Series 10: Subseries 2: Portfolio Performance Annual Reports

These materials were previously organized as Archives Series 306: Portfolio Performance Quarterly Report, 1971-1996. Reports provided by the investment service which manages the University of Wisconsin--Eau Claire Foundation's securities, indicating the long-term investment record for the Foundation. Includes inventories of securities held by the Foundation and sales and purchases of stock. Many quarterly and monthly reports were weeded out of this series, when annual reports were available. During the 2000s, many of the funds were under the umbrella of Morgan Stanley.

Box 51 Folder 1:Wright Investors’ Service Annual Reports, 1971-1974
Box 51 Folder 2:Wright Investors’ Service Annual Reports, 1975-1979
Box 51 Folder 3:Wright Investors’ Service Annual Reports, 1980-1983
Box 51 Folder 4:Wright Investors’ Service Annual Reports, 1984
Box 51 Folder 5:Comparative Analysis of UW-EC Foundation’s Portfolio Performance & Investment Securities, 1983
Box 51 Folder 6: “Where do we go from Here?” booklet by John Wright, 1981-1983
Box 51 Folder 7:Investment Management and the Approved Wright Investment List, ca. 1976-1983
Box 51 Folder 8:Thompson, Plumb & Associates, Inc. Portfolio Evaluation Reports, 1993-1995
Box 51 Folder 9:Thompson, Plumb & Associates, Inc. Portfolio Evaluation Reports, 1996
Box 51 Folder 10:Thompson, Plumb & Associates, Inc. Portfolio Evaluation Reports, 1997-1999
Box 51 Folder 11:Thompson, Plumb & Associates, Inc. Portfolio Evaluation Annual Reports, 2000
Box 51 Folder 12:Thompson, Plumb & Associates, Inc. Portfolio Evaluation Annual Reports, 2001
Box 51 Folder 13:Thompson, Plumb & Associates, Inc. Portfolio Evaluation Reports, 2002
Box 51 Folder 14:Thompson, Plumb & Associates Correspondence, 2000-2004
Box 51 Folder 15:Kopp Investments/Merrill Lynch Statements and Reports (1 of 2), 1997-2002
Box 51 Folder 16:Kopp Investments/Merrill Lynch Statements and Reports (2 of 2), 1997-2002
Box 51 Folder 17:Kopp Investments/Merrill Lynch, 2000-2011
Box 51 Folder 18:Firstar/U.S. Bank Statements and Reports (1 of 3), 1997-2002
Box 51 Folder 19:Firstar/U.S. Bank Statements and Reports (2 of 3), 1997-2002
Box 51 Folder 20:Firstar/U.S. Bank Statements and Reports (3 of 3), 1997-2002
Box 51 Folder 21:Commonfund Statements and Reports, 2000-2002
Box 51 Folder 22:Commonfund Correspondence, Studies, and Reports, 2000-2002
Box 51 Folder 23:Vanguard Statements and Reports, 2000-2002
Box 51 Folder 24:Reports on Investment Managers, Gains/Losses on Investments, 1997-2002
Box 51 Folder 25:Wipfli Hewins Investment Advisors Quarterly Investment Reports, 2007-2008
Box 51 Folder 26:UW Foundation FY12 – Charitable Remainder Trust, 2011-2012
Box 51 Folder 27:Charles Schwab, 2003-2009
Box 51 Folder 28:Clearwater Fund/Student Portfolio Projects, 2005-2013
Box 52 Folder 1:Fidelity Investments, 1999-2004
Box 52 Folder 2:Geneva Capital Management, 2012-2013
Box 52 Folder 3:Global Payments, 2002-2009
Box 52 Folder 4:Millennium Strategic Capital, 2012-2013
Box 52 Folder 5:Skybridge Multi-Adviser Hedge Fund, 2012-2013
Box 52 Folder 6:TPG Specialty Lending Onshore Feeder Fund, 2011-2012
Box 52 Folder 7:UBS Financial Services, 2003-2009
Box 52 Folder 8:United Bank, 2003-2001
Box 52 Folder 9:Crossroads FY12, 2011-2012
Box 52 Folder 10:Edgewood FY12, 2011-2012
Box 52 Folder 11:Lighthouse, 2009-2013
Box 52 Folder 12:HGK MGR., 2010-2012
Box 52 Folder 13:TCW/Medwest (1 of 2), 2009-2013
Box 52 Folder 14:TCW/Medwest (2 of 2), 2009-2013
Box 52 Folder 15:ACL FY12, 2011-2012
Box 52 Folder 16:Graystone Consulting Quarterly Reports, 2012-2013
Box 52 Folder 17:Morgan Stanley/Greystone Consulting/Investment Committee (1 of 2), 2009-2012
Box 52 Folder 18:Morgan Stanley/Greystone Consulting/Investment Committee (2 of 2), 2009-2012
Box 52 Folder 19:Morgan Stanley (includes: Jennison, J.P. Morgan, Kennedy, The Townsend/Townsquare Group), 2013
Box 52 Folder 20:Morgan Stanley Money Market FY12 and Morgan Stanley, 2011-2012
Box 52 Folder 21:Orion, 2009-2012
Box 52 Folder 22:Richmond Capital Management (1 of 2), 2005-2013
Box 52 Folder 23:Richmond Capital Management (2 of 2), 2005-2013