Surveys
Surveys listed below pertain to certain special reports on P&I's editorial calendar for which P&I will collect 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.
Surveys in Progress
Defined Contribution Service Providers
Issue Date: April 2, 2012
Due Date: February 24, 2012
P&I’s look at the firms providing record keeping services to U.S. DC plans, including breakouts by assets, number of sponsors and participants, client type, and staffing.
Money Managers
Issue Date: May 28, 2012
Due Date: March 16, 2012
In-depth review of the investment firms running assets for U.S. retirement funds, endowments and foundations, including breakouts by asset class, strategy and client type at both the worldwide and U.S. institutional, tax-exempt levels.
Upcoming Surveys
Index Managers
Issue Date: September 17, 2012
Due Date: August 10, 2012
Mutual Funds Most Used by DC Plans
Issue Date: October 1, 2012
Due Date: August 24, 2012
Real Estate Investment Managers
Issue Date: October 15, 2012
Due Date: September 7, 2012
Recently Completed Surveys
Investment Consultants
Issue Date: November 28, 2011
Due Date: October 21, 2011
Retirement Funds
Issue Date: February 6, 2012
Due Date: October 28, 2011
Please send questions or requests for surveys to Anthony Scuderi at ascuderi@pionline.com or 212-210-0140.
Data from the surveys listed above may be used for additional special reports, including Money Managers-Worldwide Data, DC Money Managers, P&I/Towers Watson Mega Funds, P&I/Towers Watson Mega Managers and the Databook.
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.