Welcome to the Board of Investments Website

In addition to our investment responsibilities, one of the main goals of the Board is to provide creative solutions to financial issues facing new and expanding businesses in the state of Montana. To accomplish this goal, the Board administers a number of different loan programs that can be specifically tailored to meet an individual business’s or local government’s needs.

The Montana Board of Investments web site has been designed to provide easy access to pertinent information about the various loan programs, application forms that can be downloaded and filed either electronically or by regular mail, names and telephone numbers of individuals to contact for additional information, and information about regular meetings of the Board.

Loan and Investment Programs
The Board of Investments administers a variety of financial assistance and investment programs. These programs are designed to stimulate economic development by assisting the private sector and local governments in financing new or expanded businesses as well as infrastructure development. Programs include the In-state Loan Program to help finance new or expanded 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.

Montana Board of Investments Annual Report
The Montana Board of Investments Fiscal Year 2009 Annual Report was posted to this website for public access on December 15, 2009. It is also available in print by request. For additional information, please contact the Montana Board of Investments at 406-444-0001.

Joint Issues Committee
The Joint Issues Committee consists of two representatives from the Board of Investments, Teachers' Retirement Board, and the Public Employees' Retirement Board. The purpose of this committee is to meet at least annually to coordinate and understand the needs and challenges of each board. This committee will be the conduit for working together, sharing information, and processing ideas. Please click here for committee and meeting information.