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.
Request for Proposal - Investment Management Strategic Planning
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.