Public Entities
Specialized Experience
Permanent Funds
Following the lead of the State, many municipalities have set aside funds to create long-term investment accounts for their community. We manage funds for public entities across the state to create investment strategies that can support their communities through sustainable regular distributions to the local budget. Additionally, we also continue to help start these funds from the ground up utilizing our broad experience; we can provide all the planning tools needed to establish a new investment policy, strategic modeling for budgetary expectations, and education of council or assembly representatives.
Operating Funds and Cash Flow Analysis
Public finance officers are tasked with handling a dizzying amount of fiscal responsibilities for their respective communities. APCM partners with administrative and finance departments to help maximize returns on their working capital by investing funds that are needed in the near term but not immediately. We partner with many of our clients to help analyze cash flows and help identify those opportunities and other analyses that can be complementary to internal staff directives.
Comprehensive Services
Review of Investment Policy Statements
Create an optimal portfolio based on client’s objectives and constraints
Cash flow simulations to review potential wealth distributions
Coordinate objectives of investment, spending, and contribution policies
Board, Assembly, and Council Education
Risk management tools to quantify and evaluate potential exposure to loss
Selection of funds and investment vehicles
Annual review of asset allocation and capital market assumptions
Evaluation of new asset classes and investment strategies
Regular communication and performance reporting
Portfolio trading and rebalancing
Let’s talk about fees.
APCM’s investment philosophy is built on the foundational principle, “focus on what you can control”; asset allocation, fees, and expenses.
Therefore one low, transparent fee covers all services.