BOI Board Room

Annual Report FY17

The Montana Board of Investments (Board) is honored to submit its Annual Report for the fiscal year ending June 30, 2017. 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.

FY2017 Annual Report
FY2017 Annual Report

FY2017 Portfolio
FY2017 Unified Investment Program Financial Statement
FY2017 Enterprise Fund Financial Statement

If you would like to request a printed copy of the Montana Board of Investments Annual Report, please contact:

Dana Chapman
Office Manager - Board Secretary
Phone: 406-444-0002

Feedback, suggestions, or questions are welcome and can be directed to:

Dan Villa
Executive Director

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


Dan Villa
Executive Director

     Lindsay Ford
     Executive Assistant | Board Secretary

     Sue Tinsley
     Office Manager



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