaborative Maintains Unrestricted Cash in MMDT · Sep 17, 2026UndisclosedFritz & Deguglielmo LLCValley Collaborative Accepts Clean Fiscal 2025 Audit · Nov 20, 2025UndisclosedAll Valley Collaborative activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Valley Collaborative?

Pfm Asset Management was awarded this financial services contract by Valley Collaborative, as recorded on January 9, 2025.

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 Valley Collaborative AgendaPacket Board of Directors Meeting 2025-01-09 (AgendaPacket), dated January 9, 2025 from Valley Collaborative. 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 Valley Collaborative currently buying?

Explore Valley Collaborative's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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