Asset Allocations. Historical Trends. Competitive Intelligence.
The details you need on the institutional market from the source you trust
Current and historical data, and contact information on pension funds, DC plans, investment consultants, money managers and record keepers for market intelligence, trend analysis, competitive benchmarking and more.
Who we help
Asset Managers
Get key contacts (updated daily), allocations by asset class and owner type, and detail on current consultants and managers for your target asset owners. Money manager information compiled from five surveys provides detailed competitive intelligence. Plus, exclusive databases on: • M&A• Pension Risk Transfer • Private Funds • OCIO• Corporate DC Lineups
Asset Owners
Compare your allocations, performance and funded status to your peer group. Perform detailed trend and historical analysis and download for presentations. Plus get access to exclusive databases on: • Legal & Regulatory• Pension Risk Transfer • Private Funds • OCIO
Investment Consultants
Use asset owner data to compile allocation trends and historical analysis for benchmarking and presentations. Explore consultant data for competitive intelligence. Analyze managers and record keeper data for client searches. Plus get access to exclusive databases on: • OCIO• Pension Risk Transfer • Private Funds • Legal & Regulatory
Investment Banks
Get detailed information on asset managers and record keepers, follow M&A activity and private fund investments, and analyze detailed asset allocation trends along with other key facets of the institutional money management industry.
Law Firms
Easily track the status of lawsuits, legislation and regulatory actions in the institutional space with access to P&I’s Legal & Regulatory Database, included with a Research Center subscription. Plus, you will have insights into all facets of institutional money management including M&A activity, private fund investments and detailed asset allocation data from the largest U.S. retirement plans.
Insurers
Regulators
Academics
and more...
Get insights into all facets of institutional money management including detailed asset allocation trends. Plus get access to exclusive databases on: • Pension Risk Transfer • Private Funds • Legal & Regulatory• M&A• OCIO
Use the web application
Log in any time you need insights. Dig into profiles and get quick links to relevant news stories. Take advantage of data visualizations. Customize reports with frequently used data and save it for easy access and updating in the future. All data can be exported into Excel so you can manipulate it into your own format or create charts, graphs and presentations.
Connect the API
Integrate P&I’s data with your proprietary internal data systems. Get a feed that automatically pushes updated data into your CRM, analytics platform or other big data application. You have full control over what data you want and how you want it displayed within your own systems.
Video Overviews
P&I Research Center Overview
How to access, filter, and download Asset Owner, Consultant and Manager data for current and historical trend analysis.
Pension Risk Transfer Database
Using P&I’s database of de-risking transactions to identify the best opportunities.
Legal & Regulatory Data
Keep up to date on the latest developments on ERISA lawsuits, regulatory actions and legislation.
Asset Owner Performance
Customizing current and historical data for meaningful insights by industry, geography or other targeted segment.
CIO Data
Analyze current and historical trends in this dynamic and growing area.
Our Clients
