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.



SURVEYS IN PROGRESS

Investment Outsourcing

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


Annual survey of firms providing outsourced-CIO services to institutional investors. Categories include total investment outsourcing assets and number of employees; and investment outsourcing assets under management with breakouts by asset allocation, level of discretion, portfolio segmentation, internally managed assets, investment vehicle mix and number of clients.



UPCOMING SURVEYS

Index Managers

Dist. date: July 31, 2017 | Due date: Aug. 25, 2017 | Issue date: Oct. 2, 2017



RECENTLY COMPLETED SURVEYS

Money Managers

Issue date: May 29, 2017


DC Service Providers

Issue date: April 3, 2017


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



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.