Request a Proposal

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 More

PEI Launches New Website

We are pleased to announce the launch of our new website. The new design features a more optimized experience, more user-friendly navigation and an improved interface, now allowing for search bar functionality and a robust library of content.

See Event

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.

See Event