P&I Research Center Release Notes

4/17/24

V. 3.69.0 | Type: Bug Fix

• Fix to display endowment data.

4/10/24

V. 3.68.0 | Type: UI Enhancement

• Added email and phone number to Outsourcing Managers' profiles.

4/9/24

V. 3.67.0 | Type: Bug Fix

• Fix to Pension Risk Transfer database filters.

4/8/24

V. 3.66..0 | Type: UI Enhancement

• Added People Directory data fields to U.S. Plan Sponsors DataTable page.

3/18/24

V. 3.65.0 | Type: UI Enhancement

• Update to URL sharing.

3/14/24

V. 3.64.0 | Type: UI Enhancement

• Create profiles for Outsourcing Managers.

2/15/24

V. 3.63.0 | Type: UI Enhancement

• Update to Divestment database summary view.

2/1/24

V. 3.62.0 | Type: Bug Fix

• Various bug fixes.

1/31/24

V. 3.61.0 | Type: Data Enhancement

• Added target asset allocation page to Searches and Hires database.
• Added private credit to U.S. Plan Sponsors profile pages.

1/24/24

V. 3.60.0 | Type: UI Enhancement

• Updated default data fields to U.S. Plan Sponsors DataTable page.

1/9/24

V. 3.59.0 | Type: Bug Fix

• Fixed error with loading data to database.

1/5/24

V. 3.58.0 | Type: UI Enhancement

• Created summary view for Divestment database.

1/4/24

V. 3.57.0 | Type: UI Enhancement

• Created expanded view for Divestment database.

12/18/23

V. 3.56.0 | Type: Bug Fix

• Fixed error with the People Moves database.

12/13/23

V. 3.55.0 | Other

• Added a new team member, Keith Arends, on the homepage and Excel spreadsheets.

12/11/23

V. 3.54.0 | Bug Fix

• Fixed error with Foundation profiles.

12/8/23

V. 3.53.0 | Type: Technology Enhancement

• General performance improvements for Corporate DC Investment Lineups database.

12/4/23

V. 3.52.0 | Type: UI Enhancement

• Moving Corporate DC Investment Lineups database in navigation and updating the People Moves database color in navigation.

12/1/23

V. 3.51.0 | Type: UI Enhancement

• Create profiles for Other U.S. Asset Owners.

11/22/23

V. 3.50.0 | Type: Technology Enhancement

• General performance improvements for Corporate DC Investment Lineups database.

11/6/23

V. 3.49.0 | Type: Technology Enhancement

• General performance improvements.

11/1/23

V. 3.48.0 | Type: UI Enhancement

• Contact tabs on organization profiles now have links to full People Profiles.
• Empty Bios and Related Articles are now hidden in People Directory Profiles.

10/17/23

V. 3.47.0 | Type: Bug Fix

• Fixed error with summary charts.

10/10/23

V. 3.46.0 | Type: Data Enhancement

• UK real estate investments added to money managers profiles.

9/27/23

V. 3.45.0 | Type: UI Enhancement

• Edit menu is now closed by default on the demo version of the People Directory.

9/26/23

V. 3.44.0 | Type: Other

• Defined Contribution and Target-date information published to DC Money Manager profiles.

8/9/23

V. 3.37.0 | Type: Bug Fix

• Fixed error with LinkedIn URL data field in People Directory.

9/20/23

V. 3.43.0 | Type: Bug Fix

• Various bug fixes.

9/12/23

V. 3.42.0 | Type: UI Enhancement

• An email now automatically opens when selected from a People Directory profile.

9/11/23

V. 3.41.0 | Type: Other

• Updated the phone number on the homepage and Excel spreadsheets for Aaron M. Cunningham.

9/6/23

V. 3.40.0 | Type: Other

• Updated the Corporate DC Investment Lineups database to only show the latest year by default.

8/31/23

V. 3.39.0 | Type: Other

• Created a specific shareable URL for every person with a profile in the People Directory.

8/23/23

V. 3.38.0 | Type: Data Enhancement

• Added a Preferred First Name field to People Directory profiles in ().

8/9/23

V. 3.37.0 | Type: Bug Fix

• Fixed error with LinkedIn URL data field in People Directory.

8/7/23

V. 3.36.0 | Type: Data Enhancement

• Added a Professional Designations field to People Directory profiles.
• Added an icon to the People Directory to show which individuals have profiles.
• Other bug fixes.

