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 email@example.com or 212-210-0140.
SURVEYS IN PROGRESS
Issue date: June 13, 2016 | Due date: May 6, 2016
Description: Annual survey of firms that provide outsourced-CIO services to institutional investors. Categories include outsourced assets under investment management, asset allocation, level of discretion, total/partial portfolio segmentation, investment vehicle breakout, client type and number of employees.
Issue date: May 30, 2016 | Due date: March.18, 2016
Description: 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 and a section focusing on defined contribution. Additional data cover worldwide assets under management, including client type and location, investment vehicles and strategies managed and contact details.
Issue date: Sept. 19, 2016 | Due date: Aug. 12, 2016
RECENTLY COMPLETED SURVEYS
DC Service Providers (Record Keepers)
Issue date: April 4, 2016 | Due date: Feb. 26, 2016
Largest U.S. Retirement Funds
Issue date: Feb. 8, 2016 | Due date: Oct. 30, 2015
Investment Management Consultants
Issue date: Nov. 30, 2015 | Due date: Oct. 23, 2015
Real Estate Investment Managers
Issue date: Oct. 19, 2015 | Due date: Sept. 11, 2015
DC Mutual Funds/Target-Date Strategies
Issue date: Oct. 5, 2015 | Due date: Aug. 28, 2015
Data from the surveys listed above may be used for additional special reports, including DC Money Managers, P&I/Willis Towers Watson Mega Funds, P&I/Willis Towers Watson Mega Managers and Subadvisers.
P&I also conducts the following survey not listed above:
Hedge Funds & Hedge Funds of Funds; contact: Christine Williamson, firstname.lastname@example.org 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.