Ellis, Mike (Calgary-West, PC)
Capital projects
Projects funded through heritage savings trust fund transfers ... HS5
General revenue fund
Transfers from heritage savings trust fund, 2014-2015 ... HS5
Investment policy of heritage savings trust fund
Alberta-based investment, Budget 2015 target ... HS28 Impact of economic downturn ... HS5 Treasury Board and Finance ministry's parameters for Alberta-based investment, member's request for information ... HS28
Investments - Moral and ethical aspects
Investment strategy, social, environmental, and governance factors ... HS12
Reports of heritage savings trust fund - Annual reports (2014-2015)
Reports of heritage savings trust fund - Quarterly reports
2015-2016 first quarter ... HS12 2015-2016 second and third quarter ... HS28, 29
TransAlta Corporation
Investment in TransAlta Renewables ... HS28, 29
Epp, Lowell (Assistant Deputy Minister, Treasury and Risk Management, Ministry of Treasury Board and Finance)
Access to the Future Act
Statutory allocations and transfers ... HS6
Access to the future fund
Status as notional fund within heritage savings trust fund ... HS6 Transfers from heritage savings trust fund ... HS6
Agriculture and food innovation endowment fund
Status as notional fund within heritage savings trust fund ... HS6 Termination of fund ... HS6 Transfers from heritage savings trust fund ... HS6
Alberta future fund
Termination of fund ... HS6
Alberta heritage savings trust fund
Comparison with Norwegian sovereign wealth fund ... HS18 Governance and oversight ... HS3 Mission of fund ... HS15, 20, 22 Mission of fund, extension to economic development in Alberta (proposed) ... HS19 Mission of fund, extension to public banking function (proposed) ... HS19 Pooling of fund with other AIMCo clients ... HS15
Alberta Heritage Savings Trust Fund Act
1995 amendments ... HS5 Minister's mandate ... HS15 Provision directing investment of heritage fund assets ... HS4, 5, 15, 16, 19, 23 Provision requiring inflation-proofing of heritage savings trust fund ... HS2, 16, 18 Provision requiring transfer of net income to general revenue fund ... HS18
Alberta heritage scholarship fund
Alberta Investment Management Corporation
External managers ... HS4 Independence from government ... HS20 Mandate ... HS3
Annual public meeting of heritage savings trust fund (2015)
Bonds
Heritage savings trust fund investments ... HS3, 15-16
Capital markets
Stock exchanges as benchmarks ... HS5
Capital projects
Projects funded through heritage savings trust fund transfers ... HS5
Dollar, Canadian
Value, impact on heritage savings trust fund investments ... HS3, 10, 16
Endowments (provincial funds)
Innovation endowment funds, termination ... HS6
Equities
Global equities, effect of falling Canadian dollar ... HS16 Global equities, heritage savings trust fund investments ... HS3, 15, 16 Heritage savings trust fund investment in Apple Inc. ... HS4 Private equities, heritage savings trust fund investments ... HS16
Equities - Alberta
Heritage savings trust fund investments, total value ... HS23, 24
Equities - Canada
Heritage savings trust fund investment in Royal Bank of Canada ... HS4 Heritage savings trust fund investments ... HS3
General revenue fund
Transfers from heritage savings trust fund, 2014-2015 ... HS2-3, 5, 16 Transfers from heritage savings trust fund, accumulated total ... HS2, 16
Inflation-proofing of heritage savings trust fund
2014-2015 fiscal year ... HS2, 16 General remarks ... HS4
Inflation-sensitive and alternative investments
Heritage savings trust fund investments ... HS3, 15 Infrastructure assets ... HS3, 15 Infrastructure assets, total value ... HS22 Real estate, heritage savings trust fund investments ... HS3, 15, 16
Inflation-sensitive and alternative investments - Alberta
Real estate, Calgary properties ... HS4 Real estate, sharing of holdings with AIMCo-managed pension funds ... HS4 Real estate, total value ... HS23
Inflation-sensitive and alternative investments - Australia
Timberland ... HS4, 5 Timberland, return on investment ... HS7
Inflation-sensitive and alternative investments - British Columbia
Timberland, return on investment ... HS7 Timberland, Vancouver Island ... HS5
Inflation-sensitive and alternative investments - Canada
Timberland ... HS4 Timberland, return on investments ... HS7
Inflation-sensitive and alternative investments - Latin America
Timberland ... HS4, 5 Timberland, return on investments ... HS7
Inflation-sensitive and alternative investments - New Zealand
Timberland ... HS4, 5 Timberland, return on investments ... HS7
Inflation-sensitive and alternative investments - South America
Infrastructure, Chilean toll road ... HS4
Inflation-sensitive and alternative investments - United Kingdom
Infrastructure, Thames Water ... HS4
Investment management of heritage savings trust fund
Active management, value added from ... HS16, 20 Asset mix ... HS3, 4, 15-16 Asset mix, Alberta investments ... HS23-24 Asset mix, Canadian investments ... HS3, 24 Asset mix, strategic opportunities ... HS3, 16 Fund pooling ... HS15 Investment expenses ... HS3, 4, 16 Investment strategy ... HS10 Key holdings ... HS4 Long-term target rate of return ... HS3-4, 16, 23 Risk management ... HS22-23
Investment performance of heritage savings trust fund
5-year rate of return ... HS16 10-year rate of return ... HS2, 16 1976-1977 net income ... HS19 2008 losses ... HS2 2014-2015 net income ... HS2, 16 2014-2015 rate of return ... HS2, 16 2015-2016 first quarter, net income ... HS9 2015-2016 first quarter, rate of return ... HS9 2015-2016 first quarter, remeasurement of gains and losses ... HS9 2015-2016 first-quarter return, comparison with benchmark ... HS9-10 2015-2016 second-quarter forecast ... HS10
Investment policy of heritage savings trust fund
Alberta-based investment, Budget 2015 target ... HS16, 23-24 Asset mix ... HS15-16, 22 Impact of economic downturn ... HS5 Investment objectives ... HS15 Policy development and review ... HS3, 4 Risk tolerances, evaluation by AIMCo and ministry ... HS16 Treasury Board and Finance ministry statement of policies and goals ... HS3, 15
Ministry of Agriculture and Rural Development (ministry to May 24, 2015)
Funding from agriculture and food innovation endowment fund ... HS6
Money market and fixed-income investments
Debt, heritage savings trust fund investments ... HS3, 15-16
Money market and fixed-income investments - Alberta
Fixed income, total value ... HS23
Nonrenewable natural resource revenue
Transfers to heritage savings trust fund, 1976-1987 ... HS19 Transfers to heritage savings trust fund ended in 1987 ... HS19
Reports of heritage savings trust fund - Annual reports (2014-2015)
Draft report ... HS2-7 Draft report, correction of typo ... HS3
Reports of heritage savings trust fund - Quarterly reports
2015-2016 first quarter ... HS9-10
Savings Management Act
Alberta heritage scholarship fund, additions to principal ... HS6, 18 Endowment fund provisions ... HS6 Repeal of act, status of monies in funds ... HS6
Social innovation endowment fund
Status as notional fund within heritage savings trust fund ... HS6 Termination of fund ... HS6
Value of heritage savings trust fund
1976-1977 year-end valuation ... HS19 2014-2015, comparison to 2007-2008 ... HS2-3 2014-2015 per capita value ... HS3 2014-2015 year-end valuation ... HS2 2015-2016 first quarter ... HS9 Per capita value, inflation-adjusted ... HS5
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