Contract and Procurement
SWIB uses consultants for investment manager search processes. Contact information for each investment area is linked to the headings below. Business RFPs
that are not managed by consultants will be posted on the Business Opportunities
page of this website. We encourage
those who are interested to participate in our contract and procurement process
using the information below.
SWIB Investment IT
This questionnaire is
intended to create a list of several pre-qualified consultancies available
to provide investment IT consulting services to SWIB. Questions can be
directed to Rhiannon Friedel at
Investment IT Consultancy
Questionnaire (UPDATED 2/15/16)
Rate Card Template
Consulting Master Services Agreement
Markit EDM Developer Request
SWIB requires two technical development
resources full time for at least 3 months and up
to 6 months to work through the software
development lifecycle including designing,
building, testing and implementing interfaces
between investment systems.
Click here for more information.
Public Markets (including hedge funds) -
SWIB utilizes two consultants when searching for public equities and public
fixed income managers and a separate consultant for hedge fund manager searches. We select our consultants depending upon the nature of the search.
- SWIB utilizes a private equity consultant
and requires a completed Private Placement Memorandum (PPM) be sent to the
attention of the portfolio manager and our consultant for consideration. Information about SWIB's
private equity investing process and placement agent policy is available by clicking
Real Estate - SWIB utilizes a real estate
consultant when searching for investments in this asset class.
Minority Broker Program
Wisconsin statute (§. 25.185) encourages the Investment Board to devote 5
its equity brokerage commission, each fiscal year, to minority-owned financial
advisers and investment firms. SWIB must maintain its fiduciary responsibility
by contracting with firms that provide the best quality when managing trust
funds. Information about SWIB's minority broker program is available by clicking
Business Loans for Wisconsin Companies
Wisconsin businesses seeking financing through the Wisconsin
Private Debt Program should review criteria and contact
information. SWIB will consider providing financing
primarily to businesses headquartered in Wisconsin, operating in Wisconsin or
intending to invest proceeds in Wisconsin.