In the winter of 1995-1996, TIAA-CREF and academic researchers affiliated with Harvard University's Global Financial Systems (GFS) Project fielded a detailed direct mail survey of the financial asset holdings of a sample of TIAA-CREF participants. Included in the documentation for the survey, which may be downloaded, are:
- An overview
- A description of the methodology employed
- A codebook
- A sample of the survey questionnaire
- The survey database
Questions or comments regarding the survey should be addressed to John Ameriks at jameriks@tiaa-cref.org.
Contents of Survey Package
- Overview, general discussion, and selected tabulations from the survey.
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- Additional memorandum on methodology and weighting procedures used in the survey.
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- A "codebook" describing the contents and coding of the electronic data files.
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- The survey questionnaire.
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- "Premium-Paying" Panel Survey Data
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- "Retired" Panel Survey Data
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The data are stored as tab-separated ASCII files. The first line of each file contains the variable names.