Survey of P&I financial managers is being conducted

Pensions and investments encourages financial managers to participate in the annual Top Managers Survey.

The data compiled for calendar year 2022 will shed light on how different strategies and asset classes performed during a turbulent year for the markets, as high inflation and interest rates led to a sharp drop in asset values, in contrast to 2021, when there was a strong growth in the wealth management industry.

All firms that manage institutional, tax-exempt assets in the US are eligible. Pure alternative managers are invited to contribute to further expand our datasets for the benefit of our readers. Data and different stories PI data-driven personnel will be published as part of a special report in the June 12 edition and will also be dedicated to defined contribution managers in the June 26 edition. All data, as well as past years, will be in PIResearch Center at pionline.com/researchcenter.

To request a survey or for more information, contact Anthony Scuderi at [email protected] or 212-210-0140, or visit pionline.com/section/surveys.

The survey data will also be used to compile the Fall Special Mega Managers Report on the World’s Top 500 Managers, produced in conjunction with the Thinking Ahead Institute of Willis Towers Watson PLC.

There are several additions to the annual review. There is currently a breakthrough of ETF assets managed for institutional clients, and the cryptocurrency has been expanded to include all digital assets. The energy category was split into “fossil fuel energy” and “renewable energy”, and China’s equity and China’s debt were added as a subset of emerging markets equity and debt.