All asset management firms are allowed to provide information for the survey; the only qualification for inclusion in the database is that the firm must manage assets for U.S. institutional tax-exempt institutions such as qualified pension plans, endowments or foundations. (A ranking of the largest managers in the world, based on total worldwide assets, will be published Oct. 1.)
All qualified firms may be included on the charts and tables that are published in the issue, but only the largest 500 firms ranked by worldwide institutional assets are profiled in the issue. Profiles of all qualified managers, as well as more charts and tables, are available on our website at www.pionline.com/managers.
P&I contacted more than 1,100 banks, trust companies, insurance companies and independent investment management firms in North America and abroad. The data contained in the stories, profiles, charts and tables in this directory issue and on the website were developed by P&I staff from the firms answers to the detailed, online questionnaire.
All information, except where noted, is as of Dec. 31.
As in previous years, managers were asked to provide the investment mix of the U.S. institutional tax-exempt assets under internal management; the amount invested for defined contribution plans, defined benefit plans and endowments and foundations; areas of investment capabilities; dollar amounts invested in various asset classes and investment strategies; and the names of the chief investment officer and client contact.
Each year, the editors typically add or modify questions to capture emerging industry trends, which might change how existing assets classes are counted in the results.
All qualified managers are included in this issue, but there will also be separate, detailed directories on: international and global managers, to be published June 25; defined contribution managers, to be published July 9; and real estate investment managers, to be published Oct. 15.
All data in this special report are &Copy;2007 Crain Communications Inc. Reproduction without permission is prohibited.