MacMaster, Dale (Chief Investment Officer, Alberta Investment Management Corporation)
Aboriginal consultation
Consideration of Aboriginal rights by AIMCo ... HS99
Alberta Investment Management Corporation
Assets under management, total ... HS172 COVID-19 related safety protocols ... HS79 Disaster preparedness ... HS164 Executive compensation framework ... HS80-81 External managers, disclosure of ... HS163 Internal reviews and audits ... HS144 Investment performance evaluation ... HS81, 100, 158, 165 IT system, data security ... HS144, 164 Mandate and role ... HS145
Annual public meeting of heritage savings trust fund (2020)
Annual public meeting of heritage savings trust fund (2021)
Arctic regions
Investment opportunities, AIMCo's assessment ... HS112
Calfrac Well Services Ltd.
Heritage savings trust fund investment ... HS124, 158
Capital markets
2019-2020 third quarter, AIMCo's assessment ... HS57 2020-2021 first quarter, AIMCo's assessment ... HS57, 59-60 2020-2021 second quarter, AIMCo's assessment ... HS108-9 2020-2021 third quarter, AIMCo's assessment ... HS109, 117 2021-2022 first quarter, AIMCo's assessment ... HS143 2021-2022 third quarter, AIMCo's assessment ... HS143-44 Current markets, AIMCo's assessment ... HS82-83, 102, 108, 113, 118, 150, 157, 163, 169, 171 Impact of 2020 U.S. presidential election ... HS102, 111 Market volatility, factors contributing to ... HS108, 169, 173-74
CEM Benchmarking
Investment performance evaluation of AIMCo ... HS81
China
Heritage savings trust fund investments ... HS149 Real estate market ... HS149
Climate change
Impact on investment decision-making ... HS145 Investment strategy, AIMCo's development of ... HS148, 165, 175
COVID-19 pandemic
Impact on e-commerce ... HS83 Impact on travel ... HS83
Currency exposure of heritage savings trust fund
Foreign currency exposure ... HS150
Drugs, prescription
Heritage savings trust fund investments ... HS164
Economic development, Alberta
Growth, forecast ... HS84
Economy
Global economic downturn ... HS60, 108 Global economic downturn, AIMCo's response ... HS66-67, 102, 123 Global economic downturn, government response ... HS60, 77, 102 Global economic recovery, AIMCo's assessment ... HS66-67, 77, 108, 117, 120, 157, 161, 169
Employment
Labour force participation rate ... HS159-60
Energy industries
Fossil fuel divestment movement, AIMCo's assessment ... HS158, 165, 175 Heritage savings trust fund investments ... HS98, 100
Eolia Renovables
Heritage savings trust fund investment ... HS161, 171
Equities
Global equities ... HS83 Global equities, heritage savings trust fund investments, member's request for information ... HS173 Heritage savings trust fund investments ... HS60, 123, 171 Investment performance ... HS62, 77-78, 108, 117-20, 143, 149-50, 163, 169 Market speculation ... HS113 Private equities, heritage savings trust fund investments ... HS113, 163, 171 Private equities, investment performance ... HS118, 143, 149, 169
Financial Stability Board
Task Force on Climate-related Financial Disclosures ... HS103, 148
General revenue fund
Transfers from heritage savings trust fund, impact of market downturns ... HS98
Hayward Industries Inc.
