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

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.

Index Managers

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

Annual survey of the firms running passive or enhanced indexed strategies, including exchange-traded funds/notes, for U.S. institutional, tax-exempt investors; the indexed strategies also are segmented by worldwide, total U.S.-client and mutual fund assets.

Upcoming Surveys

Real Estate Investment Managers

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

Recently Completed Surveys

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

P&I 1,000: Largest Retirement Funds

Issue date: Feb. 3, 2014Due date: Oct. 25, 2013

Investment Management Consultants

Issue date: Nov. 25, 2013Due date: Oct. 18, 2013

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.