Data Store
Welcome to the P&I Data Store. Here is where you can purchase full data sets.
Excel Databases
The following P&I surveys, available for purchase in Excel format, include information on firms managing, record keeping or advising U.S. institutional, tax-exempt assets. For the managers, fields typically include total assets, institutional assets and U.S. institutional, tax-exempt assets, with additional categories tailored to the focus of each particular survey. For further details on the exact content of each survey, please request a copy of the related questionnaire or sample spreadsheet, or view the published results on P&I Directories.
| Year | Price | |
|---|---|---|
Money Manager Directory The leading institutional asset managers for U.S.-based retirement plans, endowments and foundations, with breakouts by asset mix, asset class, equity styles and overlay strategies, plus total assets managed in absolute-return strategies, hedge funds and mutual funds. Online Index | Latest Sample | Latest Questionnaire | Order Form |
2005 - 2009 | $595/year |
| 1996 - 2004 | $295/year | |
| 1992 - 1995 | $145/year | |
Defined Contribution Money Manager Directory DC plan asset managers, with breakouts by plan type, asset mix, investment vehicle, asset class and asset allocation strategies. Online Index | Latest Sample | Latest Questionnaire | Order Form |
2007 - 2008 | $295/year |
| 2003 - 2004 | $295/year | |
| 1997 - 2002 | $145/year | |
International & Global Money Manager Directory Firms managing accounts with international or global mandates for worldwide institutional clients and breakdowns by global/international asset classes and overlay strategies at the U.S. institutional, tax-exempt level. Online Index | Latest Sample | Latest Questionnaire | Order Form |
2005 - 2009 | $295/year |
| 1999 - 2004 | $145/year | |
Defined Contribution Record Keeper Directory Providers of DC record-keeping services by number of plan sponsors and participants, and assets under record keeping, and breakouts by client type and staffing. The DC Money Manager Directory is a subset of the Money Manager Directory. Online Index | Latest Sample | Latest Questionnaire | Order Form |
2009 | $295/year |
| 2004 - 2006 | $295/year | |
| 1997 - 2003 | $145/year | |
Real Estate Manager Directory Firms with investment management responsibility for real estate equity and related assets, all net of leverage, and including commitments, with segmentation by property type and region, and separate categories for real estate investment trusts and REIT securities. Online Index | Latest Sample | Latest RE Investment Manager Questionnaire | Order Form |
2005 - 2008 | $295/year |
| 1998 - 2004 | $145/year | |
Consultant Directory Investment management consultants providing advice to retirement plan sponsors and other tax-exempt institutions, with details on specific services, such as manager searches, client types and fee structure. Online Index | Latest Sample | Latest Questionnaire | Order Form |
2008 | $295 |
| 2006 | $195 | |
| 2004 | $195 | |
| 2002 | $195 | |
| 2000 | $95 | |
Mutual Funds Most Used by Defined Contribution Plans Fund managers, and the proprietary mutual funds most heavily invested for DC plans, including fund name, ticker symbol and DC assets. Online Index | Latest Sample | Latest Questionnaire | Order Form |
2005 - 2009 | $145/year |
| 1998 - 2004 | $75/year | |
| 1997 | $40/year | |
The P&I 1,000: Largest Retirement Funds |
not available in spreadsheet format | |
To purchase any subset of data provided by our Data Store, please contact David M. Klein at dmklein@crain.com.
If you would like to purchase multiple directories, you may qualify for a bulk discount. Please contact David M. Klein at dmklein@crain.com.
For specific questions related to the content of the data send an email to Anthony Scuderi at ascuderi@crain.com
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