PFM Community Bank Investment Index

Introducing the PFM Community Bank Investment Index from 
PFM Asset Management LLC

FMS is proud to announce a new partnership with Harrisburg-based PFM Asset Management LLC (PFMAM) to distribute PFMAM’s new Community Bank Investment Index (PFM CBI Index) – a first of its kind tool that enables investors, regulators and market participants to easily access the risk and return profiles of 5,000+ institutions within the community banking industry. 

The PFM CBI Index is comprised of the constituent investments reported by community banks on their call reports and provides a great, independent benchmark for you to not only compare your investment portfolio’s exposure and performance with your peers, but it also provides a consistent method for your institution to objectively evaluate how your investment portfolio compares to its competitors.  

The index will be updated on a quarterly basis so be sure to check this page often as future versions of the index are made available.

Download the Index