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 or 212-210-0140.


Investment Outsourcing

Dist. date: April 23, 2018 | Due date: May 18, 2018 | Issue date: June 25, 2018

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 client type.

Money Managers

Dist. date: Feb. 5, 2018 | Due date: March 16, 2018 | Issue date: May 28, 2018

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.


Real Estate Investment Managers

Dist. date: July 30, 2018 | Due date: Aug. 24, 2018 | Issue date: Oct. 1, 2018


DC Service Providers

Issue date: April 2, 2018

Largest U.S. Retirement Funds

Issue date: Feb. 5, 2018

Investment Management Consultants

Issue date: Nov. 27, 2017

DC Mutual Funds/Target-Date Strategies

Issue date: Oct. 30, 2017

Index Managers

Issue date: Oct. 2, 2017

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, 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.