Asset Owner Directory

Montana Board of Investment

The Montana Board of Investments provides prudent investment management of state and local government funds

Country

United States

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$29

Performance (%, 1YR)

9.07

Chief Executive

Dan Villa

Chief Investment Officer

Jon Putnam

Chair

Jeff Meredith

Asset allocation

27.3% Domestic Equities

16.8% Private Investments

14% International Equities

14.5% Core Fixed Income

12.1% Real Estate

7% Non-Core Fixed Income

6% Real Assets

2.4% Cash

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