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 or 212-210-0140.



Index Managers

Issue date: Sept. 19, 2016* | Due date: Aug. 12, 2016

Annual survey of the firms internally running passive or enhanced indexed strategies, including exchange-traded funds/notes, for U.S. institutional, tax-exempt investors; additional categories include indexing by total assets under management and internally managed worldwide, U.S.-client and mutual fund assets, investor types, asset classes and non-market-cap-weighted assets.

Real Estate Investment Managers

Issue date: Oct. 3, 2016 | Due date: Aug. 26, 2016

Annual survey of the firms managing private real estate assets or REIT securities, for U.S. institutional, tax-exempt investors; the data also are segmented by worldwide assets, asset class, investment vehicle, property type, portfolio strategy, regional investments, defined contribution, operating REITs, co-investments and use of third-party appraisers.

DC Mutual Funds/Target-Date Strategies

Issue date: Oct. 17, 2016* | Due date: Sept. 9, 2016

Annual survey of firms managing proprietary mutual funds or target-date strategies for U.S. defined contribution plans. Mutual fund data include total DC assets invested and fund names, tickers and DC assets by strategy type; target-date data include DC assets invested in total and for custom strategies, assets managed internally, breakouts by target year and asset allocation and additional style details.




Investment Management Consultants

Issue date: Nov. 28, 2016 | Due date: Oct. 21, 2016



Investment Outsourcing

Issue date: June 13, 2016 | Due date: May 6, 2016

Money Managers

Issue date: May 30, 2016 | Due date: March.18, 2016

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


Data from the surveys listed above may be used for additional special reports, including DC Money Managers, P&I/WTW Mega Funds, P&I/WTW Mega Managers and Subadvisers.

P&I also conducts the following survey not listed above:

Hedge Funds & Hedge Funds of Funds; contact: Christine Williamson, 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.