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.


Investment Management Consultants

Dist. date: Sept. 25, 2017 | Due date: Oct. 20, 2017 | Issue date: Nov. 27, 2017

Annual survey of the firms providing investment management consulting to retirement funds, endowments, foundations and other clients. Data include assets under advisement, management and investment outsourcing, revenue mix, advice, searches and other services offered, proprietary and third-party databases, breakouts by client type and region, number of consultants on staff and areas of expertise.

DC Mutual Funds/Target-Date Strategies

Dist. date: Aug. 28, 2017 | Due date: Sept. 22, 2017 | Issue date: Oct. 30, 2017

Annual survey of firms managing proprietary mutual funds or target-date strategies for U.S. defined contribution plans. Mutual fund data include total DC assets invested and fund names, tickers and DC assets by strategy type. Target-date data include DC assets invested in total and for custom strategies, assets managed internally, breakouts by target year and asset allocation and additional style details.

Real Estate Investment Managers

Dist. date: Aug. 14, 2017 | Due date: Sept. 8, 2017 | Issue date: Oct. 16, 2017

Annual survey of the firms managing private real estate assets or REIT securities, for U.S. institutional, tax-exempt investors; the data also are segmented by worldwide assets, asset class, investment vehicle, property type, portfolio strategy, regional investments, defined contribution, operating REITs, co-investments, client type, largest funds and use of third-party appraisers.


Index Managers

Dist. date: July 31, 2017 | Due date: Aug. 25, 2017 | Issue date: Oct. 2, 2017

Annual survey of the firms internally running passive or enhanced indexed strategies, including ETFs/ETNs and non-market-cap-weighted, for U.S. institutional, tax-exempt investors; additional categories include indexing strategies by total assets under management and internally managed worldwide, U.S.-client and mutual fund assets, investor types and asset classes.


Largest U.S. Retirement Funds

Dist. date: Oct. 2, 2017 | Due date: Oct. 27, 2017 | Issue date: Feb. 5, 2018


Investment Outsourcing

Issue date: June 26, 2017

Money Managers

Issue date: May 29, 2017

DC Service Providers

Issue date: April 3, 2017

Data from the surveys listed above may be used for additional special reports, including DC Money Managers, P&I/WTW Mega Funds and P&I/WTW 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.