Investment Overview
SWIB is required to make investment management decisions for the pension funds
solely for the benefit of the members of the Wisconsin Retirement System (WRS).
As fiduciaries of the pension funds, SWIB staff
and Trustees are required to use the diligence, skill and care that a prudent
investor would use in managing a large public pension fund.
Trustees are responsible for determining SWIB's overall investment management
policies. Selection of individual investments is in the hands of staff and
external money
management firms. Both must make investment decisions based on extensive research, detailed
analytics and judgment based on risks and potential returns.
The rate of return and risk are evaluated when considering
asset classes and the individual investments.
More information about investments are available by visiting the following
links:
- Lists of investments (Schedule of
Investments) and annual reports for the fiscal year-ending June
30 are available from 2000 to present (PDF).
- Investments in Wisconsin, which follow strict
guidelines, are part of SWIB's everyday investment activity in the global
markets. SWIB also makes a special effort to identify investment opportunities
that exist within the state. There are two portfolios dedicated primarily to
Wisconsin investments.
- Securities and Exchange
Commission (SEC) quarterly filings, the most current list of domestic stocks held by SWIB
available, is on the SEC website. It is listed as the State of Wisconsin
Investment Board 13F - HR form.
- Investment guidelines, set by Trustees, are
the parameters that must be followed to make investment decisions.
- Investment performance for Core and Variable Funds
and impact on WRS participants since 1983 (PDF file).
To request printed copies of materials contact SWIB's beneficiary hotline at (608) 267-0957 or toll-free
at (800) 424-7942
or by email.