Investments
SWIB is required to make investment management decisions solely for the benefit of the trust funds it manages. As fiduciaries of the pension funds, SWIB staff and Trustees are required to use the diligence, skill, and care that a prudent investor would use in managing a large public pension fund.
Trustees are responsible for determining SWIB's overall investment management policies. Selection of individual investments is in the hands of staff and external money management firms. Both must make investment decisions based on extensive research, detailed analytics and judgment based on risks and potential returns. The rate of return and risk are evaluated when considering asset classes and the individual investments.
To request printed copies of materials contact SWIB's beneficiary hotline at (608) 267-0957 or toll-free at (800) 424-7942 or by email.