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

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

DC Mutual Funds/Target-Date Strategies

Issue date: Oct. 5, 2015 | Due date: Aug. 28, 2015

Description: 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.

Real Estate Investment Managers

Issue date: Oct. 19, 2015 | Due date: Sept. 11, 2015

Description: Annual survey of the firms managing 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

Investment Management Consultants

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

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RECENTLY COMPLETED SURVEYS

Investment Outsourcing

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

Money Managers

Issue date: May 18, 2015 | Due date: March.6, 2015

DC Service Providers (Record Keepers)

Issue date: March 9, 2015 | Due date: Jan. 30, 2015

Largest U.S. Retirement Funds

Issue date: Feb. 9, 2015 | Due date: Oct. 24, 2014

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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, cwilliamson@pionline.com or 312-649-5217.

Managing Insurance Assets; contact: Trilbe Wynne, twynne@pionline.com 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.