Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management

Floyd Simpson shares how he evaluates asset managers, approaches due diligence meetings, and considers asset allocation decisions. He discusses his experience in working in Emerging Manager Research, Multi-Asset Strategy Solutions, and an Outsourced CIO business model with PFM Asset Management.

In his current role he works with institutional clients to develop and implement Multi-Asset strategies for their portfolios and is a voting member of the Outsourced Chief Investment Officer Investment Committee which has oversight of $16.7 billion Assets Under Management as of June 30, 2022.

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