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 | 20 |
| Number of portfolio managers | 8 |
| OCIO percentage of total firm revenue | 15% |
| AUM full discretion | $10.883B |
| Number of full discretionary clients | 201 |
Discretionary assets by fund type
| Defined Benefit | $2.776B |
| 401(k), 403(b), other DC | $3.719B |
| Endowments/Foundations | $643M |
| Health Care Pools* | $293M |
| Other | $3.452B |
| *Board designated, funded depreciation. | |