Montana Board of Investments
Overview
The Montana Board of Investments is a state agency responsible for managing investment portfolios for Montana's public entities. Established in 1972, it operates under the Department of Commerce and functions as an independent, quasi-judicial board with full and final authority over its two major responsibilities: the Unified Investment Program and the In-State Investment Program. The Board's mission is to prudently manage the state's financial assets, including pension funds, trust funds, insurance reserves, state operating funds, and certain local government funds. It also administers various loan and infrastructure programs for new and expanding businesses, as well as low-interest loans to eligible governments for a variety of projects. The Board is committed to employing proven, long-term investment strategies and finding creative solutions to financial issues facing government entities and new and expanding businesses in the state. It also emphasizes transparency by providing specific and quantifiable information, including board meetings, annual reports, policies, program descriptions, performance measures, and portals to access programs.
Investment Focus
- Investments must align with Montana's economic development goals
- Preference for investments that benefit Montana's public entities
- Compliance with state laws and regulations
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Montana Board of Investments
What sectors does Montana Board of Investments invest in?
Montana Board of Investments invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Helena, United States. Montana Board of Investments is listed as a institutional investor in the ConnectSafely investor database.
What stage does Montana Board of Investments invest at?
Montana Board of Investments backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Montana Board of Investments invest in?
Montana Board of Investments invests across United States.
Who are the partners at Montana Board of Investments?
Team members listed for Montana Board of Investments include Cort Jensen (Chief Attorney) and Peggy MacEwen (Chief Operating Officer).
What companies has Montana Board of Investments invested in?
Montana Board of Investments's portfolio includes First Interstate Bank, Montana State University, Montana Power Company, Great Falls Clinic, Montana Rail Link, Billings Clinic, NorthWestern Energy and Mosaic Medical.
How do I contact Montana Board of Investments?
Montana Board of Investments's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
