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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 ascuderi@pionline.com or 212-210-0140.

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SURVEYS IN PROGRESS

Index Managers

Issue date: Sept. 19, 2016* | Due date: Aug. 12, 2016

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

*Digital.

Real Estate Investment Managers

Issue date: Oct. 3, 2016 | Due date: Aug. 26, 2016

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 and use of third-party appraisers.

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UPCOMING SURVEYS

DC Mutual Funds/Target-Date Strategies

Issue date: Oct. 17, 2016 | Due date: Sept. 9, 2016

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RECENTLY COMPLETED SURVEYS

Investment Outsourcing

Issue date: June 13, 2016 | Due date: May 6, 2016

Money Managers

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

DC Service Providers (Record Keepers)

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

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

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Data from the surveys listed above may be used for additional special reports, including DC Money Managers, P&I/WTW Mega Funds, P&I/WTW Mega Managers and Subadvisers.

P&I also conducts the following survey not listed above:

Hedge Funds & Hedge Funds of Funds; contact: Christine Williamson, cwilliamson@pionline.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.