Board meetings, strategic plans, and buyer signals from Rochelle Klaskin’s organization
Jun 16, 2026·BoardMeeting
Board
Audit and Finance Committee Agenda / Notice
The committee meeting agenda includes the review of audited financial statements for the 2025 retirement funds, discussion of independent auditor's reports on internal controls, and reports on open audit issues. Key topics also cover investment guidelines compliance, annual affirmations and disclosures, the status of the 2026 internal audit plan, and a five-year audit summary. Financial reporting items include a quarterly management cost update and approval of the fiscal year 2027 state operating budget. Additionally, the committee will address administrative matters such as the ethics hotline report, contract updates, and trustee education materials during the open and closed sessions.
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The board meeting included an educational session covering the U.S. economic outlook and academic research in defined benefits. Regular business included committee reports from audit, finance, compensation, workforce development, and strategic planning. The board reviewed investment performance, market updates, and quarterly updates for private markets. Further discussions addressed ERCC charter amendments, updates to investment committee guidelines, and future meeting planning. A closed session was held to discuss proprietary investment strategies, compensation, and legal matters.
The committee meeting agenda includes an update on the LMBI Division and a review of Q4 2025 performance for LIRM and Multi-Strat portfolios. Additional items involve a transition update, an announcement of committee actions taken during a closed session regarding confidential investment strategies, a report from the Research Task Force, and a quarterly performance review. Furthermore, the committee will address the QIR Annual Certification Report, soft risk parameters, and future meeting topics.
Mar 31, 2026·StrategicPlan
Board
State Of Wisconsin Investment Board Goals, Strategies & Performance Report 2026
This document, the 2026 Goals, Strategies & Performance Report, outlines the strategic direction for the State of Wisconsin Investment Board (SWIB). The organization's mission is to be a trusted global investment entity that contributes to the strong financial future of its beneficiaries, with a vision to be an innovative, agile, and integrated organization that optimizes investment returns while meticulously managing risk and cost. Key strategic goals for 2026 include enhancing investment strategies to increase active returns, optimizing operations and technology infrastructure, and improving talent acquisition, retention, and management. The report also highlights past performance, a commitment to long-term investing, portfolio diversification, and robust risk management practices to ensure the sustainability of the Wisconsin Retirement System.
Extracted from official board minutes, strategic plans, and video transcripts.
