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

Investment Management Consultants

Issue date: Nov. 24, 2014 Due date: Oct. 17, 2014

Annual survey of the firms providing investment management consulting to retirement funds, endowments, foundations and other clients. Data include assets under advisement, investment outsourcing, services, advice and searches offered, and types of clients.

Real Estate Investment Managers

Issue date: Oct. 27, 2014 Due date: Sept. 19, 2014

Annual survey of the firms managing real estate assets, including REIT securities, for U.S. institutional, tax-exempt investors; the data also are segmented by worldwide assets, asset class, investment vehicle, property type, portfolio strategy, and regional breakouts.

Mutual Funds/Target-Date Strategies Used by DC Plans

Issue date: Sept. 29, 2014Due date: Aug. 22, 2014

Annual survey of firms managing proprietary mutual funds or target-date strategies for U.S. defined contribution plans; the mutual funds are broken out by total DC assets, and fund name, ticker and DC assets within broad styles, and the target-date strategies are broken out by total DC assets, custom strategies, target year and asset allocation, and additional style details.

Upcoming Surveys

P&I 1,000: Largest U.S. Retirement Funds

Issue date: Feb. 9, 2015Due date: Oct. 25, 2014

Recently Completed Surveys

Index Managers

Issue date: Sept. 15, 2014Due date: Aug. 8, 2014

Investment Outsourcing

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

Money Managers

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

DC Service Providers (Record Keepers)

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

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.