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 Service Providers (Record Keepers)
Issue date: April 4, 2016 | Due date: Feb. 26, 2016
Description: Annual survey of firms providing record-keeping services to U.S. defined contribution plans. Data are tracked by plan size and type, and broken out by the number of sponsors and participants and assets record kept in each category. Additional data cover investment vehicles, annuities, outsourcing, client flows, staffing, mobile apps, assets under management and contact details.
Issue date: May 30, 2016 | Due date: March.18, 2016
Description: 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 and a section focusing on defined contribution. Additional data cover worldwide assets under management, including client type and location, investment vehicles and strategies managed and contact details.
Issue date: June 13, 2016 | Due date: May 6, 2016
RECENTLY COMPLETED SURVEYS
Largest U.S. Retirement Funds
Issue date: Feb. 8, 2016 | Due date: Oct. 30, 2015
Investment Management Consultants
Issue date: Nov. 30, 2015 | Due date: Oct. 23, 2015
Real Estate Investment Managers
Issue date: Oct. 19, 2015 | Due date: Sept. 11, 2015
DC Mutual Funds/Target-Date Strategies
Issue date: Oct. 5, 2015 | Due date: Aug. 28, 2015
Issue date: Sept. 21, 2015 | Due date: Aug. 14, 2015
Data from the surveys listed above may be used for additional special reports, including DC Money Managers, P&I/Willis Towers Watson Mega Funds, P&I/Willis Towers Watson 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.