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. Please send questions or requests for surveys to Anthony Scuderi at or 212-210-0140.


P&I is still accepting late responses to the following survey:

Money Managers | Dist. date: Feb. 4, 2019 | Due date: March 15, 2019 | Issue date: May 27, 2019

Annual survey of firms running assets for U.S.-based, tax-exempt institutions, such as retirement funds, endowments and foundations, with breakouts by asset class, style, overlay and a section focusing on defined contribution. Additional data cover worldwide assets under management including client type and location, investment vehicles, strategies, manager-of-managers and subadvisers, primary custodian, impact reporting and contact details.

Investment Outsourcing | Dist. date: April 22, 2019 | Due date: May 17, 2019 | Issue date: June 24, 2019

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.


Real Estate Investment Managers | Dist. date: July 29, 2019 | Due date: Aug. 23, 2019 | Issue date: Sept. 39, 2019


DC Service Providers | Issue date: April 1, 2019

Largest U.S. Retirement Funds | Issue date: Feb. 4, 2019

Investment Management Consultants | Issue date: Nov. 26, 2018

DC Mutual Funds/Target-Date Strategies | Issue date: Oct. 29, 2018

Index Managers | Issue date: Oct. 15, 2018

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, 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.