BOI Board Room

Annual Report

The Montana Board of Investments (Board) is honored to submit its Annual Report for the fiscal year ending June 30, 2019. This report, required by law, discloses investment performance for the past fiscal year, summarizes the in-state investment activities of the Board, and provides public access to audited financial statements.  Unless otherwise noted, all references to years in this report are state fiscal years beginning July 1 and ending June 30.

FY2019 Annual Report
FY2019 Portfolio
FY2019 Unified Investment Program Financial Statements
FY2019 Enterprise Fund Financial Statements


If you would like to request a printed copy of the Montana Board of Investments Annual Report, please contact our front office at (406) 444-0001.

2401 COLONIAL DR, 3RD FLOOR | PO BOX 200126 | HELENA, MT 59620-0126 | P: 406.444.0001 | F: 406.449.6579 | TDD: 406.841.2702

We use cookies. We want to make our website more user-friendly and continuously improve it. If you continue to use the website, you agree to the use of cookies.