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.

Request for Proposal (RFP)
The following is RFP Information only.
For further information regarding Board of Investments or its Programs,
please see the "Contact Us" page.

The Montana Board of Investments is soliciting proposals from hedge fund of funds managers who actively manage multi manager hedge funds through separately managed accounts or commingled fund of funds.
 
The firms should have extensive experience in actively managing multi manager hedge funds through separately managed accounts or commingled fund of funds.  Respondents should have at least a 5 year track record in the strategy(s) being proposed and a minimum of $3.5 billion of assets under management in actively managed, multi manager hedge funds through separately managed accounts or commingled fund of hedge funds.

  If you would like to participate in the search, you will find the
Request for Proposal (RFP) on the State of Montana, State Procurement Bureau

website at: http://gsd.mt.gov/osbs/Default.asp in the Financial Services category.
Offerors should check this website frequently.
Addenda, and/or any other information relative to this RFP, will be posted to this website address.

Responses must be received by the Point of Contact by:
September 19, 2008 at 2:00 PM Mountain Standard Time.

From the date this RFP is issued until an offeror(s) is selected and the selection is announced by the procurement officer, offerors are not allowed to communicate with any state staff or officials regarding this procurement, except at the direction of JILL LOTTER, the procurement officer in charge of the solicitation.  Any unauthorized contact may disqualify the offeror from further consideration.  Please do not contact RV Kuhns & Associates for specific details of the search.    Any unauthorized contact may disqualify the offeror from further consideration.

Contact information for the single point of contact is as follows:
Procurement Officer:  Jill Lotter
Address:  Room 165, Mitchell Building
P.O. Box 200135
Helena, MT  59620-0135
Telephone Number:  (406) 444-3315
Fax Number:  (406) 444-2529
E-mail Address:  jlotter@mt.gov

Montana Board of Investments Annual Report
The Montana Board of Investments Fiscal Year 2007 Annual Report was posted to this website for public access on December 26, 2007. It is also available in print by request. For additional information, please contact Kim Dallas at 406-444-0002 or by email at kdallas@mt.gov.

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 meeting information and the website.

This 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.