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

DC Service Providers

Dist. date: Jan. 29, 2017 | Due date: Feb. 24, 2017 | Issue date: April 3, 2017

Annual survey of firms providing record-keeping services to U.S. defined contribution plans. Data are tracked by plan size and type, and broken out by the number of sponsors and participants and assets record kept in each category. Additional data cover investment vehicles, annuities, outsourcing, client flows, staffing, mobile apps, cybersecurity, assets under management and contact details.

Money Managers

Dist. date: Feb. 5, 2017 | Due date: March.17, 2017 | Issue date: May 29, 2017

Annual survey of firms running assets for U.S.-based, tax-exempt institutions, such as retirement funds, endowments and foundations, with breakouts by asset class, style, overlay and a section focusing on defined contribution. Additional data cover worldwide assets under management including client type and location, investment vehicles, strategies, manager-of-managers and subadvisers and contact details.

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UPCOMING SURVEYS

Investment Outsourcing

Dist. date: April 23, 2017 | Due date: May.19, 2017 | Issue date: June 26, 2017*

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RECENTLY COMPLETED SURVEYS

Largest U.S. Retirement Funds

Issue date: Feb. 6, 2017

Investment Management Consultants

Issue date: Nov. 28, 2016

DC Mutual Funds/Target-Date Strategies

Issue date: Oct. 17, 2016*

Real Estate Investment Managers

Issue date: Oct. 3, 2016

Index Managers

Issue date: Sept. 19, 2016*

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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 and P&I/WTW Mega Managers.

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.

* Digital only.