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.

___________________________________________________________________________________________

SURVEYS IN PROGRESS

Largest U.S. Retirement Funds

Issue date: Feb. 6, 2017 | Due date: Oct. 28, 2016

Annual survey of the top 1,000 U.S. retirement funds with breakouts by total defined benefit and defined contribution plan assets; in-depth data on the top 200 funds including contributions, payouts, asset allocations, investment strategies, plan features, key personnel, consultants, money managers and other service providers; and summary data on the smaller funds.

___________________________________________________________________________________________

UPCOMING SURVEYS

DC Service Providers (Record Keepers)

Issue date: April 3, 2017 | Due date: Feb. 24, 2017

___________________________________________________________________________________________

RECENTLY COMPLETED SURVEYS

Investment Management Consultants

Issue date: Nov. 28, 2016 | Due date: Oct. 21, 2016

DC Mutual Funds/Target-Date Strategies

Issue date: Oct. 17, 2016* | Due date: Sept. 9, 2016

Real Estate Investment Managers

Issue date: Oct. 3, 2016 | Due date: Aug. 26, 2016

Index Managers

Issue date: Sept. 19, 2016* | Due date: Aug. 12, 2016

Investment Outsourcing

Issue date: June 13, 2016 | Due date: May 6, 2016

Money Managers

Issue date: May 30, 2016 | Due date: March.18, 2016

___________________________________________________________________________________________

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

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

Hedge Funds & Hedge Funds of Funds; contact: Christine Williamson, cwilliamson@pionline.com 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.

*Digital.