We are a nonprofit organization dedicated to empowering public funds participants in the $4 trillion public funds investment market with insights, tools and resources to help them make well-informed investment decisions.
Our Vision and Values
By focusing exclusively on the unique needs and interests of public funds investors, the Institute provides a community for investors to connect, share best practices, and stay up-to-date on the latest trends and developments in public funds investing. We strive to be the leading resource and advocate for public funds investors, promoting best practices, strong governance, and positive impact on society
We want to be the go-to resource for news and analysis, offering insights and knowledge gained from years of experience in the industry.
We hold ourselves to the highest ethical standards, ensuring independence, transparency and honesty in all our interactions.
We foster a collaborative community of investors who share best practices and work together towards common goals.
We believe in the positive impact that public funds can have on society and are dedicated to promoting responsible investing practices that benefit the greater community.
Marty Margolis founded the company that grew into PFM Asset Management, the nation’s premier public sector investment manager. He led the company for 40 years until it was acquired by a regional bank in 2021. He pioneered in creating the first grass roots local government investment pool in the nation (Pennsylvania) the first state-sponsored non arbitrage pool (Virginia), the creation of a multi-asset class outsourced chief investment officer product, and the development of a robust national separate account business. When he left PFMAM in 2021 it had $150 billion of assets under management.
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