7. Managing Directors Round Table, with Edwin Denson, Brian Hellmer, and Anne-Marie Fink
Play • 31 min

In 2020, the State of Wisconsin Investment Board (SWIB) remained committed to its long-term investment strategy, resulting in strong returns for the Wisconsin Retirement System (WRS), even in a challenging year.

The Core Fund, the larger of the two WRS trust funds with more than $120 billion in assets, ended the year with a net return of just above 15%. The Core Fund's 5- and 10-year returns both exceeded the pension system's actuarial target.

The great news for WRS participants is that exceeding the pension fund’s 7% target return for both the 5- and 10-year periods is expected to result in continued stability in employer and employee contribution rates and a positive annuity adjustment for retirees of around 5%.

In this episode, we hear from Edwin Denson, SWIB's managing director of asset and risk allocation; Anne-Marie Fink, the managing director of private markets and funds alpha; and Brian Hellmer, managing director of global public market strategies, about their perspective on SWIB’s success in 2020 and what we might expect in the 2021 year ahead. 

More episodes
Clear search
Close search
Google apps
Main menu