Overview
Montana state investment organization serving pension, trust, and treasury clients.1
Invests public assets to support state retirement systems and other public beneficiaries.1
Investment program
- Estimated AUM
- $29.6B as of Jun 30, 20253
- Capital pool
- State investment board2
- Investment model
- Not listed yet4
- Investment approach
- Not listed yet4
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: venture capital, infrastructure, fixed income.4
- Performance
- Not listed yet
- Governance
- Short Term Investment Program The Board's Short Term Investment Pool (STIP) is a highly liquid investment fund available to state and local governments to serve their short-term cash flow and deposit needs.4
- Investment team
- Not listed yet4
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 4, 2026 · Verified
Sources
Last verified Jul 4, 2026 from public career and organization materials.
Fact notes
- Annual report (investmentmt.com)Parent organization overview, Pool purpose · checked Jul 4, 2026
- Manual research (investmentmt.com)Institution type, Capital pool, Headquarters · checked Jul 4, 2026
- Annual report (investmentmt.com)Estimated AUM · checked Jul 4, 2026
- Website (investmentmt.com)Investment model, Investment approach, Asset allocation, Governance, Investment team · checked Jul 4, 2026
- Website (investmentmt.com)Investment office page · checked Jul 4, 2026
Reports and filings
- Annual reportAnnual report · checked Jul 4, 2026
- Montana state investment organization serving pension, trust, and treasury clients.Annual report · checked Jul 4, 2026
Profile and job sources
- Manual research (investmentmt.com)Manual research · checked Jul 4, 2026
- Website (investmentmt.com)Website · checked Jul 4, 2026
- Website (investmentmt.com)Website · checked Jul 4, 2026
- Primary job/profile sourceJob posting · checked Jul 4, 2026