17-6-230. Reports on retirement system trust fund investments and benefits. (1) As soon as practical after the end of each calendar year, the board of investments shall publish a report on each retirement system trust fund invested by the board. The report may be part of an annual report required pursuant to Article VIII, section 13, of the Montana constitution or 17-5-1650 but must summarize the following with respect to each retirement system trust fund:
(a) asset allocation;
(b) past and expected investment performance;
(c) investment goals and strategies; and
(d) Montana public employees' retirement system investments and performance compared with the public employees' retirement system investments and performance in other states.
(2) The board of investments shall annually at a public meeting present the report described in subsection (1) to the public employees' retirement board provided for in 2-15-1009 and the teachers' retirement board provided for in 2-15-1010. The board shall also provide the report to the legislature pursuant to 5-11-210 and to the state administration and veterans' affairs interim committee.
History: En. Sec. 1, Ch. 285, L. 2007; amd. Sec. 4, Ch. 155, L. 2013.
Structure Montana Code Annotated
Chapter 6. Deposits and Investments
17-6-201. Unified investment program -- general provisions
17-6-202. Investment funds -- general provisions
17-6-203. Separate investment funds
17-6-204. Short-term investment of local government funds
17-6-205. Long-term investment of local government funds
17-6-207. Investment of state cabin site sales
17-6-208. through 17-6-210 reserved
17-6-211. Preference to in-state investment firms -- commitment agreement with board of housing
17-6-212. State purchase of general fund warrants
17-6-213. Redemption of bonds before maturity
17-6-214. through 17-6-220 reserved
17-6-221. Handling securities -- custody of mortgages and repurchase agreements
17-6-223. and 17-6-224 reserved
17-6-225. Loans to petroleum tank release compensation board
17-6-226. through 16-6-229 reserved
17-6-230. Reports on retirement system trust fund investments and benefits