An Inside Look at SWIB's Real Estate Portfolio with Anne-Marie Fink & Jason Rothenberg
Listen now
Description
Office buildings, warehouses, and apartment complexes dot the landscape from coast-to-coast. They are common landmarks that we usually pass by every day without a second thought. We know these brick and mortar spaces are important to a thriving economy, but what might surprise you is how important they are to SWIB’s investment strategy. SWIB’s real estate portfolio helps diversify the Core Trust Fund and has generated an impressive track record of investment performance, which has greatly benefited the Wisconsin Retirement System, helping to keep it fully funded and well positioned to deliver on its promise to over 652,000 participants. In this episode of The SWIB Podcast, we are going to look at how SWIB’s real estate portfolio plays an important part in SWIB’s asset allocation. We will talk to Private Markets and Funds Alpha Chief Investment Officer Anne-Marie Fink and Jason Rothenberg, head of real estate, about the history behind SWIB’s real estate portfolio, the types of investments being made, and what the outlook is for the remainder of this year and beyond.  
More Episodes
Investments in the private markets is one aspect of SWIB’s diversified investment portfolio. But there are many ways to invest in the private markets. One approach that has been gathering momentum in the past decade is co-investment. In a private market context, coinvesting involves buying equity...
Published 04/03/24
Yogi Berra once famously said, “It ain’t over till it’s over.” That was certainly true for financial markets in 2023. Just when it looked like many of the same issues that investors faced in 2022 would hold down returns, 2023 finished strong. Despite the challenges of the past year, the State of...
Published 01/31/24