The data contained in the stories, profiles, charts and tables in this directory issue were developed by Pensions & Investments' staff from answers to detailed questionnaires sent to more than 1,200 banks, trust companies, insurance companies and independent investment management firms in North America and abroad.
International and global managers are included in this issue, but also will be profiled in a separate, detailed directory to be published July 10.
A more detailed look at managers of defined contribution assets will be published Aug. 7.
All quantifiable answers to the questionnaires were entered into a 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 asked 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; 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. This year, the categories for equity investments were broadened to include "core" strategies.
All data included in this special report are r2000 Crain Communications Inc. Reproduction without permission is prohibited.