Data Store
The following products are Excel databases of P&I's annual surveys that appear in print and online. For complete online access to P&I's wealth of information, consider the benefits of a P&I Research Center subscription.
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.
Corporate 100: Top Defined Benefit Plans
Pensions & Investments' Corporate 100 spreadsheet provides the information needed to identify trends of large corporate defined benefit pension plans. Data for the top 100 corporate pension plans includes funding status, asset allocation (actual and target), assumed rates of return, contributions, and other key plan metrics. General contact information is also included for all plans.
Defined Contribution Money Manager Directory
DC plan asset managers, with breakouts by plan type, asset mix, investment vehicle, asset class and asset allocation strategies. The DC Money Manager Directory is a subset of the Money Manager Directory.
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.
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.
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.
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.
The P&I 1,000: Largest Retirement Funds
The 1,000 largest U.S. pension plans by defined benefit and defined contribution assets. Breakdowns include amount invested in equities, fixed income, private equity, real estate equity, hedge funds and numerous other investments. Additional information includes plans which utilize an LDI strategy, assets by type of defined contribution plan and target-date fund assets.
Public 100: Top Defined Benefit Plans
Pensions & Investments' Public 100 spreadsheet provides the information needed to identify trends of large public defined benefit pension plans. Data for the top 100 public pension includes funding status, asset allocation (actual, target, and ranges), investment returns (plan and asset class), assumed rates of return, contributions, and other key plan metrics. General contact information is also included for all plans.
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.
P&I's Excel databases include information on firms managing, record keeping or advising U.S. institutional, tax-exempt assets. For manager directories, fields typically include total assets, institutional assets and U.S. institutional, tax-exempt assets, with additional categories tailored to the focus of each particular directory. For further details on the exact content of each directory, please refer to the latest associated questionnaire and sample Excel file.
To purchase any subset of data provided by our Data Store, please contact Paul Margolis at 212-210-0244 or pmargolis@pionline.com.
For specific questions related to the content of the data send an email to Anthony Scuderi at ascuderi@pionline.com.