INVESTMENT BOARD

An Inventory of Its Miscellaneous Files and Published Records at the Minnesota Historical Society

Government Records

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Creator:Minnesota. State Board of Investment.
Title:Miscellaneous Files and Published Records.
Dates:1907-2015.
Language:Materials in English.
Abstract:Assorted records documenting the duties and activities of the Investment Board, particularly in relation to certificates of indebtedness, state bond sales and transfers, state trust funds, 1918-1919 purchase of liberty bonds owned by forest fire sufferers, school fund, Department of Rural Credit bond sales, state auditor reports, investment performance, and budget.
Quantity:2.0 cubic feet (2 boxes).
Location: See Detailed Description for shelf locations.

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Availability:

The collection is open for research use.

Preferred Citation:

[Indicate the cited item and/or series here]. Minnesota. State Board of Investment. Miscellaneous files and published records. Minnesota Historical Society.

See the Chicago Manual of Style for additional examples.

Accession Information:

Accession number(s): None; 991-89; 998-20; 2009-7; 2017-49

Processing Information:

NHPRC logo

Processing and cataloging of this collection was supported with a Basic Project grant awarded by the National Historical Publications and Records Commission (NHPRC).

Catalog ID number: 001713478


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DETAILED DESCRIPTION

Location
110.C.9.1BCertificates of Indebtedness, 1934-1957. 27 folders.
Certificates of indebtedness for various state funds and projects with related correspondence and authorizations.
Rural Credit Bond Sale and Transfer, 1939.
Contains an analysis of the Rural Credit Department's bond structure and cash requirements.
Mandamus Suit, Permanent School Fund, 1940-1942.
Correspondence and court documents regarding a suit brought by two taxpayers of the St. Louis Park school district against the Department of Education, the State Treasurer, and the State Auditor to compel distribution of profits accrued to the state's permanent school fund.
Statements of Fund Balances, 1936-1947. 2 folders.
Statements, primarily monthly, of bond purchases, bond redemptions, and balances in each of the state's trust funds.
Poor Fund Loans, 1935, 1938.
Liberty Bond Purchases, 1918-1919, 1941.
At its meeting of October 23, 1918, the Board of Investment resolved to purchase liberty bonds held by sufferers from forest fires in northern Minnesota who needed to raise cash to rebuild homes or businesses; selected correspondence documenting general policies and procedures by which these purchases were carried out.
H.R. 13052: Assumption of Bonded Debt, 1930-1931.
Sales of Bonds of Permanent School Fund, 1945-1946.
Minnesota Bonds, circa 1913-1930s. 10 folders.
Offerings of bonds of Minnesota counties, municipalities, and school districts; organized by county.
Miscellany, 1907, 1975-1989. 2 folders.
Includes laws governing loans to municipalities, 1907; discussions of the board's policy on voting proxies, 1977; and reports of the Investment Advisory Council's Task Force on Retirement Fund Objectives, 1989.
State Auditor. Special Report on State Board of Investment, October 27, 1980.
Report of a special study on the investment and management practices of the board, principally focused on the Post-Retirement Fund.
Location
120.G.4.6FState Board of Investment: Investment Performance, February 24, 1978.
Minnesota State Board of Investment: Performance Results, Fund Summaries, June 30, 1981.
Minnesota State Board of Investment: Report, August 1981.
Investment Options: Minnesota Supplemental Investment Fund, Prospectus, April 1, 1986.
Legislative Auditor Report on State Board of Investment, Fiscal Year Ending June 30, 1999, February 10, 2000.
Executive Director Evaluation, Fiscal Year 1999, Fiscal Year 2000.
Quarterly Report of Staff Investments, 1999-2000.
Minnesota State Board of Investment: Investment Performance Review, March, September, December 1999; June, September 2000; June 30, 2002; June 2011-September 2015. 6 folders and 18 volumes.
Management and Budget Plan, FY2003.
Investment Board Report, circa 2010.

Expand/CollapseCATALOG HEADINGS

This collection is indexed under the following headings in the catalog of the Minnesota Historical Society. Researchers desiring materials about related topics, persons or places should search the catalog using these headings.

Topics:
Bonds -- Minnesota.
Disaster relief -- Minnesota -- Finance.
Forest fires -- Minnesota.
Investment of public funds -- Minnesota.
Liberty bonds -- Minnesota.
Local finance -- Minnesota.
Special funds -- Minnesota.
Organizations:
Minnesota. State Auditor.
Minnesota. Department of Rural Credit -- Appropriations and expenditures.

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