Container
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Title
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1991/216
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Part 1 (1991/216): Original Collection, 1976-1984 2.0 c.f. (2 record center cartons) : Correspondence, 1976-1984, concerning the Wisconsin Investment Board. Materials include correspondence with state agencies, brokers, and banks. : Chronological.
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Box
1
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1976-1980
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Box
2
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1981-1984
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1994/092
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Part 2 (1994/092): Additions, 1988-1989 3.0 c.f. (3 record center cartons) : Records, 1988-1989, concerning the Wisconsin Investment Board. Materials include international reports of the investment board and global custody search records.
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International reports
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1988 September
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Box
1
Folder
1
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Equity
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Box
1
Folder
2
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Fixed income
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1989 September
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Box
1
Folder
3
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Consolidated
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Box
1
Folder
4
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Equity
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Box
1
Folder
5
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Fixed income
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1989 October
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Box
1
Folder
6
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Consolidated
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Box
1
Folder
7
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Equity
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Box
1
Folder
8
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Fixed income
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1989 November
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Box
2
Folder
1
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Consolidated
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Box
2
Folder
2
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Equity
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Box
2
Folder
3
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Fixed income
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1989 December
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Box
2
Folder
4
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Consolidated
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Box
2
Folder
5
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Equity
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Box
2
Folder
6
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Fixed income
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Global Custody Search
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Box
3
Folder
1
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ADS Associates Inc. resource treasury management system
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Box
3
Folder
2
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Boston Safe/State Street/Chase
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Box
3
Folder
3
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Contract
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Box
3
Folder
4
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Global fee competition
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Box
3
Folder
5
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Morgan Guaranty and J.P. Morgan International
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Box
3
Folder
6
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Morgan Stanley International
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Box
3
Folder
7
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Northern Trust
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2001/141
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Part 3 (2001/141): Additions, 1988-1994 0.6 c.f. (2 archives boxes) : Records, 1988-1994, concerning the Wisconsin Investment Board. Materials include correspondence regarding beneficiaries, corporate abuses, environmental issues, investor and proxy issues, legal issues, legislative contacts, and investment guidelines.
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Box
1
Folder
1
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Beneficiary correspondence, 1988-1994
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Box
1
Folder
2
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Corporate correspondence, 1991-1993
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Box
1
Folder
3
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Corporate abuses correspondence, 1991-1992
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Box
1
Folder
4
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Environmental issues, 1993
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Box
1
Folder
5
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Investor and proxy issues, 1988-1993
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Box
2
Folder
1
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Legal issues, 1991-1993
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Box
2
Folder
2
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Legislative contacts, 1991-1993
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Box
2
Folder
3
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Investment guidelines (revised), 1991
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2005/080
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Part 4 (2005/080): Additions, 1996-1998 0.6 c.f. (2 archives boxes) : Records, 1996-1998, concerning the Wisconsin Investment Board. Materials include correspondence and proposals received in reply to the Investment Board's request for information (RFI) to evaluate software systems that calculate value at risk. Also included is biennial fund performance and total return data.
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Fund performance data
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Box
1
Folder
1
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1996 January-June
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Box
1
Folder
2
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1997 June-December
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Box
1
Folder
3
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Morgan Stanley survey
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Box
1
Folder
4-7
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Proposals, A-Z
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Box
2
Folder
1
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Total returns, 1996-1997
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Box
2
Folder
2
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Value at risk request for information (RFI) project development, 1996-1998
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2006/071
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Part 5 (2006/071): Additions, 1992-1999 1.0 c.f. (1 record center carton) : Records, 1992-1999, concerning the Wisconsin Investment Board. Materials include monthly derivative reports and files containing evidential memoranda and financial statements concerning the calculation of the Investment Board's income from tax exempt securities.
