Inflation-proofing of heritage savings trust fund
Amounts, calculation of ...
Jones, B. HS10; Wiebe HS10
General remarks ...
Epp HS29; Jones, B. HS20
Inflation-sensitive and alternative investments
As hedge against inflation ...
Jones, B. HS10; Kayande HS11; Prakash HS11-12, 42; Wiebe HS10
Infrastructure, heritage savings trust fund investments ...
Kayande HS12; Langill HS12; Prakash HS12; Puffer HS36
Investment performance ...
Jones, B. HS21; Prakash HS5, 10-11, 42; Puffer HS24; Rowswell HS5; Thompson HS4, 35; Wiebe HS10
Percentage of asset mix ...
Jones, B. HS21; Puffer HS24
Real estate, heritage savings trust fund investments ...
Brar HS39; Kayande HS12; Prakash HS12; Puffer HS39
Real estate, investment performance ...
Bouchard HS43; Hunter HS42; Prakash HS42; Puffer HS42-43
Renewable resources, heritage savings trust fund investments ...
Kayande HS8, 30; Prakash HS8-11, 42; Puffer HS30
Renewable resources, investment performance ...
Kayande HS29; Prakash HS39; Puffer HS29-30
Renewable resources, percentage of asset mix ...
Kasawski HS43; Puffer HS43
Inflation-sensitive and alternative investments, Canada
Real estate, percentage of asset mix ...
Bouchard HS43; Puffer HS43
Infrastructure, investment in
Interest rates
Central banks' policies ...
Puffer HS36, 38; Thompson HS4; Tremblay-Frenette HS4-6
Impact on investments ...
Boitchenko HS9; Gray HS9; Prakash HS9; Tremblay-Frenette HS9
Investment Management Corporation, Alberta
Investment management of heritage savings trust fund
Accountability for fund management ...
Jones, B. HS24; Public participants (2023) HS24; Rowswell HS24
Asset mix ...
Fisher HS23-24; Jones, B. HS20-21; Puffer HS22, 24
Asset mix, Alberta investments ...
Epp HS28; Hunter HS28
Asset mix, determination of ...
Boitchenko HS13, 31; Epp HS31; Jones, B. HS24, 31; Prakash HS39; Thompson HS40; Tremblay-Frenette HS13
Asset mix, review by Treasury Board and Finance ministry ...
Boitchenko HS31; Epp HS31; Gray HS9, 40; Kayande HS6; Thompson HS6, 9, 40
Asset mix, strategic opportunities ...
Kasawski HS7; Prakash HS7
Assets managed internally versus externally ...
Hunter HS42; Prakash HS42; Puffer HS42
Evaluation of investments ...
Hunter HS23; Kasawski HS7; Prakash HS7, 14; Puffer HS23; Thompson HS7
Investment expenses, 2022-2023 ...
Thompson HS3
Investment expenses, 2023-2024 first quarter ...
Gray HS13; Langill HS13-14; Thompson HS11
Investment expenses, 2023-2024 second quarter ...
Gray HS37; Prakash HS37; Thompson HS36
Investment expenses, comparison with other funds ...
Hanus HS25; Puffer HS25
Investment of retained earnings ...
Epp HS24, 27; Hanus HS24; Jones, B. HS24; Public participants (2023) HS27; Rowswell HS27
Investment strategy ...
Hunter HS40-41; Jones, B. HS20; Kasawski HS38; Prakash HS5-6; Puffer HS38; Rowswell HS5-6; Thompson HS41
Investment strategy, active versus passive ...
Bouchard HS9; Kayande HS14; Prakash HS9-10, 14
Risk management ...
Boitchenko HS7-9, 12; Hunter HS41-42; Prakash HS7-8, 12, 39-40, 42; Puffer HS23; Rowswell HS39-40; Tremblay-Frenette HS9
Investment performance of heritage savings trust fund
5-year rate of return ...
Brar HS5; Fisher HS23; Prakash HS5; Thompson HS3, 11
5-year return, comparison with benchmark ...
Jones, B. HS21; Thompson HS36
10-year rate of return ...
Brar HS5; Prakash HS4-5; Thompson HS3, 11
10-year return, comparison with benchmark ...
Prakash HS39; Rowswell HS39
2020-2021 rate of return ...
Jones, B. HS21
2021-2022 rate of return ...
Jones, B. HS21
2021-2022 retained earnings ...
Thompson HS3
2022-2023 net income ...
Thompson HS3
2022-2023 rate of return ...
Brar HS5; Fisher HS23; Prakash HS5; Thompson HS3
2022-2023 rate of return, comparison with benchmark ...
Jones, B. HS21
2023-2024 first quarter, net income ...
Thompson HS11
2023-2024 first quarter, rate of return ...
Prakash HS11; Thompson HS11
2023-2024 net income ...
Thompson HS36
2023-2024 rate of return, comparison with benchmark ...
Puffer HS36; Thompson HS35-36
2023-2024 second quarter, rate of return ...
Thompson HS35
Benchmarks, determination of ...
Boitchenko HS12; Jones, B. HS21; Prakash HS12, 38-39; Rowswell HS38
Comparison with other funds ...
Hanus HS24-25; Public participants (2023) HS25; Puffer HS25; Rowswell HS25
Value added by AIMCo ...
Jones, B. HS21
Value added by AIMCo, 5-year average ...
Thompson HS11
Value added by AIMCo, 2022-2023 ...
Thompson HS4
Investment policy of heritage savings trust fund
Environmental, social, and governance (ESG) issues ...
Akers HS23; Ascah HS27; Chair HS31; Cvetkovska HS25-26; Hanus HS31; Hunter HS23, 41; Kasawski HS13; Khan HS22; Parker HS23; Prakash HS13; Public participants (2023) HS26; Puffer HS22-23, 26, 30; Rowswell HS26; Thompson HS13, 41
Heritage savings trust fund investments, public information on ...
Ascah HS25, 27; Epp HS32; Kayande HS32
Investment objectives ...
Akers HS23; Epp HS31-32; Fisher HS23; Gray HS40; Hunter HS41; Jones, B. HS24; Public participants (2023) HS31; Rowswell HS31; Thompson HS40-41
Investment objectives, legislated mandate
See Alberta Heritage Savings Trust Fund Act: Section 3, investment objectives
Mission of fund
See Alberta heritage savings trust fund: Mission of fund
Review by Treasury Board and Finance ministry ...
Gray HS40; Kayande HS6; Thompson HS3, 6, 40
Treasury Board and Finance ministry statement of investment policies and goals ...
Jones, B. HS20, 27; Prakash HS39; Thompson HS3, 40
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