Surveys listed below pertain to certain special reports on P&I's Editorial Calendar for which P&I collects the data using proprietary questionnaires. Results will appear on the issue dates specified and P&I may reuse the data for subsequent reports and other purposes. Data from these surveys are available online in the P&I Research Center or for purchase in the Data Store. Please send questions or requests for surveys to Anthony Scuderi at [email protected] or 212-210-0140.
Surveys in progress
Dist. date: April 27; due date: May 22; issue date: June 29
Annual survey of firms providing outsourced-CIO services to institutional investors. Categories include total investment outsourcing assets and number of employees; and investment outsourcing assets under management with breakouts by asset allocation, level of discretion, portfolio segmentation, internally managed assets, investment vehicle mix and client type.
Recently completed surveys
Money Managers | Issue date: June 1
DC Service Providers | Issue date: April 6*
Largest U.S. Retirement Funds | Issue date: Feb. 10
Investment Management Consultants | Issue date: Nov. 25
DC Mutual Funds/Target-Date Strategies | Issue date: Oct. 28
Index Managers | Issue date: Oct. 14
Real Estate Investment Managers | Issue date: Sept. 30
Data from the surveys listed above may be used for additional special reports, including DC Money Managers, P&I/TAI Mega Funds and P&I/TAI Mega Managers.
P&I also conducts the following survey not listed above:
Hedge Funds & Hedge Funds of Funds; contact: Christine Williamson, [email protected] or 312-649-5217.
P&I believes the information listed above to be accurate at the time the schedule was prepared, but all reports and dates are subject to change. P&I also may conduct other surveys throughout the year not specified herein.
* Data posted in the research center, April 6; story published, April 20.