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 ascuderi@pionline.com or 212-210-0140.

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SURVEYS IN PROGRESS

Largest U.S. Retirement Funds

Issue date: Feb. 9, 2015 | Due date: Oct. 24, 2014

Description: Annual survey of the top 1,000 U.S. retirement funds. Data include total defined benefit and defined contribution plan assets and asset allocations, and in-depth profiles of the top 200 funds, with detailed breakouts by contributions, payouts, investment strategies, plan features, key personnel, consultants, money managers and other service providers

Investment Management Consultants

Issue date: Nov. 24, 2014 | Due date: Oct. 17, 2014

Description: Annual survey of the firms providing investment management consulting to retirement funds, endowments, foundations and other clients. Data include assets under advisement, investment outsourcing, services, advice and searches offered and types of clients.

Real Estate Investment Managers

Issue date: Oct. 27, 2014 | Due date: Sept. 19, 2014

Description: Annual survey of firms managing real estate assets, including REIT securities, for U.S. institutional, tax-exempt investors; the data also are segmented by worldwide assets, asset class, investment vehicle, property type, portfolio strategy and regional breakouts.

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UPCOMING SURVEYS

DC Service Providers (Record Keepers)

Issue date: March 9, 2015 | Due date: Jan. 30, 2015

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RECENTLY COMPLETED SURVEYS

DC Mutual Funds/Target-Date Strategies

Issue date: Sept. 29, 2014 | Due date: Aug. 22, 2014

Index Managers

Issue date: Sept. 15, 2014 | Due date: Aug. 8, 2014

Investment Outsourcing

Issue date: July 7, 2014 | Due date: May 30, 2014

Money Managers

Issue date: May 26, 2014 | Due date: March.14, 2014

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

P&I also conducts the following surveys not listed above:

Hedge Funds & Hedge Funds of Funds; contact: Christine Williamson, cwilliamson@pionline.com or 312-649-5217.

Managing Insurance Assets; contact: Trilbe Wynne, twynne@pionline.com or 312-649-5407.

U.K. Pension Funds & Money Managers; contact: Timothy Pollard, tpollard@pionline.com or 312-649-5493.

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.