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
Dist. date: Feb. 1; due date: Feb. 26; issue date: April 5*
Annual survey of firms providing record-keeping services to U.S. defined contribution plans. Data are tracked by plan size and type, and broken out by number of sponsors and participants and assets record kept in each category. Additional data cover investment vehicles, annuities, outsourcing, client flows, staffing, digital assistant access, cybersecurity, pooled plan providers, primary custodian, assets under management, employee diversity and contact information.
Dist. date: Feb. 8; due date: March 19; issue date: May 31
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 ownership and employee details, worldwide assets under management including client type and location, investment vehicles, strategies, manager-of-managers and subadvisers, primary custodian, impact reporting and contact information.
Upcoming surveys
TBA
Recently completed surveys
Largest U.S. Retirement Funds | Issue date: Feb. 8
Investment Management Consultants | Issue date: Nov. 30
Index Managers | Issue date: Nov. 16
DC Mutual Funds/Target-Date Strategies | Issue date: Oct. 19
Real Estate Investment Managers | Issue date: Oct. 5
Investment Outsourcing | Issue date: June 29
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 Fund Managers; 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.
* Data posted in the research center: April 5; story published: TBD.