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  • 27

    years of experience

  • $75B

    assets under advisement

  • 95%

    client satisfaction rate

  • 221

    client relationships

  • 27

    years of experience

  • $75B

    assets under advisement

  • 95%

    client satisfaction rate

  • 221

    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 Ranks #32 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, 2019).

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Events
Marcia Peters, CFA, will be Speaking at the Sixth Annual Pennsylvania Institutional Forum

Marcia Peters, CFA, Chief Investment Officer, will be a panelist at the Sixth Annual Pennsylvania Institutional Investor Forum in Philadelphia, PA, covering the macro outlook and global asset allocation decisions.

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News
Attila Toth Named to the FT 2019 Top 401 Retirement Plan Advisors List

Attila Toth, Partner and Co-Founder, has been named to the Financial Times 2019 Top 401 Retirement Plan Advisors list. The list was published in a special report on ft.com.

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Events
Opal Group’s 2019 Public Funds Summit East

Marcia Peters, CFA, Chief Investment Officer, will be a panelist at the 2019 Public Funds Summit East in Newport, RI. Marcia will be discussing, “The Role of a Consultant – Past, Present, and Future.”

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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

Student Loan Debt: Trends and Implications

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DB Industry Insights

Multi-Employer Plans Experience Improved Funded Status

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Regulatory Updates

Compliance Checklist for 2020

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Economic Reviews

3Q 2019 Economic Review and Outlook

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Research Reports

Fixed Income Investing in a Rising Rate Environment

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Resource Center