Survey Calendar

Surveys listed below pertain to certain special reports on P&I's editorial calendar or schedule where data are collected using proprietary questionnaires. Results are published in print and online on the respective issue date unless otherwise noted. P&I may also reuse the data for subsequent reports and other purposes. Survey data are available in the research center by separate subscription and for purchase in the data store. To access an online special report, click the name in the section for recently completed surveys or visit the print archive to download a copy of the issue. Please send questions or requests for surveys to Anthony Scuderi at [email protected] or 212-210-0140.

In progress
Money Managers (past due)
Distr.: Feb. 6, 2023 | Due: March 24, 2023 | Issue: June 12, 2023

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, number and diversity of employees, 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
Investment Outsourcing
Distr.: May 15, 2023 | Due: June 9, 2023 | Issue: July 17, 2023

Recently completed
Defined Contribution Service Providers | Issue: April 3, 2023
Largest U.S. Retirement Funds | Issue: Feb. 13, 2023
Investment Management Consultants | Issue: Nov. 28, 2022
Index Managers | Issue: Nov. 14, 2022
Defined Contribution Strategies | Issue: Oct. 17, 2022
Real Estate Investment Managers | Issue: Oct. 3, 2022
Investment Outsourcing | Issue: July 4, 2022
Money Managers | Issue: June 6, 2022

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.