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File #: 25-6076   
Type: Orange County Transportation Authority Item Status: Received as Information
File created: 1/30/2025 In control: Finance and Administration Committee
On agenda: 5/28/2025 Final action: 5/28/2025
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 contracted by the Orange County Transportation Authority to oversee the Managed Investment Portfolio. Representatives from PFM Asset Management will provide an overview of their firm, share market insights, and present an update on Orange County Transportation Authority’s portfolio.

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