The following products are Excel databases of P&I's annual surveys that appear in print and online. For complete online access to P&I's wealth of information, consider the benefits of a P&I Research Center subscription.
P&I's Excel databases include information on firms managing, record keeping or advising U.S. institutional, tax-exempt assets. For manager directories, fields typically include total assets, institutional assets and U.S. institutional, tax-exempt assets, with additional categories tailored to the focus of each particular directory. For further details on the exact content of each directory, please refer to the latest associated questionnaire and sample Excel file.
For specific questions related to the purchase of the data send an email to Jack Follansbee at [email protected] or call 212-210-0123.
For specific questions related to the content of the data send an email to Anthony Scuderi at [email protected].
Schedule of recent, current, and upcoming surveys.
The 1,000 largest U.S. pension plans by defined benefit and defined contribution assets. Breakdowns include amount invested in equities, fixed income, private equity, real estate equity, hedge funds and numerous other investments. Additional information includes plans which utilize an LDI strategy, assets by type of defined contribution plan and target-date fund assets.
*1995 is not available
Corporate 100: Top Defined Benefit Plans
Pensions & Investments' Corporate 100 spreadsheet provides the information needed to identify trends of large corporate defined benefit pension plans. Data for the top 100 corporate pension plans includes funding status, actual asset allocation, assumed rates of return, contributions, and other key plan metrics.
Public 100: Top Defined Benefit Plans
Pensions & Investments' Public 100 spreadsheet provides the information needed to identify trends of large public defined benefit pension plans. Data for the top 100 public pension plans includes funding status, asset allocation (actual, target, and ranges), investment returns (plan and asset class), assumed rates of return, contributions, and other key plan metrics. General contact information is also included for all plans.
Index Manager Directory
Pensions & Investments profiles and ranks the largest managers of indexed assets. Details include worldwide assets under internal indexed management, U.S.-based client assets under internal indexed management, assets managed through mutual funds, U.S. institutional tax-exempt assets under internal indexed management, assets in enhanced indexing, and assets managed for defined benefit plans and defined contribution plans.
Investment Outsourcing Money Manager Directory
The leading money managers for institutional outsourcing. Details include assets, assets under management, clients, level of investment discretion, and vehicle type.
Money Manager Directory
The leading institutional asset managers for U.S.-based retirement plans, endowments and foundations, with breakouts by asset mix, asset class, equity styles and overlay strategies, plus total assets managed in absolute-return strategies, hedge funds and mutual funds.
Real Estate Manager Directory
Firms with investment management responsibility for real estate equity and related assets, all net of leverage, and including commitments, with segmentation by property type and region, and separate categories for real estate investment trusts and REIT securities.
Defined Contribution Money Manager Directory
DC plan asset managers, with breakouts by plan type, asset mix, investment vehicle, asset class and asset allocation strategies. The DC Money Manager Directory is a subset of the Money Manager Directory.
Mutual Funds/Target-Date Strategies Used by Defined Contribution Plans
Fund managers, and the proprietary mutual funds most heavily invested for DC plans, including fund name, ticker symbol and DC assets, and managers of proprietary target-date strategies invested for DC plans, including assets and allocations by year and strategy details.
*Includes target-date strategies
Investment management consultants providing advice to retirement plan sponsors and other tax-exempt institutions, with details on specific services, such as manager searches, client types and fee structure.
Defined Contribution Record Keeper Directory
Providers of DC record-keeping services by number of plan sponsors and participants, and assets under record keeping, and breakouts by client type and staffing.
*2007 and 2008 are not available