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 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. 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.

Surveys in progress

Largest U.S. Retirement Funds (past due)

Dist. date: Oct. 4; due date: Oct. 29; issue date: Feb. 14

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, asset allocations, investment strategies, key personnel, consultants, money managers, service providers and related details such as on alternatives, LDI, internally managed assets, ESG, target-date, auto-enrollment and auto-escalation features.

Upcoming surveys

Defined Contribution Service Providers

Dist. date: Jan. 31; due date: Feb. 25; issue date: April 4

Recently completed surveys

Investment Management Consultants | Issue date: Nov. 29

Index Managers | Issue date: Nov. 15*

Defined Contribution Strategies | Issue date: Oct. 18

Real Estate Investment Managers | Issue date: Oct. 4

Investment Outsourcing | Issue date: June 28

Money Managers | Issue date: May 31

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.

* Print publication, Nov. 15 (posted online, Nov. 12).