Survey Calendar

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 are published in both print and online on the respective issue date unless otherwise noted. P&I may also reuse the data for subsequent reports and other purposes. Data from these surveys are available in the P&I Research Center or for purchase in the Data Store. Click on the survey name to view the most recent special report available. Please send questions or requests for surveys to Anthony Scuderi at [email protected] or 212-210-0140.

In progress
Largest U.S. Retirement Funds (closing soon)
Distr.: Oct. 3, 2022 | Due: Oct. 28, 2022 | Issue: Feb. 13, 2023

Annual survey of the top 1,000 U.S. retirement funds with breakouts by total defined benefit and defined contribution plan assets. In-depth data are tracked for the top 200 funds including contributions, payouts, manager fees, asset allocations, investment strategies, key personnel, consultants, money managers, other service providers and special plan features such as internally managed assets, LDI, ESG, diverse-managers, auto enrollment and auto escalation.

Upcoming
Defined Contribution Service Providers
Distr.: Jan. 30, 2023 | Due: Feb. 24, 2023 | Issue: April 3, 2023

Recently completed
Investment Management Consultants | Issue: Nov. 28, 2022
Index Managers | Issue: Nov. 14, 2022
Defined Contribution Strategies | Issue: Oct. 17, 2022
Real Estate Investment Managers | Issue: Oct. 3, 2022
Investment Outsourcing | Issue: July 4, 2022
Money Managers | Issue: June 6, 2022
Defined Contribution Service Providers I Issue: April 4, 2022*
Largest U.S. Retirement Funds | Issue: Feb. 14, 2022


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 surveys not listed above:
Hedge Fund Managers; contact: Christine Williamson, [email protected].
Insurance Asset Managers; contact: Valerie Ge, [email protected].

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.

* Online, April 4; print, April 25.