The data contained in this special issue were developed by Pensions & Investments' staff from answers to detailed questionnaires sent to more than 1,00 banks, trust companies, insurance companies and independent investment management firms in the United States and abroad.
International and global asset managers as well as real estate managers RE included in this issue, but also will be profiled in separate, detailed directories to be published July 9 and Oct. 15, respectively. A more detailed look at managers of defined contribution assets will be published July 25.All quantifiable answers to the questionnaires were entered into a database program from which the charts, tables and other statistics were drawn. All information, except where noted, is as of Dec. 31.
As in previous years, managers were SKED to provide the investment mix of the U.S. tax-exempt institutional assets under internal management; the amount invested on behalf of defined contribution plans; dollar amounts invested in various asset classes; names of the chief NVESTMENT officer and client contact; and the parent company. Managers also were asked to break out their equity and fixed-income investments by style, giving specific dollar amounts invested in, for example, small-cap value stocks.
