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.

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SURVEYS IN PROGRESS

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

Annual survey of the firms providing investment management consulting to retirement funds, endowments, foundations and other clients. Data include assets under advisement, management and investment outsourcing, revenue mix, advice, searches and other services offered, proprietary and third-party databases, breakouts by client type and region, number of consultants on staff and areas of expertise.

Largest U.S. Retirement Funds

Issue date: Feb. 6, 2017 | Due date: Oct. 28, 2016

Annual survey of the top 1,000 U.S. retirement funds with breakouts by total defined benefit and defined contribution plan assets; in-depth data on the top 200 funds including contributions, payouts, asset allocations, investment strategies, plan features, key personnel, consultants, money managers and other service providers; and summary data on the smaller funds.

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UPCOMING SURVEYS

DC Service Providers (Record Keepers)

Issue date: TBD 2017 | Due date: TBD 2017

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RECENTLY COMPLETED SURVEYS

Real Estate Investment Managers

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

Index Managers

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

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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, 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.

*Digital.