Pensions & Other Post-Employment Benefits (OPEB)

Our professionals have a long history of providing outsourced chief investment officer solutions (OCIO) to retirement plans, including defined benefit plans and other post-employment benefit trusts (OPEB).

Each investment strategy begins with a deep understanding of the asset and liability profile of each entity, and a robust analysis of the current financial position of the plan. From there, our professionals work to customize a strategy, taking into consideration the investment policy, objectives, funding status and other specific metrics. We possess a variety of implementation options for our Multi-Asset class strategies including mutual funds, separately managed accounts and ETF’s.

For those entities with Other Post Employment Benefit Trusts (OPEB), our professionals have extensive experience working with existing or establishing section 115 or Multi-Employer trusts.


Featured Article

What you should know about Benefit Bonds

The issue of funding an increasing pension liability is always top of mind for many trustees and state officials.

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.