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

Money Managers

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

Description: Annual survey of firms running assets for U.S.-based, tax-exempt institutions, such as pension funds, defined contribution plans, endowments and foundations, with breakouts by asset class, style and a separate section on DC plans only. Additional data focus on the firms' worldwide assets under management, including clients served and strategies managed.

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UPCOMING SURVEYS

Investment Outsourcing

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

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RECENTLY COMPLETED SURVEYS

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

Investment Management Consultants

Issue date: Nov. 24, 2014 | Due date: Oct. 17, 2014

Real Estate Investment Managers

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

DC Mutual Funds/Target-Date Strategies

Issue date: Sept. 29, 2014 | Due date: Aug. 22, 2014

Index Managers

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

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Data from the surveys listed above may be used for additional special reports, including Subadvisers, 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.