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

Money Managers

Issue date: May 18, 2015 | Due date: March.6, 2015

Description: Annual survey of firms running assets for U.S.-based, tax-exempt institutions, such as pension funds, defined contribution plans, endowments and foundations, with breakouts by asset class, style and a separate section on DC plans only. Additional data focus on the firms' worldwide assets under management, including clients served and strategies managed.

DC Service Providers (Record Keepers)

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

Description: 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, assets under management and contact details.

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

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UPCOMING SURVEYS

Investment Outsourcing

Issue date: July 27, 2015 | Due date: June 19, 2015

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RECENTLY COMPLETED SURVEYS

Investment Management Consultants

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

Real Estate Investment Managers

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

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

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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.

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.