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News and Events

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

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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Key Considerations For Successful Remote Plan Governance

On October 27, Attila Toth, Partner, will be a panelist on a webinar hosted by the American Bar Associate (ABA) Joint Committee on Employee Benefits, covering, "Key Considerations for Successful Remote Plan Governance."

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