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Box
1
Folder
1
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Institute for Fiduciary Education (IFE)
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Tax exempt
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Box
1
Folder
2
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Earnings, 1992
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Box
1
Folder
3-6
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Interest, 1994-1997
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Box
1
Folder
7
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Interest income, 1999
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Derivative reports
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Box
1
Folder
8
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1994 December
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Box
1
Folder
9
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1995 November
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Box
1
Folder
10-15
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1997 July-December
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Box
1
Folder
16-27
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1998 January-December
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Box
1
Folder
28-39
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1999 January-December
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2007/071
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Part 6 (2007/071): Additions, 1994-2001 1.0 c.f (1 record center carton) : Records, 1994-2001, concerning the emerging market search and monthly statistics of the Genesis Emerging Market Comingled Fund. Genesis is a London-based closed-end investment fund focused predominantly on holdings in the stock markets of emerging economies.
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Box
1
Folder
1
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Emerging Market Search, 1994
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Genesis
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Box
1
Folder
2
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1994-1995
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Box
1
Folder
3
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2000 January-June
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Box
1
Folder
4
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2000 July-December
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Box
1
Folder
5
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2001
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2011/072
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Part 7 (2011/072): Additions, 2001-2003 1.0 c.f. (1 record center carton) : Records, 2001-2003, of the State of Wisconsin Investment Board (SWIB) consisting of preliminary and final copies of summary sheets detailing assets and funds, account information on investments from Barclays Holdings, investment reports, and occasional correspondence.
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2011/102
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Part 8 (2011/102, Audio 1568A): Additions, 1991-2006 2.0 c.f. (2 record center cartons) and 2 tape recordings : Correspondence, 1991-2006, of Wisconsin Investment Board Executive Directors Patricia Lipton and David Mills. The files include incoming and outgoing tracked correspondence related to the duties of the Investment Board with legislatures, board beneficiaries, and the Governor. There are files related to specific subjects, audit reports, ethics, and risk management. Of particular interest are the company files; they include information on companies that were controversial or caused concern to citizens.
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Box
1
Folder
1-5
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Legislature, 1995-2001
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Box
1
Folder
6-11
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Beneficiary, 1995-2001
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Box
1
Folder
12-13
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Governor's office, 1991-2001
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Company files
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Box
2
Folder
1
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Barings Investment Funds, 1995
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Box
2
Folder
2
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Commonwealth Diversified Trust, 1992-1993
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Box
2
Folder
3
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Enron Corporation, 2001-2002
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Box
2
Folder
4
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Heartland Advisors Inc., 2000-2002, 2004
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Box
2
Folder
5
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PetroChina Company Ltd., 2000
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Box
2
Folder
6
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Prison Realty Trust, 2000
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Box
2
Folder
7
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Saatchi & Saatchi (Cordiant PLC), 1995-1996
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Box
2
Folder
8
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Sensormatic Electronics, 1996
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Box
2
Folder
9
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SureBeam Corporation, 2001, 2003
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Box
2
Folder
10
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Talisman Energy, 1999-2001
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Box
2
Folder
11
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Wisconsin Central Railroad, 1992
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Box
2
Folder
12
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World Bank, 2002-2004
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Business correspondence, Executive Director
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Box
2
Folder
13
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Working file/Risk management, 1995
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Box
2
Folder
14
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Ethics issues, 1999
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Box
2
Folder
15
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Patricia Lipton, 2002-2003
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Box
2
Folder
16
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Ben Merens interview with Patricia Lipton, 1995
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1568A/1
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Ben Merens, host: Patricia Lipton on Wisconsin Public Radio, “The State Investment Board,” 1992 October 22
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1568A/2
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Ben Merens, host: Patricia Lipton on Wisconsin Public Radio, “How to Avoid the Fate of Orange County,” 1995 January 23
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2011/102
Box
2
Folder
17
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Disclosure, 1991-1992
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Box
2
Folder
18
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Trustee ethics filings, institutional investor, 2001
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Legislative Audit Bureau
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Box
2
Folder
19
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Audit, 2001, 2003
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Box
2
Folder
20
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Report, 2001
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Dave Mills
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Box
2
Folder
21-24
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Correspondence, 2004-2006
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Box
2
Folder
25
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Mailings, 2006
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Box
2
Folder
26
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Letter logs, 2004-2005
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