Jones, Brittany (Senior Manager, Portfolio Analytics and Research, Ministry of Treasury Board and Finance)
Alberta heritage savings trust fund
1995 public consultation ...
HS20 Endowment funds ...
HS20 Fund utilization ...
HS20 History of fund ...
HS19-21 Mission of fund ...
HS20
Alberta Heritage Savings Trust Fund Act
1996 amendments ...
HS20 2023 amendments ...
HS21 Preamble ...
HS20 Section 3, investment objectives ...
HS20-21 Section 8, investment income of fund ...
HS21 Section 11(1), inflation-proofing of fund ...
HS10,
20-21
Alberta Investment Management Corporation
Independence from government ...
HS20,
27
Annual public meeting of heritage savings trust fund (2023)
Equities
Investment performance ...
HS21 Percentage of asset mix ...
HS21
Equities, Canada
Percentage of asset mix ... HS42
General revenue fund
Transfers from heritage savings trust fund ...
HS20-21
Inflation-proofing of heritage savings trust fund
Amounts, calculation of ...
HS10 General remarks ...
HS20
Inflation-sensitive and alternative investments
As hedge against inflation ...
HS10 Investment performance ...
HS21 Percentage of asset mix ...
HS21
Investment management of heritage savings trust fund
Accountability for fund management ...
HS24 Asset mix ...
HS20-21 Asset mix, determination of ...
HS24,
31 Investment of retained earnings ...
HS24 Investment strategy ...
HS20
Investment performance of heritage savings trust fund
5-year return, comparison with benchmark ...
HS21 2020-2021 rate of return ...
HS21 2021-2022 rate of return ...
HS21 2022-2023 rate of return, comparison with benchmark ...
HS21 Benchmarks, determination of ...
HS21 Value added by AIMCo ...
HS21
Investment policy of heritage savings trust fund
Investment objectives ...
HS24 Treasury Board and Finance ministry statement of investment policies and goals ...
HS20,
27
Money market and fixed-income investments
Investment performance ...
HS21 Percentage of asset mix ...
HS21 Private debts and loans, heritage savings trust fund investments ...
HS6
Nonrenewable natural resource revenue
Total transfers to heritage savings trust fund, notional value ...
HS28 Transfers to heritage savings trust fund, 1976-1987 ...
HS20
Reports of the heritage savings trust fund
2022-2023 annual report, committee consideration ...
HS6,
10 2023-2024 second-quarter report, committee consideration ...
HS42
Value of heritage savings trust fund
1976-1977 year-end valuation ...
HS20,
29 2022-2023 year-end valuation ...
HS20 2023-2024 second quarter ...
HS28 Notional accumulated value, 1976-2023 ...
HS22