Policies
CHAPTER 10 - BOARD OF INVESTMENTS
10.110 Governance, Quorum and Voting
10.120 Meetings, Minutes, and Agendas
10.140 Work and Education Plan
10.160 Board Committees Established
10.161 Audit Committee Charter
10.162 Human Resources Committee Charter
10.217 Staff Authorization for Investment Managers
10.250 Securities and Litigation
10.251 Decision Criteria to Pursue Litigation
10.300 Custodial Bank and Investment Consultant Selection
10.500 Coal Tax Trust Loan Policies
CHAPTER 20 - ETHICS AND INTERNAL CONTROLS
20.200 Travel, Lodging, and Meals
20.300 Confidentiality and Use of Position
20.400 Internal Control Policy
CHAPTER 30 - STAFF
30.220 Communications Delegation
30.230 Investment Manager Contracts
30.241 Legal Services and Approved Counsel
30.251 Class Action Litigation
30.400 Chief Investment Officer
CHAPTER 40 - INVESTMENTS
40.100 Investment Policy Statements
40.200 Consolidated Asset Pension Pool Investment Policy Statement
40.201 Montana Public Retirement Plans Asset Allocation Ranges
40.202 CAPP Investment Objectives and Guidelines Domestic Equities Asset Class
40.203 CAPP Investment Objectives and Guidelines International Equities Asset Class
40.204 CAPP Investment Objectives and Guidelines Private Investments Asset Class
40.205 CAPP Investment Objectives and Guidelines Real Assets Asset Class
40.206 CAPP Investment Objectives and Guidelines Real Estate Asset Class
40.207 CAPP Investment Objectives and Guidelines Core Fixed Income Asset Class
40.208 CAPP Investment Objectives and Guidelines Non-Core Fixed Income Asset Class
40.209 CAPP Investment Objectives and Guidelines Cash Asset Class
40.300 MT Public Employees Retirement System Defined Contribution Disability Plan Investment Policy Statement
40.500 Trust Funds Investment Pool Investment Policy Statement
40.501 Trust Funds Investment Pool Allocation Ranges
40.502 TFIP Investment Objectives and Guidelines Real Estate Asset Class
40.503 TFIP Investment Objectives and Guidelines Non-Core Fixed Income Asset Class
40.504 TFIP Investment Objectives and Guidelines Investment Grade Fixed Income Asset Class
40.505 TFIP Investment Objectives and Guidelines Real Assets Asset Class
40.600 Short-Term Investment Pool Investment Policy Statement
40.601 Investment Objectives and Guidelines STIP
40.602 Investment Objectives and Guidelines STIP Reserve
40.700 Montana State Fund Investment Policy Statement
40.701 Montana State Fund Investment Pool Allocation Ranges
40.702 MSF Investment Objectives and Guidelines Public Equity Asset Class
40.703 MSF Investment Objectives and Guidelines Real Estate Asset Class
40.704 MSF Investment Objectives and Guidelines High Yield Asset Class
40.705 MSF Investment Objectives and Guidelines Investment Grade Fixed Income Asset Class
40.706 MSF Investment Objectives and Guidelines Real Assets Asset Class
40.800 Coal Severance Tax Investment Policy Statement
40.801 Coal Severance Tax Trust Distributions
40.802 Investment Objectives and Guidelines Coal Severance Tax Bond Fund
40.803 CST Investment Objectives and Guidelines Montana Coal Endowment Fund
40.804 CST Investment Objectives and Guidelines Montana Coal Endowment Regional Water System Fund
40.805 CST Investment Objectives and Guidelines School Facilities Fund
40.806 CST Investment Objectives and Guidelines Big Sky Economic Development Fund
40.807 CST Investment Objectives and Guidelines Coal Severance Tax Permanent Fund
40.808 CST Investment Objectives and Guidelines Montana Coal Endowment Conservation District Fund
40.900 Separately Managed Accounts Investment Policy Statements
40.901 SMA Investment Objectives and Guidelines Noxious Weed Management Trust Fund
40.902 SMA Investment Objectives and Guidelines Belt Water Treatment Plant Fund
40.903 SMA Investment Objectives and Guidelines Abandoned Mine Land Reclamation Trust
40.904 SMA Investment Objectives and Guidelines Clark Fork Site Response Action Fund
40.905 SMA Investment Objectives and Guidelines Montana Pole Superfund Site Settlement Fund
40.906 SMA Investment Objectives and Guidelines Streamside Tailing Operable Settlement Fund
40.907 SMA Investment Objectives and Guidelines Upper Blackfoot Response Action Restoration Fund
40.908 SMA Investment Objectives and Guidelines Zortman/Landusky Long Term Water Fund
