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

Investment Outsourcing

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

Description: Annual survey of firms that provide outsourced-CIO services to institutional investors. Categories include outsourced assets under investment management, asset allocation, level of discretion, total/partial portfolio segmentation, investment vehicle breakout, client type and number of employees.

Money Managers

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

Description: Annual survey of firms running assets for U.S.-based, tax-exempt institutions, such as retirement funds, endowments and foundations, with breakouts by asset class, style and a section focusing on defined contribution. Additional data cover worldwide assets under management, including client type and location, investment vehicles and strategies managed and contact details.

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UPCOMING SURVEYS

Index Managers

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

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RECENTLY COMPLETED SURVEYS

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

Investment Management Consultants

Issue date: Nov. 30, 2015 | Due date: Oct. 23, 2015

Real Estate Investment Managers

Issue date: Oct. 19, 2015 | Due date: Sept. 11, 2015

DC Mutual Funds/Target-Date Strategies

Issue date: Oct. 5, 2015 | Due date: Aug. 28, 2015

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