8/4/23

V. 3.35.0 | Type: Bug Fix

• Updated Searches & Hires summary charts to correctly display terminations.

7/24/23

V. 3.34.0 | Type: Data Enhancement

• Added photos to People Directory profiles.

7/19/23

V. 3.33.0 | Type: Bug Fix

• Fixed error in real-time analytics filters.

7/14/23

V. 3.32.0 | Type: Data Enhancement

• Launched profiles in the People Directory.
  • Includes new fields such as education, links to P&I articles on the individuals, asset classes overseen and numerous others.

7/10/23

V. 3.31.0 | Type: Data Enhancement

• Updated money manager profiles to adjust for new data points on Fossil Fuel and Renewable Energy fields.

6/23/23

V. 3.30.1 | Type: Other

• Update to Divestment Database access rules.

6/19/23

V. 3.30.0 | Type: New Database

• Launch of Divestment Database.

5/15/23

V. 3.29.0 | Type: Bug Fix

• Fix to real-time analytics summary charts.

5/11/23

V. 3.28.0 | Type: UI Enhancement

• Updated DataTable icons to make them more clear.

5/3/23

V. 3.27.0 | Type: Bug Fix

• Fix to People Moves database.

4/28/23

V. 3.26.0 | Type: Bug Fix

• Fix to Investment Returns profile tabs.

4/26/23

V. 3.25.0 | Type: Technology Enhancement

• General performance improvements.

4/25/23

V. 3.24.0 | Type: Technology Enhancement

• General performance improvements.

4/17/23

V. 3.23.0 | Type: New Database

• Launch of People Directory.
  • API launched (Partner API - 0.3.0).
  • Necessary database improvements to enable the database.

4/4/23

V. 3.22.0 | Type: Technology Enhancement

• General performance improvements.

3/8/23

V. 3.21.0 | Type: UI Enhancement

• Updated Corporate DC Investment Lineups date selector to have calendar year selectors.
• Significant upgrades to database software.

2/22/23

V. 3.20.0 | Type: UI Enhancement

• Added release notes to Research Center.

2/7/23

V. 3.19.2 | Type: Other

• Fixed error on the demo version of the Research Center.

2/2/23

V. 3.19.1 | Type: Data Enhancement

• Added IRR, Gross vs. Net, As of date and Source to the private fund close database expanded view.

1/24/23

V. 3.19.0 | Type: Data Enhancement

• Expanded inforamtion on the target-date tab.
• Added a most used mutual fund tab.

1/9/23

V. 3.18.11 | Type: Data Enhancement

• Added Sector, Industry and Rational data fields to PRT database.
• General performance improvements.

1/6/23

V. 3.18.10 | Type: UI Enhancement

• Added clarification to data features in articles.
• Fixed export error in Corporate DC Investment Lineup database.

1/4/23

V. 3.18.9 | Type: Technology Enhancement

• General performance improvements.

12/9/22

V. 3.18.8 | Type: Data Enhancement

• Added Lift-out vs. Termination data field to PRT database.

12/7/22

V. 3.18.7 | Type: UI Enhancement

• Clarified column headers across real-time analytics databases.

12/1/22

V. 3.18.6 | Type: UI Enhancement

• Clarified column in Legal and Regulatory database.

11/30/22

V. 3.18.5 | Type: UI Enhancement

• Spelled out plan sponsor type in the filter menu (e.g. Public vs. “P”).
• General clarification to Searches and Hires database.
• Updated color of DataTable action buttons (e.g. filter) to make them more legible.

11/16/22

V. 3.18.4 | Type: Data Enhancement

• Added Plan Assets and As of Date data fields to Legal and Regulatory database.

11/2/22

V. 3.18.3 | Type: UI Enhancement

• Clarified real-time analytics databases Excel exports. Currency fields with no data now export as “---” From “$0.0”.
• Database enhancements to enable new Mutual Fund and Target-Date data to be populated on DC Money Managers’ profiles.

10/19/22

V. 3.18.2 | Type: UI Enhancement

• Summary page now aggregates Hire data by manager (from asset owner).

10/18/22

V. 3.18.1 | Type: Bug Fix

• Fixed error in PRT database.

10/17/22

V. 3.18.0 | Type: New Database

• Launch of Corporate DC Investment Option Lineup database.