40.909 SMA Investment Objectives and Guidelines Zortman/Landusky Long Term Water Trust
40.910 SMA Investment Objectives and Guidelines Coal Tax Park Trust Fund
40.911 SMA Investment Objectives and Guidelines Fish, Wildlife, & Parks Mitigation Trust Fund
40.912 SMA Investment Objectives and Guidelines Real Property Trust Fund
40.913 SMA Investment Objectives and Guidelines Wildlife Habitat Trust Fund
40.914 SMA Investment Objectives and Guidelines Endowment for Children
40.915 SMA Investment Objectives and Guidelines Older Montanans Trust Fund
40.916 SMA Investment Objectives and Guidelines Tobacco Trust Fund
40.917 SMA Investment Objectives and Guidelines Butte Area One Restoration Fund
40.918 SMA Investment Objectives and Guidelines Clark Fork Restoration Fund
40.919 SMA Investment Objectives and Guidelines East Helena Compensation Fund
40.920 SMA Investment Objectives and Guidelines Smelter Hill Uplands Restoration Fund
40.921 SMA Investment Objectives and Guidelines Upper Clark Fork River Basin Reserve Fund
40.922 SMA Investment Objectives and Guidelines Upper Clark Fork River Basin Restoration Fund
40.923 SMA Investment Objectives and Guidelines Public-School Trust
40.924 SMA Investment Objectives and Guidelines Resource Indemnity Trust Fund
40.925 SMA Investment Objectives and Guidelines Cultural Trust Fund
40.926 SMA Investment Objectives and Guidelines Montana Historical Society Trust Funds
40.927 SMA Investment Objectives and Guidelines Harold Hamm Endowment
40.928 SMA Investment Objectives and Guidelines Potter Trust Fund
40.929 SMA Investment Objectives and Guidelines Butte Area Redevelopment Trust Authority
40.930 SMA Investment Objectives and Guidelines Barker Hughesville St Response
40.931 SMA Investment Objectives and Guidelines Flying J CERCA Facilities Fund
40.932 SMA Investment Objectives and Guidelines Libby Asbestos Site State Cost
40.933 SMA Investment Objectives and Guidelines Luttrill Pit – Doper & Maint
40.934 SMA Investment Objectives and Guidelines Invasive Species Trust Fund
40.935 SMA Investment Objectives and Guidelines Greenway Project Trail Maintenance Fund
40.936 SMA Investment Objectives and Guidelines 2011 Yellowstone Exxon Settlement Fund
40.937 SMA Investment Objectives and Guidelines Montana University System Group Insurance
40.938 SMA Investment Objectives and Guidelines Montana University System Workers Compensation
40.939 SMA Investment Objectives and Guidelines State Employee Group Benefits
40.940 SMA Investment Objectives and Guidelines Montana State University – Bozeman
40.941 SMA Investment Objectives and Guidelines Montana Tech
40.942 SMA Investment Objectives and Guidelines University of Montana – Missoula
40.943 SMA Investment Objectives and Guidelines State Treasurer’s Fund
40.944 SMA Investment Objectives and Guidelines Fish, Wildlife, & Parks General License Account
40.945 SMA Investment Objectives and Guidelines Lubrecht Experimental Forest
40.946 SMA Investment Objectives and Guidelines Kyiyo Pow Wow
40.947 SMA Investment Objectives and Guidelines Hail Insurance Fund
40.948 SMA Investment Objectives and Guidelines End of Watch Trust
40.949 SMA Investment Objectives and Guidelines Montana State Library Trust
40.950 SMA Investment Objectives and Guidelines Montana Housing Infrastructure Revolving Loan Fund
40.951 SMA Investment Objectives and Guidelines State of Montana Workforce Housing Fund
40.952 SMA Investment Objectives and Guidelines Debt and Liability Free Account
40.953 SMA Investment Objectives and Guidelines Old Fund Liability Defeasance Fund
40.954 SMA Investment Objectives and Guidelines Repayment Account
40.955 SMA Investment Objectives and Guidelines Real Estate Investment Service Account
CHAPTER 70 - MONTANA SPECIFIC INVESTMENTS
70.110 Montana University System INTERCAP Agreements
70.720 Commercial Loan Program
70.730 Infrastructure Loan Program
70.740 Value Added Loan Program
70.751 Montana Housing Infrastructure Revolving Bond Program
70.752 Montana Housing Infrastructure Revolving Loan Program
70.760 Intermediary Relending Loan Program
CHAPTER 90 - CONTINUITY OF OPERATIONS
90.300 Executive Director Continuity
90.400 Chief Investment Officer Continuity
CHAPTER 100 - CONSTITUTIONAL AND STATUTORY REFERENCES