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News and Events

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

Webinar Series: The Money Market Reform – Changes Implications, and Options for Plan Sponsors

The SEC recently announced changes to the rules governing money market funds in order to address the risks of investor runs (i.e., mass liquidations), while preserving fund benefits. Money market investors need to understand the implications of the new rule amendments with respect to their assets. PEI and Fitch Ratings recently hosted a complementary webinar […]

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CIEBA Webinar: Emerging Litigation in the DC Space

Warren, New Jersey March 4, 2016—Portfolio Evaluations, Inc. to present at the Committee on Investment of Employee Benefit Assets’s (CIEBA’s) first Lunch-and-Learn Webinar of 2016, on Wednesday, March 16, from 12:00 to 1:00 PM EDT to discuss the emerging litigation in defined contribution plans. To learn more or register for the event, click here. Presenters: […]

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Michael Sasso Appointed to PSCA’s Board of Directors

Warren, New Jersey, November 6, 2015 – Portfolio Evaluations, Inc. (PEI), one of the country’s leading institutional investment consulting firms, is pleased to announce Michael Sasso, Partner and Co-Founder of PEI, has been appointed to the Plan Sponsor Council of America’s (PSCA) Board of Directors. Michael has over 30 years of industry experience. He provides […]

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