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

Dist. date: April 23, 2017 | Due date: May.19, 2017 | Issue date: June 26, 2017*

Annual survey of firms providing outsourced-CIO services to institutional investors. Categories include total investment outsourcing assets and number of employees; and investment outsourcing assets under management with breakouts by asset allocation, level of discretion, portfolio segmentation, internally managed assets, investment vehicle mix and number of clients.

Money Managers

Dist. date: Feb. 5, 2017 | Due date: March.17, 2017 | Issue date: May 29, 2017

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, overlay and a section focusing on defined contribution. Additional data cover worldwide assets under management including client type and location, investment vehicles, strategies, manager-of-managers and subadvisers and contact details.

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UPCOMING SURVEYS

Index Managers

Dist. date: July 31, 2017 | Due date: Aug. 25, 2017 | Issue date: Oct. 2, 2017

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RECENTLY COMPLETED SURVEYS

DC Service Providers

Issue date: April 3, 2017

Largest U.S. Retirement Funds

Issue date: Feb. 6, 2017

Investment Management Consultants

Issue date: Nov. 28, 2016

DC Mutual Funds/Target-Date Strategies

Issue date: Oct. 17, 2016*

Real Estate Investment Managers

Issue date: Oct. 3, 2016

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

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 only.