Legislation Details

File #: 24-5518   
Type: Orange County Transportation Authority Item Status: Committee Ready - Special Calendar
File created: 2/8/2024 In control: Finance and Administration Committee
On agenda: 4/10/2024 Final action: 4/10/2024
Title: Investment Management Presentation - PFM Asset Management
Sponsors: Robert Davis, Andrew Oftelie
Attachments: 1. Presentation

Subject

title

Investment Management Presentation - PFM Asset Management

 

overview

Overview

PFM Asset Management is one of four firms Orange County Transportation Authority contracts with to actively manage the Short-term Investment Portfolio. Staff with PFM Asset Management will present an introduction to their firm and provide commentary on the market and OCTA’s portfolio.

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