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REGULAR BOARD MEETING April 20, 2022 COMMITTEE MEETINGS A. Audit Committee Maggie Peterson, Chair 9:30 AM 1. Public Comment Public Comment on issues with Committee Jurisdiction 2. Approval of February
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The Montana Board of Investments is a state agency responsible for managing the investment of public funds, including pension funds and other state assets to ensure their growth and sustainability.
Entities that manage funds on behalf of state agencies or public retirement systems, as well as investment managers involved with public funds in Montana, are required to file the necessary documentation with the Montana Board of Investments.
To fill out the Montana Board of Investments forms, stakeholders should collect relevant financial data and investment details, and follow the specific instructions provided in the filing guidelines issued by the Board, typically available on their website.
The purpose of the Montana Board of Investments is to ensure the effective and responsible management of state investment funds, aiming to maximize returns while minimizing risks for the benefit of public pension plans and state financial stability.
Information that must be reported includes investment performance, asset allocations, fees, and any relevant risk assessments pertaining to the management of the funds.
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