We recommend that you use the Online Surveys. It will save you time and effort because online help and data checks provide instant guidance and data is partially pre-populated for returning users. Also, you get to see your preliminary benchmarking results immediately. If you prefer using Excel or paper select the appropriate icon below.

Survey Excel Adobe PDF
United States Defined Benefit Investment Survey     Excel 627KB PDF 58KB
United States Defined Contribution Survey Excel 585KB PDF 62KB
Australian Investment Benchmarking Survey Excel 628KB PDF 68KB
Canada Defined Benefit Investment Survey Excel 628KB PDF 68KB
European Investment Benchmarking Survey Excel 641KB PDF 69KB
UK Investment Benchmarking Survey Excel 638KB PDF 107KB
Dutch Defined Benefit Survey Excel 642KB PDF 69KB
World Investment Benchmarking Survey Excel 625KB PDF 68KB

Motor Vehicle Administration and Administration Surveys are not available because we do not provide a free analysis for these services. For more information about these services, please call Mike Heale at 416-369-0468 or go to Defined Benefit or Defined Contribution administration, or Driver and Vehicle Administration.