Through targeted and strategic investments, SWIB has been able to help numerous businesses across the state write success stories that have benefited Wisconsin's economy. Those investments have generated solid returns with acceptable levels of risk for the trust funds SWIB manages.
Committed to Wisconsin
Blueprints for Success
Starting and growing a successful business is not always easy. It may start with an idea, but in between that idea and the goal is a great deal of planning and hard work to develop a blueprint for success. SWIB is proud to have been a part of the blueprints for success for many Wisconsin businesses.
Committed to Wisconsin
As of June 30, 2020, SWIB had total investments of nearly $25 billion in companies with at least 20 employees located in Wisconsin. New investments in Wisconsin companies in fiscal year 2020 totaled approximately $183 million. In the last five years ending June 30, 2020, new investments in Wisconsin companies totaled over $787 million.
Wisconsin Private Debt
SWIB's Wisconsin Private Debt Portfolio provides financing for company operations both inside and outside the state. While its fiduciary duty is owed to the participants of the WRS, SWIB has found ways to invest meaningful capital directly into companies that not only provide market returns, but also lead to enhanced economic activity throughout the state.
SWIB Partners with Organic Valley
A good example of SWIB's ability to work with companies in the state through the Wisconsin Private Debt Portfolio was the investment made in La Farge, Wis.-based Organic Valley. As the nation's largest cooperative of organic farmers, Organic Valley is a recognizable name on grocery store shelves from New York to California. In 2007, when Organic Valley needed a partner for an automated storage and distribution center it was building in Cashton, Wis., it turned to SWIB. Click here to learn more about how SWIB helped Organic Valley write its success story.
Changing Lives for the Better
Influenza spreads around the world in yearly outbreaks, resulting in millions of cases of severe illness and hundreds of thousands of deaths worldwide. A vaccine that better prevents the high morbidity and mortality associated with this disease would represent a significant improvement in public health. Since 2007, Madison-based FluGen has been working to find that success. SWIB,
recognizing the significance of the work being done by FluGen
was part of a group of investors that participanted in the first
institutional financing of the company. Click here to learn how SWIB
invested in FluGen through its Wisconsin Venture Capital Portfolio.
Wisconsin Venture Capital
SWIB's primary objective for investing in early stage start-up companies through its Wisconsin Venture Capital Portfolio is to generate good investment returns for the beneficiaries of the WRS on a risk adjusted basis. A secondary benefit, many times, comes from potential jobs these investments can create.
Other Wisconsin Investments
Wisconsin Certificate of Deposit (CD) Program - This program allows SWIB to buy CDs issued by Wisconsin-based financial institutions.
Real Estate - Nearly all real estate investments are made through funds and partnerships rather than direct investments.
Public Equities - Staff researches and considers public equity investments in quality Wisconsin companies that offer value to the WRS.
Public Fixed Income - Managers continue to review any public offering by a Wisconsin company to see if it meets the portfolio's investment critera. Other investments include commercial paper of Wisconsin corporations and deposits in Wisconsin financial institutions.
Goals for Investing in Wisconsin Report
SWIB is required by state statutes to report biennially to the Governor and the Legislature on a five-year plan for making investments in Wisconsin. Read the Goals for Investing in Wisconsin Report.