Outsourced Chief Investment Officer (OCIO)

We have a long history of providing a client-focused Outsourced Chief Investment Officer (OCIO) service for a broad range of fund types and multi-asset class portfolio structures. These options include endowments, foundations, pensions, other post-employment benefits (OPEB), and institutional investor funds. We help our clients invest across a variety of domestic (U.S.) and international asset classes including equities, fixed income, and alternatives.

We believe that navigating markets starts with robust fundamental analysis to build a strategic allocation for the long term. We utilize tactical asset allocation shifts to tilt the portfolio based on our outlook and market conditions for various asset classes. In concert with our manager research team, we source and utilize passive managers in efficient markets and active managers where opportunities arise.

Using an open architecture approach, we customize specific asset allocations to meet client risk and return expectations. We offer a variety of implementation options including our proprietary Multi-Manager Series Trust, third-party mutual funds and ETFs, and separate accounts. Our proactive, holistic investment approach, fiduciary orientation, transparent track record and fees permit our clients to focus on their organization’s objectives for the long term.


     
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PFM Manager's Research Process

Manager research is an integral part of a broader portfolio management process. We explore the two aspects of manager research, which are manager selection and manager oversight.

Why work with PFMAM?

With more than 40 years of experience, we serve public sector, non-profit and other institutional clients. 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 Outsourced Chief Investment Officer (OCIO) solutions. We look forward to working with you to develop bespoke solutions to your specific needs.

  
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