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City hears PFM annual investment review; portfolio outperformed benchmark in 2024

3220864 · April 9, 2025
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

PFM Asset Management presented Plantation’s annual investment review; the city’s long‑term portfolio returned 4.6% in 2024, outperforming its benchmark, and the investment policy was updated to reflect recent state statutory language.

PFM Asset Management presented the City of Plantation’s annual investment report during the April 9 meeting, reporting that the city’s long‑term portfolio returned 4.6% for the calendar year ending December 31, 2024, beating the ICE 1–3 year Treasury benchmark by roughly 0.5 percentage points.

PFM’s representative described three market phases for the period under review: a recalibration as inflation fell from elevated levels, post‑election uncertainty that…

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