Asset Owner Directory

The State of Wisconsin Investment Board (SWIB)

The State of Wisconsin Investment Board (SWIB), created in 1951, is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF), and other state trust funds. As of December 31, 2020, SWIB managed about $144 billion in assets.

Country

United States

AUM ($B)

$144

Performance

15.2

Chief Executive

Edwin Denson

Chief Investment Officer

Edwin Denson

Chair

David Stein

Asset allocation

Wisconsin Retirement System (WRS) is made up of two trust funds, the Core Fund and the Variable Fund - All participants have at least half, if not all, of their retirement contributions in the Core Fund. SWIB's goal as a long-term investor is to bring a disciplined, prudent, and innovative approach to market opportunities.

51% Stocks

25% Fixed Income

16% Inflation Sensitive Assets

11% Private Equity and Debt

8% Real Estate

4% Multi-asset

Website

View the annual report

Global Pension Transparency Benchmark country system description

Asset allocation as of December 31, 2020. All information is as per the most recent annual report or other publicly available data via the fund's website

Top1000funds.com related articles

FIS - Chicago

Tech wipeout brings lucrative opportunities for savvy investors

“Horrible” sentiment towards technology stocks is dragging down the value of some of the “best business models on the planet,” experts say.

Ben HurleyMay 28, 2022

Investor Profile

SWIB’s priorities in a tougher investment landscape

Edwin Denson, executive director and CIO at State of Wisconsin Investment Board talks to Top1000funds about changes in investment strategy, noting that active management, and the need to take on more risk for the same return are guiding principles.

Sarah RundellMarch 14, 2022

Risk

Leverage: Friend or foe?

Against the backdrop of rising rates, market turmoil and pension funds’ ever-growing illiquid allocations, leverage is going to increasingly come under the spotlight. Today’s changing macro picture of increasing interest rates and rising borrowing costs will put pressure on pension funds to ensure financing costs are compensated with expected returns.

Sarah RundellMarch 10, 2022

Technology

How technology is enabling better investments

Asset owners are increasingly looking to technology to more effectively manage complex multi-asset portfolios, enhance returns and better inform risk management decisions. Top1000funds.com looks at how technology is being used by asset owners including LACERA and REST, and the insights of BCIMCo's chief technology officer, Tony Payne.

Amy B. ResnickFebruary 24, 2022

Editorial

Remembering David Villa

David Villa, executive director and chief investment officer of the State of Wisconsin Investment Board, passed away on the weekend. Amanda White reflects on his legacy.

Amanda WhiteFebruary 16, 2021

Asset Allocation

Wisconsin leans into opportunities

In the space of three months the State of Wisconsin Investment Board has moved its portfolio from “defensive” to “offensive” as it “leans into the opportunities” presented by the coronavirus crisis. CIO and executive director David Villa, and deputy, Rochelle Klaskin spoke to Amanda White about the portfolio and how the large internal team is managing remotely.

Amanda WhiteApril 22, 2020

View more articles

Asset Owner Directory

Fund Name	Country	AUM ($B)	Articles	More Info
Healthcare of Ontario Pension Plan (HOOPP)	Canada	$83	34	View Info
Government Employees Pension Fund	South Africa	$130	11	View Info
California Public Employees Retirement System (CalPERS)	United States	$489	284	View Info