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DocuSign Envelope ID: E4BBF90DAB4E4B7DB4D7A6E6BD9550CFDRAFTPending Approval August 18, 2020MONTANA BOARD OF INVESTMENTS SPECIAL BOARD MEETING CONFERENCE CALL 2401 Colonial Drive, 3rd Floor Helena,
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Access the official Montana Board of Investments website
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Download the necessary forms for filling out the application
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Fill in all required information accurately and completely
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Submit the completed application along with any supporting documents to the Board of Investments

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The Montana Board of Investments is a state agency responsible for managing the state's investment funds, including the pension funds of public employees, investments of various state funds, and overseeing the investment policies for maximizing returns while minimizing risks.
Entities that manage or invest state funds or those that have investment performance reporting obligations to the state, such as financial institutions involved with state-managed funds, are required to file with the Montana Board of Investments.
To fill out the Montana Board of Investments forms, one must follow the specific instructions provided by the agency, which usually includes gathering required financial data, filling out the forms in accordance with state guidelines, and submitting them by the designated deadline.
The purpose of the Montana Board of Investments is to ensure the prudent management of state investment funds, aiming to provide secure and stable returns for state employees and other beneficiaries while adhering to policies of accountability and transparency.
The information that must be reported includes financial performance data, investment holdings, compliance with investment policies, and any relevant changes in management or strategy related to the state investment funds.
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