10/13/22

V. 3.17.7 | Type: Other

• Added information to obtain reprints of data.

10/7/22

V. 3.17.6 | Type: Technology Enhancement

• Updated API and M&A database bug fix.

9/29/22

V. 3.17.5 | Type: UI Enhancement

• Added link to report in PRT database.

9/27/22

V. 3.17.4 | Type: UI Enhancement

• Updated default data on Consultants’ DataTable page.
• Added Special Report link to Real Estate Managers.
• Added Fund to the summary ranking for the Private Fund Close database.

9/22/22

V. 3.17.3 | Type: Data Enhancement

• Added five new fields to the PRT database: Current (employees), Former (employees), Retirees and two fields for Reinsurers.
• Also, bug fixes.

9/13/22

V. 3.17.2 | Type: UI Enhancement

• Added Sponsor to available filters in PRT database.

9/12/22

V. 3.17.1 | Type: UI Enhancement

• Made Defined Benefit, Defined Contribution, Real Estate and ESG dashboards available to all subscribers.
• Updated Private Fund Close database to show all asset classes in type.

9/8/22

V. 3.17.0 | Type: UI Enhancement

• Added money manager and U.S. plan sponsor data features in articles.

8/16/22

V. 3.16.4 | Type: UI Enhancement

• Updated asset class names on DC money manager profile tab.

7/26/22

V. 3.16.3 | Type: Bug Fix

• Updated Excel file permissions.

7/22/22

V. 3.16.2 | Type: UI Enhancement

• Added a link to Comprehensive Annual Financial Reports for the largest U.S. public defined benefit plan sponsors.

7/21/22

V. 3.16.1 | Type: Technology Enhancement

• General performance improvements.

7/26/22

V. 3.16.0 | Type: Bug Fix

• Managers and Consultants are now displayed by year. Previously the latest data was applied to all years.

6/20/22

V. 3.15.4 | Type: UI Enhancement

• Update to dark mode.

6/16/22

V. 3.15.3 | Type: UI Enhancement

• Clarification to Consultant’s Clients tab making it clear the plan sponsor are clickable to their respective profiles.

6/13/22

V. 3.15.2 | Type: UI Enhancement

• Added 401(a) plan type breakout on DC Record Keeper profiles.

6/13/22

V. 3.15.1 | Type: UI Enhancement

• Created new login page.

6/3/22

V. 3.15.0 | Type: UI Enhancement

• Multiple updates to demo version.

4/29/22

V. 3.14.1 | Type: Technology Enhancement

• Performance improvements.

4/28/22

V. 3.14.0 | Type: Technology Enhancement

• Security and performance improvements.

4/29/22

V. 3.13.1 | Type: Bug Fix

• Fixed issues with IP authentication.

4/28/22

V. 3.13.0 | Type: Technology Enhancement

• Performance improvements.

3/21/22

V. 3.10.1 | Type: UI Enhancement

• Added Summary Analytics charts to Real Estate money managers.

3/21/22

V. 3.10.0 | Type: New Database

• Complete revamp of Asset Owner Analytics database including the user interface and technology.

3/4/22

V. 3.9.3 | Type: UI Enhancement

• Added ESG data and news dashboard.

2/18/22

V. 3.9.2 | Type: Other

• Various updates.

1/28/22

V. 3.9.1 | Type: UI Enhancement

• Added Summary Analytics charts to Consultants.

1/19/22

V. 3.9.0 | Type: UI Enhancement

• Added breadcrumbs and shareable URLs to Searches and Hires UI.
• Multiple updates to Searches and Hires database technology.

1/11/22

V. 3.8.11 | Type: Technology Enhancement

• Multiple performance improvements.

1/8/22

V. 3.8.10 | Type: UI Enhancement

• Added Lawsuit Name to available filters in Legal & Regulatory database.

1/7/23

V. 3.8.9 | Type: Data Enhancement

• Added Region and Country data fields to PRT database.
• Added legal specific news to DC dashboard.

1/6/22

V. 3.8.8 | Type: UI Enhancement

• Update to demo version of the P&I Research Center database.

1/5/22

V. 3.8.7 | Type: UI Enhancement

• Added links to quarterly reports for M&A, Searches and Hires and Legal and Regulatory databases at the top of database web pages.