Charles M. Lahr

SWIB seeks to produce the long-term, stable asset growth needed to meet the current and future obligations of the Wisconsin Retirement System (WRS). The firm has developed a disciplined, prudent, and innovative investment strategy designed to weather a variety of economic environments and protect the members of the WRS from another major reduction, keep contributions stable, and generate reasonable returns. They manage their costs effectively and provide respectable returns by combining active and passive management of the trust funds. Funds in the WRS invests in a broad asset classes, such as stocks, bonds, real estate and other types of investments.

Provides retirement plans, asset management and insurance services

FMA utilizes research driven, fundamental, value-oriented strategy for selecting investments. In choosing equity investments, the firm focuses on the market price of a company's securities relative to their evaluation of the company's asset value, including an analysis of book value, cash flow potential, long-term earnings and multiples of earnings of comparable securities of both public and private companies. Each investment is analyzed separately and there are no set criteria as to specific value parameters, asset size, earnings or industry type.

Operates as a bank holding company whose subsidiary provides national banking services

PIMCO employs a broad range of portfolio management tools that seek to appropriately manage risk, hedge exposures, and seek returns consistent with client guidelines. They have considerable experience in many global investment strategies, including fixed income and equity strategies. The firm also offers alternative strategies, mainly through private investment vehicles like private equity and hedge funds. PIMCO combines top-down macroeconomic forecasting with rigorous bottom-up credit analysis in their investment process.

Functions as a College/University