Surveys
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.
Data from these surveys are available online in the P&I Research Center or for purchase in the Data Store.
Surveys in Progress
Investment Outsourcing
Issue Date: July 8, 2013
Due Date: May 31, 2013
P&I's survey focuses on the firms providing outsourced-CIO services to institutional investors, including plan administration and investment management, for all or part of the portfolio. Data are segmented by worldwide and U.S.-client outsourcing assets, and further broken down by AUM, levels of discretion and service, types of investment vehicles, and number of clients.
Money Managers
Issue Date: May 27, 2013
Due Date: March 15, 2013
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.
Upcoming Surveys
Index & ETF Managers
Issue Date: September 16, 2013
Due Date: August 9, 2013
Mutual Funds/Target-Date Strategies Used by DC Plans
Issue Date: September 30, 2013
Due Date: August 23, 2013
Real Estate Investment Managers
Issue Date: October 28, 2013
Due Date: September 20, 2013
Investment Management Consultants
Issue Date: November 25, 2013
Due Date: October 18, 2013
Recently Completed Surveys
Money Managers
Issue Date: May 27, 2013
Due Date: March 15, 2013
DC Service Providers
Issue Date: March 4, 2013
Due Date: January 25, 2013
U.S. Retirement Funds (P&I 1,000)
Issue Date: February 4, 2013
Due Date: October 26, 2012
Please send questions or requests for surveys to Anthony Scuderi at ascuderi@pionline.com or 212-210-0140.
Data from the surveys listed above may be used for additional special reports, including Money Managers-Worldwide Data, DC Money Managers, P&I/Towers Watson Mega Funds, P&I/Towers Watson Mega Managers and the Databook.
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.
