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  • 28

    years of experience

  • $85B

    assets under advisement

  • 97%

    client satisfaction rate

  • >200

    client relationships

  • 28

    years of experience

  • $85B

    assets under advisement

  • 97%

    client satisfaction rate

  • >200

    client relationships

How We Help

We provide you with the tools and resources needed for building and maintaining an effective investment program, covering fiduciary governance, investment manager due diligence and administrator research and oversight.

Explore Our Capabilities
Governance

Investment Policy Statement Development / Review

Governance

Fiduciary Training and Education

Investments

Performance Reporting

Investments

Manager Search and Selection

Administration

Fee Benchmarking Studies

Administration

Service Provider Search and Selection

Seamless delivery by specialized experts cover the full spectrum of your needs

  • Fiduciary Consulting Group: Fiduciary Governance
  • Consulting Support Group: Plan and Investment Compliance
  • Investment Research Group: Manager Due Diligence
  • Provider Solutions Group: Administrator Research

A Tenured Team to Guide You

Our cross-functional experts serve as an extension of your committee to deliver objective advice, educate your fiduciaries and improve the effectiveness of your service providers.

See the Entire PEI Team
Partner, Co-Founder
Michael
Sasso
Partner, Co-Founder
Richard
Torbinski
Partner, Co-Founder
Attila
Toth

What's New

News
PEI Named Top 2020 DC Advisor by the National Association of Plan Advisors

PEI is pleased to announce it has been named to the National Association of Plan Advisors (NAPA) 2020 list of Top Defined Contribution (DC) Advisor Multi-Office Firms.

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Events
8th Annual Tri-State Institutional Virtual Forum

Marcia Peters, CFA, Chief Investment Officer, will be speaking at the 8th Annual Tri-State Institutional Virtual Forum on March 16 on a panel discussing, "Geopolitical Polarization, Late-stage Capitalism, & the Great Reset."

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Events
Opal Group’s 2021 Public Funds Summit

Marcia Peters, CFA, Chief Investment Officer, will be attending the Opal Group's 2021 Public Funds Summit, held virtually. Marcia will be a panelist discussing general consulting trends, investment selection and manager due diligence.

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News
PEI Ranks #28 in P&I’s Ranking of Largest Investment Consultants

Portfolio Evaluations, Inc. (PEI) has again been ranked by Pensions & Investments (P&I) as one of the largest investment consultants by worldwide institutional assets under advisement (as of June 30, 2020).

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News Archive

White Paper

Cover for Maximizing Your Recordkeeper Relationship Report

Maximizing Your Recordkeeper Relationships

Mid to large-sized DC plans are increasingly threatened by excessive fee litigation. While plan expenses are an important component of any vendor review, fees alone should not be the focus. The DOL makes it clear that fees are to be reviewed in the context of service and overall value.

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Featured Resources

DC Industry Insights

Observations on the Current State of Stable Value Funds

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DB Industry Insights

Pension Funding Relief Proposal

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Regulatory Updates

Compliance Checklist for 2021

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Economic Reviews

4Q 2020 Economic Review and Outlook

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Special Reports

Market Observations Amid COVID-19 Outbreak

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Resource Center