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.


Real Estate Investment Managers

Dist. date: Aug. 14, 2017 | Due date: Sept. 8, 2017 | Issue date: Oct. 16, 2017

Annual survey of the firms managing private real estate assets or 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, regional investments, defined contribution, operating REITs, co-investments, client type, largest funds and use of third-party appraisers.

Index Managers

Dist. date: July 31, 2017 | Due date: Aug. 25, 2017 | Issue date: Oct. 2, 2017

Annual survey of the firms internally running passive or enhanced indexed strategies, including ETFs/ETNs and non-market-cap-weighted, for U.S. institutional, tax-exempt investors; additional categories include indexing strategies by total assets under management and internally managed worldwide, U.S.-client and mutual fund assets, investor types and asset classes.


DC Mutual Funds/Target-Date Strategies

Dist. date: Aug. 28, 2017 | Due date: Sept. 22, 2017 | Issue date: Oct. 30, 2017


Investment Outsourcing

Issue date: June 26, 2017

Money Managers

Issue date: May 29, 2017

DC Service Providers

Issue date: April 3, 2017

Largest U.S. Retirement Funds

Issue date: Feb. 6, 2017

Investment Management Consultants

Issue date: Nov. 28, 2016

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.