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 firstname.lastname@example.org or 212-210-0140.
SURVEYS IN PROGRESS
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
Annual survey of the firms providing investment management consulting to retirement funds, endowments, foundations and other clients. Data include assets under advisement, management and investment outsourcing, revenue mix, advice, searches and other services offered, proprietary and third-party databases, breakouts by client type and region, number of consultants on staff and areas of expertise.
Largest U.S. Retirement Funds
Issue date: Feb. 6, 2017 | Due date: Oct. 28, 2016
Annual survey of the top 1,000 U.S. retirement funds with breakouts by total defined benefit and defined contribution plan assets; in-depth data on the top 200 funds including contributions, payouts, asset allocations, investment strategies, plan features, key personnel, consultants, money managers and other service providers; and summary data on the smaller funds.
DC Service Providers (Record Keepers)
Issue date: TBD 2017 | Due date: TBD 2017
RECENTLY COMPLETED SURVEYS
Real Estate Investment Managers
Issue date: Oct. 3, 2016 | Due date: Aug. 26, 2016
Issue date: Sept. 19, 2016* | Due date: Aug. 12, 2016
Issue date: June 13, 2016 | Due date: May 6, 2016
Issue date: May 30, 2016 | Due date: March.18, 2016
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, email@example.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.