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  2. LARGEST MONEY MANAGERS
May 28, 2018 01:00 AM

The process behind P&I's money manager survey

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    This issue marks the 45th year Pensions & Investments has profiled the largest managers of U.S. institutional tax-exempt assets.

    More than 560 investment management firms responded to an online questionnaire for this annual special report.

    All money management firms are allowed to respond to the survey; to qualify for inclusion in the database, however, the firm must manage assets for U.S. institutional tax-exempt clients such as qualified retirement plans, endowments or foundations, and answer the minimum required questions.

    This report contains detailed information on the worldwide assets of the qualified respondents, including asset mix, sovereign wealth fund or central bank client assets and a regional breakout of clients.

    Within the U.S. institutional tax-exempt universe, P&I further breaks down the data into asset classes and, then, into investment style.

    All qualified firms are considered for the charts and tables that are published, but only the largest 50 firms — ranked by worldwide institutional assets — are profiled in print.

    Full profiles of all ranked money managers and complete listings by asset class and investment strategy can be found at P&I's Research Center at pionline.com/researchcenter. The online rankings are interactive and are searchable by asset class, investment strategy, region and clients.

    Research Center access is free to plan executives. Money managers, consultants and other service providers have access by subscription.

    P&I targeted more than 900 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 issue and in the Research Center were developed by P&I staff from the firms' answers to the detailed, online questionnaire and through follow-up emails and phone calls.

    All information, except where noted, is as of Dec. 31.

    Special reports derived from this information will be published throughout the year. An online special report focusing on investment outsourcing will be published June 25, and managers of defined contribution assets will be highlighted July 23. An in-depth report on real estate managers will appear in the Oct. 1 issue. This information also will be used in a ranking of the largest managers in the world, done in conjunction with Willis Towers Watson PLC, to be published Oct. 29.

    All data in this special report are &Copy;2018 Crain Communications Inc. Reproduction without permission is prohibited.​

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    October 23, 2023 page one

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    • Topics
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      • Face to Face
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      • Partner Content
      • Pension Funds
      • Private Equity
      • Real Estate
      • Regulation
      • SECURE 2.0
      • Special Reports
      • Washington
      • White Papers
    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • WPS Innovation Awards
      • Influential Women in Institutional Investing 2023
      • Eddy Awards
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • ESG Sustainability - Gaining Momentum
      • ESG Investing | Industry Brief
      • Innovation in ESG Investing
      • 2023 ESG Investing Conference
      • ESG Rated ETFs
      • Divestment Database
    • Defined Contribution
      • Latest DC News
      • The Plan Sponsor's Guide to Retirement Income
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
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      • 2023 Defined Contribution East Conference
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Research Center
      • The P&I Research Center
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      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
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