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News and Events

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

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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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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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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