WRS Performance
Preliminary year-to-date as of 8/31/14
Preliminary returns are estimated, subject to final portfolio and benchmark valuations.
Core  7.3%
Variable  7.8%

Miscellaneous Funds

SWIB is responsible for investing five other trust funds established by the State. Each Fund is managed separately and investments are made according to the purpose and risk profile of each trust.

The Injured Patients and Families Compensation Fund was created by statute to provide excess medical malpractice coverage for Wisconsin health care providers.  The program is administered by the Office of the Commissioner of Insurance. The Fund is invested in long-term and short-term fixed income investments. Cash flows are generated through coupon and maturity payments to meet short-term liability payments. Longer liability payments are immunized. The portfolio is periodically rebalanced based on projected cash needs by the Board of Governors of the Patients Compensation Fund.  Detailed information about the Injured Patients and Families Compensation Fund is available on the website of the Office of the Commissioner of Insurance.


The State Life Insurance Fund is a state-sponsored life insurance program for the benefit of Wisconsin residents. The applicant must be a state resident at the time of application for coverage through the Fund. The Fund operates on a nonprofit basis and receives no subsidies from the state. It is not permitted to use commissioned agents, does not advertise, and is exempt from federal income tax. The Fund has a total return objective, emphasizing fixed income investments. More information about the State Life Insurance Fund is available on the Office of the Commissioner of Insurance website.

  • slif@oci.state.wi.us (please include name and e-mail address).
  • (608) 266-0107 (Madison)
  • (800) 562-5558 (nationwide)

The Local Government Property Insurance Fund provides reasonably priced property insurance available for tax-supported local government property such as government buildings, schools, libraries, and motor vehicles. The Fund provides policy and claim service to the policyholders. The Local Government Property Insurance investment portfolio has a total return objective, emphasizing fixed income instruments.  For more information about Local Government Property Insurance Fund visit the website of the Office of the Commissioner of Insurance.

  • information@oci.state.wi.us (please include name, telephone, and e-mail address)
  • (608) 264-7899 (Madison)
  • (608) 266-3585 (Madison)
  • (800) 236-8517 (toll-free)

The Tuition Trust Fund was created to invest the funds for EdVest Wisconsin, a state-sponsored 529 college savings plan administered by the Office of the State Treasurer.  The Tuition Trust Fund is no longer accepting contributions and has been replaced by a program that offers various options managed by investment firms. SWIB invests the remaining assets of the Tuition Trust Fund in a fixed income portfolio that matches the assets and liabilities of the Fund.  Information about EdVest is available on line or by contacting:


The State Historical Society of Wisconsin Endowment Fund helps the Historical Society's goal to promote a wider appreciation of the American heritage with an emphasis on the collection, advancement, and dissemination of knowledge of the history of Wisconsin and the region.  The Historical Society's investment portfolio invests the endowment funds with a total return objective and emphasizes common stock investments. For more information visit the State Historical Society website or call:

  • (608) 264-6400 (Madison)