About
The P&I Research Center is an interactive online platform of key institutional investment data compiled and verified by the Pensions & Investments editorial team.
This analytical tool gives users access to profiles and data on pension funds, money managers and investment consultants including five years of historical data that can be sorted and viewed by type of plan, asset class, assets under management and various demographic criteria in a user-friendly format.
| Number of organizations in each directory | Number of contacts | |
|---|---|---|
| Pension funds | 1,000 | 1,450+ |
| Money managers | 700+ | 1,500+ |
| Consultants | 100+ | 500+ |
| Real estate managers | 100+ | 200+ |
| Record keepers: | 50+ | 200+ |
Where the data comes from
For more than 35 years, the Pensions & Investments editorial team has been surveying institutional investors about their assets and organizations. Most of the information in the Research Center comes directly from the respective organizations in response to P&I questionnaires. To ensure we have the correct universe of the top 1,000 retirement plans, we supplement the P&I questionnaire with information contained in public filings and other sources. To ensure data quality, all questionnaires are verified by the P&I editorial team.
When the data is updated
The information in the P&I Research Center is updated annually. Information sets are updated at different times in the year.
| Below is a schedule of when the 2012 updates go live. | |
|---|---|
| Plan sponsors | February 4 (data as of Sept. 30 2012) |
| DC record keeper | March 4 (data as of Sept. 30, 2012) |
| Money managers | May 27 (data as of Dec. 31, 2012) |
| Real estate money managers | October 28 (data as of June 30, 2013) |
| Investment consultants | November 25 (data as of June 30, 2013) |
Access rules and pricing
There is a separate charge to access the Research Center. Pricing varies by type and size of an organization. Contact Paul Margolis at 212-210-0244 for further details.
P&I Research Center Overview (PDF)
P&I Research Center Video Overview
Getting your organization listed on the system
If you are a money manager, consultant or defined contribution record keeper for U.S. tax-exempt institutions and would like to participate in future P&I surveys, please contact Anthony Scuderi at 212-210-0140 for details.
P&I Research Center contacts
Aaron M. Cunningham
Director of Research and Analytics
212-210-0750
acunningham@pionline.com
Paul D. Margolis
Director of Site License Development
212-210-0244
pmargolis@pionline.com