Eggen, David (Edmonton-North West, NDP)
Alberta Investment Management Corporation
CIO's retirement ... HS144 Clients, relationship with ... HS144-45, 162, 172 Executive compensation framework ... HS135 Investment performance evaluation ... HS172 New CEO ... HS144 Organizational restructuring ... HS172
Alberta teachers' retirement fund
Investment management services agreement with AIMCo ... HS144
Annual public meeting of heritage savings trust fund (2020)
Meeting date ... HS73-74 Meeting procedures ... HS73 Meeting to be held October 29, 2020, in Edmonton Federal Building, motion on (Eggen: carried) ... HS89 Participants ... HS100-101
Annual public meeting of heritage savings trust fund (2021)
Communications planning, annual public meeting of heritage savings trust fund (2020)
Communications planning, annual public meeting of heritage savings trust fund (2021)
Inflation
Forecast, AIMCo's assessment ... HS151
Investment management of heritage savings trust fund
Benefits of pooling funds ... HS101, 118 Investment expenses ... HS135 Investment expenses, comparison with other funds ... HS135 Investment strategy, review ... HS119 Risk management, volatility trading strategy (VOLTS) ... HS56, 100 Risk management, volatility trading strategy (VOLTS), AIMCo review ... HS101
Investment performance of heritage savings trust fund
5-year rate of return, comparison with benchmark ... HS109, 144 2019-2020 third quarter, rate of return ... HS56 2020-2021 first two quarters, comparison with benchmark ... HS108-9
Investment policy of heritage savings trust fund
Review by Treasury Board and Finance ministry ... HS122
Public service pensions
Investment management by AIMCo ... HS101
Reports of the heritage savings trust fund
2019-2020 third quarter, committee consideration ... HS56 2020-2021 annual report, committee consideration ... HS135 2020-2021 first quarter, committee consideration ... HS79 2020-2021 first quarter, information contained in ... HS79, 86 2020-2021 first quarter, motion to receive (Singh: carried) ... HS86 2020-2021 second quarter, committee consideration ... HS108-9 2020-2021 second quarter, information contained in ... HS108-9 2020-2021 third quarter, committee consideration ... HS118-19, 122 2021-2022 first quarter, committee consideration ... HS144-45, 151 2021-2022 second quarter, committee consideration ... HS172
Universities academic pension plan
Withdrawal of assets from AIMCo ... HS118-19
Epp, Lowell (Assistant Deputy Minister, Treasury and Risk Management, Ministry of Treasury Board and Finance)
Alberta heritage savings trust fund
Additions to principal ... HS163 Additions to principal (proposed) ... HS94, 162-63 Comparison with Norwegian sovereign wealth fund ... HS95, 159 Endowment funds ... HS95 Fund utilization ... HS160, 162 Governance and oversight ... HS155-56 History of fund ... HS164 Mission of fund ... HS155, 157 Ownership of assets and revenue ... HS160
Alberta Heritage Savings Trust Fund Act
1995 amendments ... HS103 Section 3(1), investment objective ... HS58, 92, 96-97, 119, 123, 156 Section 3(2), minister's mandate ... HS119, 123, 155 Section 6(4), committee's functions ... HS156 Section 8(2), investment income transferred to general revenue ... HS92 Section 11(1), inflation-proofing of fund ... HS92
Alberta Investment Management Corporation
Annual report 2019, release date ... HS70 Clients, AIMCo mandated as investment manager ... HS119 Executive compensation framework ... HS111 Investment performance evaluation ... HS96-97 Mandate and role ... HS156
Alberta teachers' retirement fund
Transition of investment assets to AIMCo ... HS99, 101-2, 119
Annual public meeting of heritage savings trust fund (2020)
Annual public meeting of heritage savings trust fund (2021)
Capital markets
2020-2021 first quarter, Treasury Board and Finance assessment ... HS57-58, 128 2020-2021 fourth quarter, Treasury Board and Finance assessment ... HS128 2020-2021 third quarter, AIMCo's assessment ... HS116
COVID-19 vaccines
Impact of vaccine availability ... HS128
Debts, public (provincial debt)
Provincial deficit, measures to reduce ... HS97
General revenue fund
