Wisconsin

Hedge Funds Deliver for Wisconsin Retirees, Students, and Nonprofits

Across the Badger State, hedge funds deliver for retirement security, college education, and the important work done by non-profits and charities through $11.40 Billion in investments. Institutional investors – like pensions, university endowments, and non-profits – use hedge funds to meet financial obligations, diversify their investment portfolios, and manage risk.

Total hedge fund investments:

$11.4 BILLION

Deliver for pensions:

$5.9 BILLION

Deliver for colleges:

$578 MILLION

Deliver for nonprofits:

$4.9 BILLION

Private credit to business

$2.3 BILLION

Retirement Plans

Deliver for pensions:

$5.9 BILLION

AT LEAST 22

retirement plans invest in hedge funds including:
State of Wisconsin Investment Board

$262 MILLION for

648,486 plan participants

Employees' Retirement System of the City of Milwaukee

$560 MILLION for

29,097 plan participants

Milwaukee County Employees' Retirement System

$143 MILLION for

12,855 plan participants

Colleges & Universities

Deliver for colleges:

$578 MILLION

AT LEAST 9

colleges and universities invest in hedge funds including:
University of Wisconsin System

$189 MILLION for

127,865 Students

Marquette University Endowment

$234 MILLION for

11,350 Students

Lawrence University Endowment

$94 MILLION for

1,483 Students

Foundations & Nonprofits

Deliver for nonprofits:

$4.9 BILLION

AT LEAST 15

foundations and nonprofits invest in hedge funds including:
Wisconsin Alumni Research Foundation

$777 MILLION

ProHealth Care

$107 MILLION

Lynde & Harry Bradley Foundation

$133 MILLION

WI, State Sheet, MFA, 2023.03.23 document preview

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Unless otherwise noted, all hedge fund investment data is sourced and licensed from Preqin's alternative asset database as of March 2023 or publicly available, federal datasets. Sources for additional information included on this website are noted where the data appears.

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