Title: Wisconsin, Investment Board, Budget Development Records
Inclusive Dates: 1992-2002, 2015

Creator:

• Wisconsin. Investment Board

Call Number: 2011/103; 2011/104; 2015/149; 2023/101

Quantity: 6.2 cubic feet (5 records center cartons and 3 archives boxes)
Repository:

Wisconsin Historical Society, Division of Library, Archives, and Museum Collections

Archival Locations:

Wisconsin Historical Society (Map)

COLLECTION MAY BE STORED OFF-SITE: see catalog entry to request materials and for additional information.

Abstract:

Records relate to the development of the biennial budget for the State of Wisconsin Investment Board (SWIB). This series includes both the budget development files and the files of SWIB's budget director.

Language: English

URL to cite for this finding aid: https://digital.library.wisc.edu/1711.dl/wiarchives.uw-whs-2011103

This collection was received in multiple parts from the donor(s) and is organized into 4 major parts. These materials have not been physically interfiled and researchers might need to consult more than one part to locate similar materials.

Acquisition Information

Accession Number: 2011/103, 2011/104, 2015/149, 2023/101

State government recordsBudget -- WisconsinInvestment of public funds -- Wisconsin

2011/103	Part 1 (2011/103): Original Collection, 1992-1998 Physical Description: 2.4 cubic feet (2 records center cartons and 1 archives box)  Scope and Content Note: Files relate to the development of the Investment Board's biennial state budgets from 1993-1999. Included are budget book materials, budget requests, and correspondence (1992-1998) between staff and other state agencies. The first folder for each year contains a table of contents listing what can be found throughout that budget year's folders.
Box   1   Folder   1-3	1993-1995 biennial budget book materials
Box   1   Folder   4-6	Fiscal year 1994 budget documents
Box   1   Folder   7-9	Fiscal year 1995 budget documents
Box   1   Folder   10-14	1995-1997 biennial budget book
Box   2   Folder   1-2	1995-1997 biennial budget book
Box   2   Folder   3-5	Fiscal year 1996 budget documents
Box   2   Folder   6-9	Fiscal year 1997 budget documents
Box   2   Folder   10-13	Fiscal year 1998 budget documents
Box   3   Folder   1-4	1997-1999 biennial budget book
2011/104	Part 2 (2011/104): Additions, 1995-1997 Physical Description: 1.8 cubic feet (1 records center carton and 2 archives boxes)  Scope and Content Note: Records of the Wisconsin Investment Board, 1995-1997. Included are detailed budget expenditures projections and status, budget summaries, budget requests, correspondence, budget analysis, risk assessment, staffing and IT planning.	⇧
Box   2   Folder   2	16.515, Supplementation of program revenue and program revenue-service appropriations 1996
Box   2   Folder   5	Board presentation, 1995-1996
Box   3   Folder   1	Budget, 1995-1997
Box   2   Folder   9	Budget narrative, 1994
Box   2   Folder   6	Budget notes, biennial budget requests, fiscal year 1995-1997
	Detailed budget expenditure projections and status by fiscal year
Box   1   Folder   1-2	1995
Box   1   Folder   3-4	1996
Box   2   Folder   1-3	1997
Box   2   Folder   7-8	Fiscal year 1996, equities, risk and staffing
Box   2   Folder   4	IT plan, 1995-1997
Box   2   Folder   14	Originals, budget Requests 1996
Box   2   Folder   12	Private placement staffing, 1996
Box   2   Folder   10-11	Public fixed income, risk 1994-1995
Box   2   Folder   13	Quantitative risk analyst functions, 1996
Box   2   Folder   3	Reviews, generic 1995
2015/149	Part 3 (2015/149): Additions, 1998-2002 Physical Description: 1.0 cubic foot (1 records center carton)  Scope and Content Note: Detailed budget expenditures, projections, and status, fiscal years 1998-2002.	⇧
Box   1	Budget expenditures, projections, and status. FY1998-FY2002
2023/101	Part 4 (2023/101): Additions, 2015 Physical Description: 1.0 cubic foot (1 records center carton)  Scope and Content Note: Records pertains to the investment board including correspondence, budget/expenses, time allocation files, research and data users, and related materials.	⇧
Box   1   Folder   1	Q1 2015, 2015
Box   1   Folder   2	Q1 2015 R & D, 2015
Box   1   Folder   3	Q2 2015 R & D, 2015
Box   1   Folder   4	Q2 2015 Chapter 20, 2015
Box   1   Folder   5	Q3 2015 R & D, 2015
Box   1   Folder   6	Q4 & Q3 2015 Chapter 20, 2015