Quantitative Strategies

PFM's Quantitative Strategies Group (the “QSG”) comprises a group of dedicated professionals whose mission is to develop proactive strategies and tools for all of PFM’s business practices.  Through the use of advanced financial analysis and commercial and proprietary software, the QSG develops customized solutions to meet the individual quantitative needs of all of our clients.

Our extensive quantitative capabilities allow us to provide services which address the full scope of strategic and operational considerations, ranging from capital financing strategies, to strategic planning and budgeting, to investment management strategies.  Our Financial Risk Management, Structural Optimization, Refunding Efficiency, Forward Pricing, Other Post-Employee Benefits, and Budget Projection Models, to name a few, assist us in achieving these objectives.   

In addition to our on-going firm-wide support, the QSG constantly monitors the municipal market in order to stay abreast of new and emerging products and strategies and our strong market presence places PFM at the forefront of the development and implementation of these tools and strategies for our clients.

To further enhance the accuracy and comprehensiveness of our leading quantitative resources, the QSG maintains direct access to numerous information services such as Bloomberg, Thomson Financial, Securities Data Corporation, and Municipal Market Advisors, among others.

The QSG also administers the firm’s extensive three-month municipal finance training program for new and lateral hires.  The QSG also participates in hosting PFM’s training seminars for our clients, with topics spanning from the basics of transaction management to policy-level considerations.  

The multitude of services offered by the QSG enables PFM to optimize its partnerships with clients. This collaborative relationship supports our clients’ ability to exceed both short-term budgetary goals and long-term strategic and capital-financing objectives.