Buyer's Guide
PFM Asset Management
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines.
| Year entered into OCIO business | 2007 |
| Number of relationship managers/sales people | 50 |
| Number of portfolio managers | 8 |
| OCIO percentage of total firm revenue | 15% |
| AUM full discretion | $8B |
| Number of full discretionary clients | 179 |
Discretionary assets by fund type
| Defined Benefit | $1.8B |
| 401(k), 403(b), other DC | $3B |
| Endowments/Foundations | $481M |
| Health Care Pools* | $0 |
| Other | $2.7B |
| *Board designated, funded depreciation. | |