FINANCIAL_SERVICESONGOING

Zone 7 Continues Investment Management With PFM

Zone 7 Water Agency continues to use PFM Asset Management as its investment manager for the Agency’s fixed-income portfolio, with services including market analysis, compliance oversight, and performance reporting as of June 30, 2026. The engagement supports the Agency’s fiscal responsibility and adherence to its investment policy.

Status
ONGOING
Document date
August 30, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pfm Asset Management
Agency
Zone 7 Water Agency · CA

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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
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
Document type
AgendaPacket
Source document
Zone 7 Water Agency AgendaPacket Finance Committee Meeting 2026-09-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Zone 7 Water Agency?

Pfm Asset Management was awarded this financial services contract by Zone 7 Water Agency, as recorded on August 30, 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 Zone 7 Water Agency AgendaPacket Finance Committee Meeting 2026-09-01 (AgendaPacket), dated August 30, 2026 from Zone 7 Water Agency. 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.

View Pfm Asset Management's profile

What is Zone 7 Water Agency currently buying?

Explore Zone 7 Water Agency's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Zone 7 Water Agency's profile

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