Surveys listed below pertain to certain special reports on P&I'sEditorial Calendar for which P&I collects the data using proprietary questionnaires. Results will appear on the issue dates specified and P&I may reuse the data for subsequent reports and other purposes. Data from these surveys are available online in the P&I Research Center or for purchase in the Data Store. Please send questions or requests for surveys to Anthony Scuderi at email@example.com or 212-210-0140.
SURVEYS IN PROGRESSDC Service ProvidersDist. date: Jan. 29, 2018 | Due date: Feb. 23, 2018 | Issue date: April 2, 2018
Annual survey of firms providing record-keeping services to U.S. defined contribution plans. Data are tracked by plan size and type, and broken out by the number of sponsors and participants and assets record kept in each category. Additional data cover investment vehicles, annuities, outsourcing, client flows, staffing, mobile apps, cybersecurity, assets under management and contact details.
Money ManagersDist. date: Feb. 5, 2018 | Due date: March 16, 2018 | Issue date: May 28, 2018
Annual survey of firms running assets for U.S.-based, tax-exempt institutions, such as retirement funds, endowments and foundations, with breakouts by asset class, style, overlay and a section focusing on defined contribution. Additional data cover worldwide assets under management including client type and location, investment vehicles, strategies, manager-of-managers and subadvisers and contact details.
P&I believes the information listed above to be accurate at the time the schedule was prepared, but all reports and dates are subject to change. P&I also may conduct other surveys throughout the year not specified herein.