PEI is proud to be recognized in Barron’s ranking of the “Top 50 Institutional Consulting Teams.” Barron’s launched the ranking in 2019, and this was PEI’s first appearance, coming in at #2.
The list is comprised of those consulting firms that “specialize in investing for large organizations—pension plans, university endowments, charitable foundations, and the like,” according to Barron’s. The evaluation is based on a range of criteria, including assets under advisement, total analysts on the team, number of team members with industry designations, number of institutional consulting client relationships and average client tenure, among other items.
About Portfolio Evaluations, Inc.
Portfolio Evaluations, Inc. is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction, and education to the fiduciaries of institutional investment programs. Clients include both private and public entities including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions, and board designated groups. For additional information visit www.porteval.com.