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
Issue date: May 26, 2014Due date: March 14, 2014
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,
Issue date: July 7, 2014Due date: May 30, 2014
Recently Completed Surveys
DC Service Providers (Record Keepers)
Issue date: March 3, 2014Due date: Jan. 24, 2014
P&I 1,000: Largest Retirement Funds
Issue date: Feb. 3, 2014Due date: Oct. 25, 2013
Investment Management Consultants
Issue date: Nov. 25, 2013Due date: Oct. 18, 2013
Real Estate Investment Managers
Issue date: Oct. 28, 2013Due date: Sept. 20, 2013
Mutual Funds/Target-Date Strategies Used by DC Plans
Issue date: Sept. 30, 2013Due date: Aug. 23, 2013
Index & ETF Managers
Issue date: Sept. 16, 2013Due date: Aug. 9, 2013
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 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.