City Investment Portfolio Performance
Summary
The committee reviewed quarterly investment returns and market updates across the city's portfolio managed by PFM Asset Management. Officials evaluated how national interest rate changes and economic conditions impact municipal earnings.
At a glance
- Total mentions
- 4
- Last 30 days
- 1
Discussed at 1 meeting in the last 60 days; most recently Oct 21, 2026.
Impact analysis
Affects municipal interest earnings and long-term capital preservation across more than $220 million in total holdings.
City residents benefit from maximized investment earnings supporting municipal programs.
Mentions & discussions (4)
Fiscal & Investments Oversight Committee - Oct 21, 2026
The committee reviewed quarterly investment returns and market updates across the city's portfolio managed by PFM Asset Management. Officials evaluated how national interest rate changes and economic conditions impact municipal earnings.
Fiscal & Investments Oversight Committee - Jul 15, 2026
The committee reviewed the city's $170.4 million managed investment portfolio managed by PFM Asset Management. PFM reported a 4.1 percent return for the quarter despite rising short-term interest rates and market volatility.
Fiscal & Investments Oversight Committee - Apr 15, 2026
The city's investment managers reviewed portfolio performance, noting that extending duration during a period of rising yields helped lock in higher returns compared to benchmark expectations.
Fiscal & Investments Oversight Committee - Jan 21, 2026
The committee reviewed the City's $218 million investment portfolio managed by PFM, which continues to generate steady returns and exceed benchmark expectations despite market volatility.
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