Public Funds Manager Application

How The Qualification Process Works

  1. Click here for the application and listing form to print out.
  2. Fill in requested information and sign the completed agreement.
  3. Send the completed forms, along with qualifying documentation per the instructions on the application.

Qualifications and Documentation

To be eligible for inclusion, submit a signed application along with the following information related to your firm’s experience as a manager of Public Funds:

  1. The name(s) of one or more public-sector clients for whom you are currently managing funds;
  2. The total amount of public sector assets currently under management; and
  3. Whether your firm handles short-term reinvestment, and/or pension fund management.



Your Account Representative can answer all of your questions regarding the application process and your listing.

Thomas Toussaint

John Schade