The MOA Trust Fund was created in May 1999 after Anchorage voters approved the sale of Anchorage Telephone Utility. This site provides residents with background information as well as current information relating to the Trust.

Long Term Objective of the MOA Trust Fund
The investment objective of the Trust is to maintain the purchasing power of the Corpus and to maximize rates of return over time by utilizing a balanced investment approach, investing in both equity and fixed income instruments, within prudent levels of risk.

Contact Information
Daniel Moore, Municipal Treasurer mooreda@muni.org

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What's New

• Alternative Investment Strategies for MOA Trust - Materials presented at 6/16/06 Assembly Worksession.

  	--Overview
  	--Detail

Endowment Explained

• Breakout of 5% endowment model calculation 
• Why a 5% cap?
• Information from Callan Associates
  

  	Excerpts from consultant
  	Briefing to Assembly regarding endowment model (8/01)

Municipal Charter (rev. 4/02)

Municipal Code (rev. 10/06) 

Investment Policy Stmt. (rev. 8/07) 

Performance

Treasurer

• 2/29/08 Monthly 1-page market value summary 
• 12/31/07 Quarterly 10-page profile-graphics & tables 
• 2006 Annual Report from Treasurer
• 2005 Annual Report from Treasurer

Investment Advisory Commission (IAC)

• 2006 Annual Report from IAC
• 2005 Annual Report from IAC

Investment Consultant (Callan Associates)

• Q4 2007 Report
• Q3 2007 Report
• Q2 2007 Report
• Q1 2007 Report
• Q4 2006 Report
• Q3 2006 Report
• Q2 2006 Report
• Q1 2006 Report

• Alaska Permanent Fund Corp www.apfc.org
• Callan Associates (investment consultant to MOA Trust Fund and Alaska Permanent Fund) www.callan.com