MacDonald, Hugh (AL, Edmonton-Gold Bar)
Alberta heritage savings trust fund
Reporting of fund ... HS136
Alberta Investment Management Corporation
Annual report ... HS125-26 Change in management and investment practices, transition period ... HS127 Costs in relation to assets ... HS127 Executive remuneration ... HS127, 130-31 Exemption from Lobbyists Act ... HS163 Governance ... HS163
Annual public meeting of fund (Edmonton 2011)
Committee members’ participation ... HS147
Arenas - Edmonton
AIMCo investment strategy ... HS138 Land sales re ... HS162
Auditor General
Recommendations on AIMCo management ... HS127
Burma
Sale of military materials to ... HS147-48
Canadian Wheat Board
Impact of monopoly end on investments ... HS152
Cash management system (AIMCo)
General remarks ... HS126
Child labour - India
International corporate response ... HS139
Committee on the Alberta Heritage Savings Trust Fund, Standing
Assistant deputy minister, Dept. of Finance and Enterprise, Sept. 14, 2011, memo, correction to ... HS143 Mandate ... HS149 Mandate, request for legislative counsel input on, motion on (Quest: carried) ... HS150
Corporations
AIMCo use of numbered entities ... HS164 Investment promotion to AIMCo, public awareness of ... HS163
Crown’s Right of Recovery Act
General remarks ... HS148
Debt, private
Investment in loans ... HS164
Dept. of Finance and Enterprise (ministry to October 12, 2011)
Assistant deputy minister’s September 14, 2011, memo, correction to ... HS143
Environmental damage
Relation to investment practices ... HS147
Equities, global - Asia
Investment in Chinese munitions manufacturer ... HS141
Equities, global - Australia
Equities, global - Europe
Equities, global - United Kingdom
Investment in armaments manufacturers ... HS141 Investment in tobacco producers ... HS141
Equities, global - United States
Use of numbered corporations for investments ... HS164
External management of fund
Foreign currency exchange system (FX system)
AIMCo management of ... HS126
General revenue fund
Transfer from heritage fund, year-end statement compared to third-quarter forecast ... HS136
Human rights violations
Relation to investment practices ... HS147
Inflation
Adjustment of fund value for ... HS137 General remarks ... HS136 Loss of fund value due to, member’s request for information ... HS137-38, 141
Inflation-proofing of fund
Inflation-sensitive investments
General remarks ... HS164
Investment funds
Comparison of funds ... HS126 Hedging of ... HS126
Investment management of fund
Investment strategy ... HS163 List of investments ... HS162 Reinvestment of earnings, committee position on ... HS156-57 Risk management policy ... HS139, 149 Value-added investments ... HS127, 130
Lobbyists Act
AIMCo exemption from ... HS163
Mining
Ethical issues re investment ... HS139
Nuclear weapons industry
Investment in, ethics surrounding ... HS149
Quarterly reports of fund
Third-quarter report 2010-11 ... HS136
Real estate - Edmonton
Investment in, member’s request for information on ... HS162-63
Socially responsible investments
Investment strategy ... HS138-39, 147-49 Motion to dispose of investments related to antipersonnel land mines, cluster munitions, nuclear weapons, and corporations that sell military materials to Burma (MacDonald: defeated) ... HS148-50
Socially responsible investments - Norway
Tobacco product manufacturers
University of Alberta
Downtown campus, discussions on ... HS162
Value of fund
Fair market value ... HS137, 144 Investment income, reporting of ... HS136 Loss of value due to inflation, member’s request for information ... HS137-38, 141 Measures for (adjusted for inflation, value per capita, percentage of provincial budget) ... HS137
Viterra Inc.
Size of holdings ... HS152
Matheson, Rod (Assistant Deputy Minister, Treasury and Risk Management, Dept. of Finance and Enterprise)
Alberta heritage savings trust fund
Administration costs ... HS160 Reporting of fund ... HS136
Alberta Investment Management Corporation
Guidelines for ethical investing (proposed) ... HS161 Mandate ... HS129, 133, 145
Alternative investments
Investment performance ... HS144
Annual report of fund
Governance, reporting in ... HS135 Inflation-adjusted per capita information included ... HS145-46 Reporting of administration costs ... HS160 Review by Treasury Board ... HS166
Annual report of fund 2010-11
Level of detail provided ... HS146 Overview ... HS135 Reformatting of ... HS135
Business plan of fund 2012-15
Review by Treasury Board ... HS166
Dept. of Finance and Enterprise (ministry to October 12, 2011)
Minister’s and deputy minister’s attendance at committee meetings ... HS125, 135, 144 Minister’s responsibility re investment funds ... HS166 Partnerships with universities ... HS165
Economy
Forecasts for growth ... HS135 Global economic situation ... HS125
Economy - Europe
Debt situation, impact on investment markets ... HS135, 144
Energy resources
Interaction with other provincial assets ... HS129
Environmental disasters - Japan
Impact on investment markets ... HS125
Equities, global
Emerging markets ... HS132 Index investments ... HS148 Investment performance ... HS144 Pooled holdings ... HS152
Equities, global - Australia
Equities, global - Europe
Impact of debt situation on markets ... HS135 Investment in ... HS132
Equities, global - South America
Equities, global - United States
Impact of possible downgrade of credit rating on ... HS135, 144 Investment in ... HS132
Financial institutions
Development strategy ... HS133
Fixed-income investments (bonds)
Foreign currency
Exchange rate, impact on fund income ... HS144 Hedging of exchange rate ... HS129
General revenue fund
Transfer from heritage fund ... HS125, 135, 144, 145, 156 Transfer from heritage fund, year-end statement compared to third-quarter forecast ... HS136
Government savings
Investment policy ... HS125
Inflation
Adjustment of fund value for ... HS130 General remarks ... HS135 Loss of fund value due to, member’s request for information ... HS138
Inflation-proofing of fund
Inflation-sensitive investments
Investment performance ... HS144
Investment management of fund
Asset mix ... HS144, 158 Decision against hedging ... HS129 Investment benchmarks ... HS125 Investment strategy ... HS125, 129 Investment strategy, impact of global economic situation on ... HS166 Investment strategy, public documents on ... HS135, 162 Risk management policy ... HS158 Risk management policy, reporting in annual report ... HS135 Value-added investments ... HS135, 144
Quarterly reports of fund
First-quarter report 2011-12 ... HS144 Inclusion of comparative information in (proposed) ... HS145-46 Third-quarter report 2010-11 ... HS125, 130, 136
Real estate
Investment performance ... HS135
Socially responsible investments
Socially responsible investments - Norway
Tobacco product manufacturers
Treasury Board
Role in oversight of heritage fund ... HS166
United Nations
Protocols for socially responsible investing ... HS138
University of Alberta
Partnership with Dept. of Finance and Enterprise ... HS165
Value of fund
Book value ... HS146 Fair market value ... HS144-46 Investment income, reporting of ... HS136 Investment performance ... HS125, 135, 144 Investment performance, long-term forecasts for ... HS136 Loss of value due to inflation, member’s request for information ... HS138 Measures for (adjusted for inflation, value per capita, percentage of provincial budget) ... HS130 Two-year annualized return, comparison to long- term capital market expectations ... HS135, 144
Viterra Inc.
Size of holdings ... HS152
|