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 email@example.com or 212-210-0140.
SURVEYS IN PROGRESS
Issue date: Sept. 19, 2016* | Due date: Aug. 12, 2016
Annual survey of the firms internally running passive or enhanced indexed strategies, including exchange-traded funds/notes, for U.S. institutional, tax-exempt investors; additional categories include indexing by total assets under management and internally managed worldwide, U.S.-client and mutual fund assets, investor types, asset classes and non-market-cap-weighted assets.
Real Estate Investment Managers
Issue date: Oct. 3, 2016 | Due date: Aug. 26, 2016
Annual survey of the firms managing private real estate assets or 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, regional investments, defined contribution, operating REITs, co-investments and use of third-party appraisers.
DC Mutual Funds/Target-Date Strategies
Issue date: Oct. 17, 2016* | Due date: Sept. 9, 2016
Annual survey of firms managing proprietary mutual funds or target-date strategies for U.S. defined contribution plans. Mutual fund data include total DC assets invested and fund names, tickers and DC assets by strategy type; target-date data include DC assets invested in total and for custom strategies, assets managed internally, breakouts by target year and asset allocation and additional style details.
Investment Management Consultants
Issue date: Nov. 28, 2016 | Due date: Oct. 21, 2016
RECENTLY COMPLETED SURVEYS
Issue date: June 13, 2016 | Due date: May 6, 2016
Issue date: May 30, 2016 | Due date: March.18, 2016
DC Service Providers (Record Keepers)
Issue date: April 4, 2016 | Due date: Feb. 26, 2016
Largest U.S. Retirement Funds
Issue date: Feb. 8, 2016 | Due date: Oct. 30, 2015
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, firstname.lastname@example.org 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.