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
DC Mutual Funds/Target-Date Strategies | Dist. date: Aug. 26, 2019 | Due date: Sept. 20, 2019 | Issue date: Oct. 28, 2019
Annual survey of firms managing proprietary mutual funds or target-date strategies for U.S. defined contribution plans. Mutual fund data include total DC assets invested and fund names, tickers and DC assets by strategy type. Target-date data include DC assets invested in total and for custom strategies, assets managed internally, breakouts by target year and asset allocation and additional style details.
Investment Management Consultants | Dist. date: Sept. 23, 2019 | Due date: Oct. 18, 2019 | Issue date: Nov. 25, 2019
Annual survey of firms providing investment management consulting to retirement funds, endowments, foundations and other clients. Data include assets under advisement, management and investment outsourcing, revenue mix, advice, searches and other services offered, proprietary and third-party databases, breakouts by client type and region, number of consultants and cybersecurity professionals on staff and areas of expertise.
Largest U.S. Retirement Funds | Dist. date: Sept. 30, 2019 | Due date: Oct. 25, 2019 | Issue date: Feb. 10, 2020
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 on the top 200 funds including contributions, payouts, asset allocations, investment strategies, plan features, key personnel, consultants, money managers and other service providers; and summary data on the smaller funds.
UPCOMING SURVEYS
DC Service Providers | Dist. date: Feb. 3, 2020 | Due date: Feb. 28, 2020 | Issue date: April 6, 2020
RECENTLY COMPLETED SURVEYS
Index Managers | Issue date: Oct. 14, 2019
Real Estate Investment Managers | Issue date: Sept. 30, 2019
Investment Outsourcing | Issue date: June 24, 2019
Money Managers | Issue date: May 27, 2019
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.