Survey Calendar

Surveys listed below pertain to certain special reports on P&I's Editorial 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 or 212-210-0140.

DC Service Providers
Dist. 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 Managers
Dist. 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.


Investment Outsourcing
Dist. date: April 23, 2018 | Due date: May 18, 2018 | Issue date: June 25, 2018


Largest U.S. Retirement Funds

Issue date: Feb. 5, 2018

Investment Management Consultants

Issue date: Nov. 27, 2017

DC Mutual Funds/Target-Date Strategies

Issue date: Oct. 30, 2017

Real Estate Investment Managers
Issue date: Oct. 16, 2017

Index Managers
Issue date: Oct. 2, 2017

Data from the surveys listed above may be used for additional special reports, including DC Money Managers, P&I/WTW Mega Funds and P&I/WTW Mega Managers.

P&I also conducts the following survey not listed above:
Hedge Funds & Hedge Funds of Funds; contact: Christine Williamson, or 312-649-5217.

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.