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 Management Consultants

Issue date: Nov. 30, 2015 | Due date: Oct. 23, 2015

Description: Annual survey of the firms providing investment management consulting to retirement funds, endowments, foundations and other clients. Data include assets under advisement, management and investment outsourcing, revenue mix, advice, searches and other services offered, proprietary and third-party databases, breakouts by client types, number of consultants and areas of expertise.

Largest U.S. Retirement Funds

Issue date: Feb. 8, 2016 | Due date: Oct. 30, 2015

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.



DC Service Providers (Record Keepers)

Issue date: April 4, 2016 | Due date: Feb. 26, 2016

Money Managers

Issue date: May 30, 2016 | Due date: March.18, 2016



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

Index Managers

Issue date: Sept. 21, 2015 | Due date: Aug. 14, 2015

Investment Outsourcing

Issue date: July 27, 2015 | Due date: June 19, 2015


Data from the surveys listed above may be used for additional special reports, including 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, or 312-649-5217.

Managing Insurance Assets; contact: Trilbe Wynne, or 312-649-5407.

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.