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.
Surveys in Progress
Investment Management Consultants
Issue date: Nov. 24, 2014 Due date: Oct. 17, 2014
Annual survey of the firms providing investment management consulting to retirement funds, endowments, foundations and other clients. Data include assets under advisement, investment outsourcing, services, advice and searches offered, and types of clients.
Real Estate Investment Managers
Issue date: Oct. 27, 2014 Due date: Sept. 19, 2014
Annual survey of the firms managing real estate assets, including 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, and regional breakouts.
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.
P&I 1,000: Largest U.S. Retirement Funds
Issue date: Feb. 9, 2015Due date: Oct. 25, 2014
Recently Completed Surveys
Issue date: Sept. 15, 2014Due date: Aug. 8, 2014
Issue date: July 7, 2014Due date: May 30, 2014
Issue date: May 26, 2014Due date: March.14, 2014
DC Service Providers (Record Keepers)
Issue date: March 3, 2014Due date: Jan. 24, 2014
Please send questions or requests for surveys to Anthony Scuderi at firstname.lastname@example.org 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.