Wisconsin. Investment Board: Correspondence and General Records, 1976-2006

Contents List

Container Title
1991/216
Part 1 (1991/216): Original Collection, 1976-1984
Physical Description: 2.0 c.f. (2 record center cartons) 
Scope and Content Note: Correspondence, 1976-1984, concerning the Wisconsin Investment Board. Materials include correspondence with state agencies, brokers, and banks.
Arrangement of the Materials: Chronological.
Box   1
1976-1980
Box   2
1981-1984
1994/092
Part 2 (1994/092): Additions, 1988-1989
Physical Description: 3.0 c.f. (3 record center cartons) 
Scope and Content Note: Records, 1988-1989, concerning the Wisconsin Investment Board. Materials include international reports of the investment board and global custody search records.
International reports
1988 September
Box   1
Folder   1
Equity
Box   1
Folder   2
Fixed income
1989 September
Box   1
Folder   3
Consolidated
Box   1
Folder   4
Equity
Box   1
Folder   5
Fixed income
1989 October
Box   1
Folder   6
Consolidated
Box   1
Folder   7
Equity
Box   1
Folder   8
Fixed income
1989 November
Box   2
Folder   1
Consolidated
Box   2
Folder   2
Equity
Box   2
Folder   3
Fixed income
1989 December
Box   2
Folder   4
Consolidated
Box   2
Folder   5
Equity
Box   2
Folder   6
Fixed income
Global Custody Search
Box   3
Folder   1
ADS Associates Inc. resource treasury management system
Box   3
Folder   2
Boston Safe/State Street/Chase
Box   3
Folder   3
Contract
Box   3
Folder   4
Global fee competition
Box   3
Folder   5
Morgan Guaranty and J.P. Morgan International
Box   3
Folder   6
Morgan Stanley International
Box   3
Folder   7
Northern Trust
2001/141
Part 3 (2001/141): Additions, 1988-1994
Physical Description: 0.6 c.f. (2 archives boxes) 
Scope and Content Note: 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.
Box   1
Folder   1
Beneficiary correspondence, 1988-1994
Box   1
Folder   2
Corporate correspondence, 1991-1993
Box   1
Folder   3
Corporate abuses correspondence, 1991-1992
Box   1
Folder   4
Environmental issues, 1993
Box   1
Folder   5
Investor and proxy issues, 1988-1993
Box   2
Folder   1
Legal issues, 1991-1993
Box   2
Folder   2
Legislative contacts, 1991-1993
Box   2
Folder   3
Investment guidelines (revised), 1991
2005/080
Part 4 (2005/080): Additions, 1996-1998
Physical Description: 0.6 c.f. (2 archives boxes) 
Scope and Content Note: 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.
Fund performance data
Box   1
Folder   1
1996 January-June
Box   1
Folder   2
1997 June-December
Box   1
Folder   3
Morgan Stanley survey
Box   1
Folder   4-7
Proposals, A-Z
Box   2
Folder   1
Total returns, 1996-1997
Box   2
Folder   2
Value at risk request for information (RFI) project development, 1996-1998
2006/071
Part 5 (2006/071): Additions, 1992-1999
Physical Description: 1.0 c.f. (1 record center carton) 
Scope and Content Note: 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.
Box   1
Folder   1
Institute for Fiduciary Education (IFE)
Tax exempt
Box   1
Folder   2
Earnings, 1992
Box   1
Folder   3-6
Interest, 1994-1997
Box   1
Folder   7
Interest income, 1999
Derivative reports
Box   1
Folder   8
1994 December
Box   1
Folder   9
1995 November
Box   1
Folder   10-15
1997 July-December
Box   1
Folder   16-27
1998 January-December
Box   1
Folder   28-39
1999 January-December
2007/071
Part 6 (2007/071): Additions, 1994-2001
Physical Description: 1.0 c.f (1 record center carton) 
Scope and Content Note: 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.
Box   1
Folder   1
Emerging Market Search, 1994
Genesis
Box   1
Folder   2
1994-1995
Box   1
Folder   3
2000 January-June
Box   1
Folder   4
2000 July-December
Box   1
Folder   5
2001
2011/072
Part 7 (2011/072): Additions, 2001-2003
Physical Description: 1.0 c.f. (1 record center carton) 
Scope and Content Note: 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.
2011/102
Part 8 (2011/102, Audio 1568A): Additions, 1991-2006
Physical Description: 2.0 c.f. (2 record center cartons) and 2 tape recordings 
Scope and Content Note: 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.
Box   1
Folder   1-5
Legislature, 1995-2001
Box   1
Folder   6-11
Beneficiary, 1995-2001
Box   1
Folder   12-13
Governor's office, 1991-2001
Company files
Box   2
Folder   1
Barings Investment Funds, 1995
Box   2
Folder   2
Commonwealth Diversified Trust, 1992-1993
Box   2
Folder   3
Enron Corporation, 2001-2002
Box   2
Folder   4
Heartland Advisors Inc., 2000-2002, 2004
Box   2
Folder   5
PetroChina Company Ltd., 2000
Box   2
Folder   6
Prison Realty Trust, 2000
Box   2
Folder   7
Saatchi & Saatchi (Cordiant PLC), 1995-1996
Box   2
Folder   8
Sensormatic Electronics, 1996
Box   2
Folder   9
SureBeam Corporation, 2001, 2003
Box   2
Folder   10
Talisman Energy, 1999-2001
Box   2
Folder   11
Wisconsin Central Railroad, 1992
Box   2
Folder   12
World Bank, 2002-2004
Business correspondence, Executive Director
Box   2
Folder   13
Working file/Risk management, 1995
Box   2
Folder   14
Ethics issues, 1999
Box   2
Folder   15
Patricia Lipton, 2002-2003
Box   2
Folder   16
Ben Merens interview with Patricia Lipton, 1995
1568A/1
Ben Merens, host: Patricia Lipton on Wisconsin Public Radio, “The State Investment Board,” 1992 October 22
1568A/2
Ben Merens, host: Patricia Lipton on Wisconsin Public Radio, “How to Avoid the Fate of Orange County,” 1995 January 23
2011/102
Box   2
Folder   17
Disclosure, 1991-1992
Box   2
Folder   18
Trustee ethics filings, institutional investor, 2001
Legislative Audit Bureau
Box   2
Folder   19
Audit, 2001, 2003
Box   2
Folder   20
Report, 2001
Dave Mills
Box   2
Folder   21-24
Correspondence, 2004-2006
Box   2
Folder   25
Mailings, 2006
Box   2
Folder   26
Letter logs, 2004-2005