Pensions & Other Post-Employment Benefits (OPEB)

We have a long history of providing outsourced chief investment officer solutions (OCIO) to retirement plans, including defined benefit plans and OPEB trusts. 

Each investment strategy begins with an understanding of the asset and liability profile of each entity, and an analysis of the current financial position of the plan. From there, we work to customize a strategy, taking into consideration the investment policy, objectives, funding status, and other specific metrics. We offer a variety of implementation options for our multi-asset class strategies including mutual funds, separately managed accounts, and exchange-traded funds (ETFs).  

For those entities with other post-employment benefit trusts (OPEB), our professionals have experience working with existing or establishing section 115 or multi-employer trusts.   


     
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Why work with PFMAM?

We have more than 40 years of experience serving the public sector. We combine national perspective with local connection to build tailored, flexible investment solutions across fixed income and multi-asset class strategies. Our focus is on liquidity management, investment-grade fixed income, and OCIO solutions. We look forward to working with you to develop custom solutions to your specific needs.

  
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