Montana Board of Investments Overview
- Type
-
Public Pension Fund
- Founded
-
1972
- Professionals
-
12
- AUM
-
000.0
- Commitments
-
338
Montana Board of Investments General Information
Description
Montana Board of Investments (Montana BOI) is a public pension fund based in Helena, Montana. Established in 1972, the pension fund administers a variety of financial assistance and investment programs. Programs include the in-state loan program to help finance new or expanding businesses, the INTERCAP program that provides loans to local governments, the Short Term Investment Pool (STIP) that allows state agencies and local governments short term investment opportunities, and the Unified Investment Program that invests and manages all state investment funds including state pension funds. The assets of the pension fund are managed by the executive management team.
Contact Information
Website
www.investmentmt.com
Year Founded
1972
Commitment Size
0000000000
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Public Pension Fund
Primary Contact
000 000000
Title
Chief Investment Officer
Email
000000000@000000000000.000
Phone
+0 (000) 000-0000
Primary Office
- 2401 Colonial Drive, 3rd Floor
- Post Office Box 200126
- Helena, MT 59620
- United States
+1 (406) 000-0000
Montana Board of Investments Commitments (338)
| Fund Name | Fund Manager | Fund Location | Vintage | Fund Size | Commitment Date | Commitment |
|---|---|---|---|---|---|---|
| 00000000 00000000 00000 | Sterling Organization | West Palm Beach, FL | 2022 | 00000 | 0000-00-00 | 0000 |
| 0000000000000 000000000 | 0000000000000 | New York, NY | 2022 | 00000 | 0000-00-00 | |
| 0000000000 0000000 0 | 0000000000 00000 | Palo Alto, CA | 2022 | 00000 | 0000-00-00 | 0000 |
| 000000000000 00000000 0 | 000000000000 000 | New York, NY | 2021 | 00.00 | 0000-00-00 | 0000 |
| 0000000000 000000000 00 | 0000000000 00000 | Los Angeles, CA | 2021 | 00000 | 0000-00-00 |
Montana Board of Investments Commitment Analytics
Commitments by Fund Type
Commitments by Region
Montana Board of Investments Mandates (10)
| Fund Type | Mandate Amount | Announced Date | Timeframe |
|---|---|---|---|
| Buyout | 00-000-0000 | 01-Jan-2019 to 31-Dec-2019 | |
| 000000 | 00-000-0000 | 01-Jan-2018 to 31-Dec-2018 | |
| 0000 000000 - 0000000 | 0000 | 00-000-0000 | 19-Aug-2014 to 19-Aug-2014 |
| 0000 000000 - 0000000 | 0000 | 00-000-0000 | 21-May-2014 to 21-May-2014 |
| 0000 000000 - 0000000 | 0000 | 00-000-0000 | 21-Feb-2014 to 21-Feb-2014 |
Montana Board of Investments Investment Allocations
-
Target PE:Current PE:42.00 % Actual
-
Target Real Estate:Real Estate:42.00 % Actual
-
Target Equities:Current Equities:
-
Target Fixed Income:Fixed Income:
-
Target Cash:Current Cash:
Montana Board of Investments Team (31)
| Name | Title | Office |
|---|---|---|
| Jon Putnam | Chief Investment Officer | Helena, MT |
| Peggy MacEwen | Deputy Director | Helena, MT |
| John Romasko | Director of Fixed Income | Helena, MT |
| Michael Nguyen | Director of Private Equity | Helena, MT |
| Ethan Hurley | Director of Real Estate/Natural Resources | Helena, MT |
Montana Board of Investments Board Members (10)
| Name | Representing | Role | Since |
|---|---|---|---|
| Jack Prothero | Montana Board of Investments | Board Member | 000 0000 |
| Jon Satre | Montana Board of Investments | Board Member | 000 0000 |
| Karl Englund JD | Montana Board of Investments | Chairman of the Board | 000 0000 |
| Teresa Cohea | Montana Board of Investments | Board Member | 000 0000 |