Higher Education

Our in-depth understanding of the higher education sector informs a thoughtful approach to managing portfolios of varying complexities, liquidity requirements, time horizons and risk budgets. These range from operating funds and bond proceeds, to longer-term reserves and endowment portfolios.

Our solutions provide the flexibility to deeply understand each client’s unique challenges when constructing their solution, whether through a custom fixed income strategy or a fully outsourced chief investment officer (OCIO) program. Our solutions are designed to address specific client requirements for environmental, social and governance (ESG) and/or minority-manager inclusion.

We are active across the industry and speak frequently at various conferences, including the National Association of College and University Business Officers (NACUBO), and local higher education networks. In addition, on an annual basis, we host our own higher education client forums. These events bring together clients and subject matter experts to create an environment that is conducive to sharing ideas, best practices and important industry trends.


Featured Article

How Does ESG Impact Performance?

We examine the impact of ESG on performance in the fixed income sector by evaluating the performance and risk characteristics of comparable ESG and non-ESG indices.

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.