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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 in New York, New York, covering the macro outlook and global asset allocation decisions.

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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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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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