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News and Events

The team regularly presents at educational seminars and is often quoted by leading industry publications.

Eighth Annual Tri-State Institutional Forum

Marcia Peters, CFA, Chief Investment Officer, will be speaking at the Eighth Annual Tri-State Institutional Forum on March 18 in NYC, covering the macro outlook and global asset allocation decisions.

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PEI Named Top 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) list of Top Defined Contribution (DC) Advisor Multi-Office Firms.

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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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