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Bookmark or Share- North Dakota Legacy Fund | The Office of North Dakota State TreasurerThe Legacy Fund was created as Article X, Section 26, of the Constitution of North Dakota. The investment of the Legacy Fund is under the purview of the Retirement and Investment Office. To view monthly financial statements for the fund, please visit RIO's website .
- More than $395 million of Legacy Fund invested in North DakotaBISMARCK, ND – The Retirement and Investment Office (RIO) says more than $395 million in Legacy Fund assets are committed to or invested in North Dakota as of Dec. 31, 2023, highlighting the substantial progress the state’s in-state investment program has made in less than three years.
- Legacy Fund | Retirement Investment OfficeRIO says more than $395 million in Legacy Fund assets are committed to or invested in North Dakota as of Dec. 31, 2023, highlighting the substantial progress the state’s in-state investment program has made in less than three years.
- North Dakota Legacy Fund - The Office of North Dakota State TreasurerThe 68th Legislative Session updated the definition of earnings to reflect 7% of the 5 year average valuation of the fund and directed the earnings to flow into the Legacy Earnings Fund. The transfer for the 2021-2023 biennium was $486,568,637. The investment of the Legacy Fund is under the purview of the Retirement and Investment Office.
- NORTH DAKOTA LEGACY FUND INVESTMENT POLICY STATEMENT 1. PLAN ...The legacy fund defers the recognition of 30 percent of this revenue for the benefit of future generations. The primary mission of the legacy fund is to preserve the real inflation-adjusted purchasing power of the money deposited into the fund while maximizing total return for a prudent level of risk. 3.
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