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
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
Money Managers
Dist. date: Feb. 10, 2020; due date: March 20, 2020; issue date: June 1, 2020
Recently completed surveys
Investment Management Consultants | Issue date: Nov. 25, 2019
DC Mutual Funds/Target-Date Strategies | Issue date: Oct. 28, 2019
Index Managers | Issue date: Oct. 14, 2019
Real Estate Investment Managers | Issue date: Sept. 30, 2019
Investment Outsourcing | Issue date: June 24, 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.