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News and Events

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

8th Annual Tri-State Institutional Virtual Forum

Marcia Peters, CFA, Chief Investment Officer, will be speaking at the 8th Annual Tri-State Institutional Virtual Forum on March 16 on a panel discussing, "Geopolitical Polarization, Late-stage Capitalism, & the Great Reset."

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Opal Group’s 2021 Public Funds Summit

Marcia Peters, CFA, Chief Investment Officer, will be attending the Opal Group's 2021 Public Funds Summit, held virtually. Marcia will be a panelist discussing general consulting trends, investment selection and manager due diligence.

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PEI Ranks #28 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, 2020).

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