Transfers from heritage savings trust fund, 5-year total ... HS93 Transfers from heritage savings trust fund, 2019-2020 total ... HS58, 92 Transfers from heritage savings trust fund, 2020-2021 second quarter ... HS106 Transfers from heritage savings trust fund, 2020-2021 third quarter ... HS116 Transfers from heritage savings trust fund, 2020-2021 total ... HS128, 135, 156-57 Transfers from heritage savings trust fund, 2021-2022 first quarter ... HS142 Transfers from heritage savings trust fund, accumulated total ... HS92, 157 Transfers from heritage savings trust fund, allocation of funds ... HS99
Inflation-proofing of heritage savings trust fund
2020-2021 fiscal year ... HS156-57 2021-2022 first quarter ... HS142 General remarks ... HS92
Inflation-sensitive and alternative investments
Investment performance ... HS93, 107, 116, 128, 132, 142, 157 Percentage of asset mix ... HS92, 99, 116, 121, 142, 156
Investment management of heritage savings trust fund
Asset mix ... HS92, 97, 99, 121-22, 133, 156 Asset mix, Alberta investments ... HS96 Asset mix, determination of ... HS121, 123 Asset mix, strategic opportunities ... HS156 Benefits of pooling funds ... HS99 Investment expenses ... HS135 Investment manager, replacement of ... HS158 Investment strategy, review ... HS119 Risk management ... HS156 Risk management, volatility trading strategy (VOLTS) ... HS58
Investment performance of heritage savings trust fund
5-year net income ... HS93 5-year rate of return ... HS58, 92, 106-7, 116, 156-57 5-year rate of return, comparison with benchmark ... HS58, 92, 107, 110, 128, 142 10-year rate of return ... HS92, 116, 119, 142 10-year rate of return, comparison with benchmark ... HS58, 92-93 2019-2020 net income ... HS58, 92 2019-2020 rate of return ... HS58, 92, 128 2020-2021 first three quarters, comparison with benchmark ... HS116 2020-2021 first two quarters, comparison with benchmark ... HS106 2020-2021 fourth quarter, comparison with benchmark ... HS128 2020-2021 net income ... HS128, 135, 156 2020-2021 rate of return ... HS128, 156-57 2020-2021 rate of return, comparison with benchmark ... HS133 2020-2021 second quarter, net income ... HS106 2020-2021 second quarter, rate of return ... HS106 2020-2021 third quarter, net income ... HS116 2020-2021 third quarter, rate of return ... HS116 2021-2022 first quarter, net income ... HS142 2021-2022 first quarter, rate of return ... HS142 Benchmarks, determination of ... HS110, 124, 128, 132, 156, 164 Comparison with other funds ... HS116, 133 Value added by AIMCo, 5-year average ... HS58, 93, 142, 156 Value added by AIMCo, 10-year average ... HS93 Value added by AIMCo, 2019-2020 ... HS58, 93 Value added by AIMCo, 2020-2021 ... HS133, 157
Investment policy of heritage savings trust fund
Endowment model (proposed) ... HS95 Investment objectives ... HS92, 96-97, 156, 158 Review by Treasury Board and Finance ministry ... HS95, 99, 107, 111, 116-17, 122-23 Treasury Board and Finance ministry statement of investment policies and goals, AIMCo compliance ... HS70
London City Airport
Heritage savings trust fund investment ... HS92
Money market and fixed-income investments
Nonrenewable natural resource revenue
Transfers to heritage savings trust fund, 1976-1987 ... HS162-63
Reports of the heritage savings trust fund
2019-2020 annual report, committee consideration ... HS57-58, 70, 72 2019-2020 annual report preparation ... HS72 2020-2021 annual report, committee consideration ... HS128, 132-33, 135, 138 2020-2021 annual report, publication delay ... HS132 2020-2021 second quarter, committee consideration ... HS106-7, 110-11 2020-2021 third quarter, committee consideration ... HS116-17, 119, 121-24 2021-2022 first quarter, committee consideration ... HS141-42
Royalty structure (energy resources)
Collection of royalties ... HS97
Universities academic pension plan
Withdrawal of assets from AIMCo ... HS119
Value of heritage savings trust fund
2019-2020 year-end valuation ... HS92, 128 2020-2021 first quarter ... HS58 2020-2021 first two quarters ... HS106 2020-2021 second quarter ... HS92 2020-2021 third quarter ... HS116 2020-2021 year-end valuation ... HS128, 156-57, 164
Workers' Compensation Board
Transition of investment assets to AIMCo ... HS99, 101-2
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