Dakota Live! Podcast: Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management
Play • 38 min

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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