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 email@example.com or 212-210-0140.
SURVEYS IN PROGRESS
Largest U.S. Retirement Funds
Issue date: Feb. 9, 2015 | Due date: Oct. 24, 2014
Description: Annual survey of the top 1,000 U.S. retirement funds. Data include total defined benefit and defined contribution plan assets and asset allocations, and in-depth profiles of the top 200 funds, with detailed breakouts by contributions, payouts, investment strategies, plan features, key personnel, consultants, money managers and other service providers
Investment Management Consultants
Issue date: Nov. 24, 2014 | Due date: Oct. 17, 2014
Description: 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
Description: Annual survey of 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.
DC Service Providers (Record Keepers)
Issue date: March 9, 2015 | Due date: Jan. 30, 2015
RECENTLY COMPLETED SURVEYS
DC Mutual Funds/Target-Date Strategies
Issue date: Sept. 29, 2014 | Due date: Aug. 22, 2014
Issue date: Sept. 15, 2014 | Due date: Aug. 8, 2014
Issue date: July 7, 2014 | Due date: May 30, 2014
Issue date: May 26, 2014 | Due date: March.14, 2014
Data from the surveys listed above may be used for additional special reports, including Subadvisers, DC Money Managers, P&I/Towers Watson Mega Funds and P&I/Towers Watson Mega Managers.
P&I also conducts the following surveys not listed above:
Hedge Funds & Hedge Funds of Funds; contact: Christine Williamson, firstname.lastname@example.org or 312-649-5217.
Managing Insurance Assets; contact: Trilbe Wynne, email@example.com or 312-649-5407.
U.K. Pension Funds & Money Managers; contact: Timothy Pollard, firstname.lastname@example.org or 312-649-5493.
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.