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

Money Managers

Issue date: May 26, 2014Due date: March 14, 2014

Annual survey of firms running assets for U.S.-based, tax-exempt institutions, such as pension funds, defined contribution plans, endowments and foundations, with breakouts by asset class, style and a separate section on DC plans only. Additional data focus on the firms' worldwide assets under management, including clients served and strategies managed,

Upcoming Surveys

Investment Outsourcing

Issue date: July 7, 2014Due date: May 30, 2014

Recently Completed Surveys

DC Service Providers (Record Keepers)

Issue date: March 3, 2014Due date: Jan. 24, 2014

P&I 1,000: Largest Retirement Funds

Issue date: Feb. 3, 2014Due date: Oct. 25, 2013

Investment Management Consultants

Issue date: Nov. 25, 2013Due date: Oct. 18, 2013

Real Estate Investment Managers

Issue date: Oct. 28, 2013Due date: Sept. 20, 2013

Mutual Funds/Target-Date Strategies Used by DC Plans

Issue date: Sept. 30, 2013Due date: Aug. 23, 2013

Index & ETF Managers

Issue date: Sept. 16, 2013Due date: Aug. 9, 2013

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 Subadvisers, DC Money Managers, P&I/Towers Watson Mega Funds, P&I/Towers Watson Mega Managers.

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.