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).
Read MoreMarcia 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.
See EventAttila 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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