Heritage savings trust fund investment ... HS171
Howard Energy Partners
Heritage savings trust fund investment ... HS60, 171
Inflation-sensitive and alternative investments
Asset valuation ... HS83-84, 124 Heritage savings trust fund investments ... HS60, 164, 171 Investment performance ... HS60, 62, 77-78, 108, 117-18, 120, 163 Real estate, heritage savings trust fund investments ... HS60, 83-84, 120, 123, 147, 151, 161, 171 Real estate, investment performance ... HS77, 108, 118, 147, 151, 169
Inflation-sensitive and alternative investments, Alberta
Heritage savings trust fund investments ... HS84 Real estate, investment performance ... HS147, 151
Investment management of heritage savings trust fund
Asset mix ... HS108, 121-22, 163, 166, 174 Asset mix, Alberta investments ... HS101, 146 Asset mix, determination of ... HS174 Asset mix, strategic opportunities ... HS113, 174 Benefits of pooling funds ... HS172-73 Evaluation of investments ... HS144, 163, 165-66 Investment expenses ... HS172 Investment strategy ... HS68, 70-71, 149-50, 161, 163-64, 172-73 Investment strategy, review ... HS119 Risk management ... HS70-71, 102, 159 Risk management, derivative contracts, use by AIMCo ... HS80 Risk management, volatility trading strategy (VOLTS) ... HS56, 60, 62-63, 66, 78, 101 Risk management, volatility trading strategy (VOLTS), AIMCo review ... HS79, 100-101, 159, 166
Investment performance of heritage savings trust fund
5-year rate of return, comparison with benchmark ... HS77-78, 121 5-year rate of return, member's request for information ... HS125 10-year rate of return ... HS56, 60, 77, 85 10-year rate of return, comparison with benchmark ... HS120, 143 2019-2020 net income ... HS62 2019-2020 third quarter, rate of return ... HS56 2020-2021 first quarter, rate of return ... HS77, 85 2020-2021 first three quarters, comparison with benchmark ... HS117-18, 120-21 2020-2021 first two quarters, comparison with benchmark ... HS108-9 2020-2021 rate of return ... HS157, 159, 161-62 2020-2021 rate of return, comparison with benchmark ... HS162 2020-2021 second quarter, rate of return ... HS108 2020-2021 third quarter, rate of return ... HS117 2021, rate of return ... HS169, 171 2021-2022 first quarter, rate of return ... HS143, 149 2021-2022 second quarter, rate of return ... HS143, 169 Benchmarks, determination of ... HS81, 110, 165 Comparison with other funds ... HS110, 125 Long-term returns, AIMCo's forecast ... HS162, 171-72 Value added by AIMCo, 5-year average ... HS160, 170 Value added by AIMCo, 5-year average, member's request for information ... HS121 Value added by AIMCo, 10-year average ... HS56, 160 Value added by AIMCo, 2019-2020 ... HS59 Value added by AIMCo, 2019-2020 third quarter ... HS56 Value added by AIMCo, 2020-2021 ... HS160 Value added by AIMCo, 2021-2022 ... HS169
Investment policy of heritage savings trust fund
Alberta growth mandate ... HS63, 84 Environmental, social, and governance (ESG) issues ... HS101, 103-4, 145, 148, 158, 163, 165, 175 Investment objectives ... HS157 Treasury Board and Finance ministry statement of investment policies and goals, AIMCo compliance ... HS121-22
Money market and fixed-income investments
Heritage savings trust fund investments ... HS123, 171 Investment performance ... HS66, 77-78, 86, 108, 117-18, 120, 163, 169 Mortgages, investment performance ... HS70 Private debts and loans ... HS68, 71, 86, 171
Money market and fixed-income investments, Alberta
Heritage savings trust fund investments ... HS84
Oil prices
Decrease resulting from OPEC actions ... HS59
Reports of the heritage savings trust fund
2019-2020 annual report, committee consideration ... HS59-60, 62-63, 66-68, 70-71 2019-2020 third quarter, committee consideration ... HS56-57 2020-2021 first quarter, committee consideration ... HS77-86 2020-2021 second quarter, committee consideration ... HS108-13 2020-2021 third quarter, committee consideration ... HS117-25 2021-2022 first quarter, committee consideration ... HS143-52 2021-2022 second quarter, committee consideration ... HS169-75
TC Energy Corporation
Coastal GasLink Pipeline, AIMCo investment ... HS71, 99, 160 Northern Courier Pipeline, AIMCo investment ... HS71
TransAlta Renewables
Heritage savings trust fund investment ... HS71
United Nations principles for responsible investment
AIMCo as signatory ... HS165
United States
Unemployment rate ... HS118
Vue Entertainment Ltd.
Heritage savings trust fund investment ... HS60, 113
Mentzelopoulos, Athana (Deputy Minister, Ministry of Treasury Board and Finance)
Alberta heritage savings trust fund
Additions to principal (proposed) ... HS162-63 Fund utilization ... HS160 History of fund ... HS164
Alberta Heritage Savings Trust Fund Act
Section 3(1), investment objective ... HS76 Section 16, annual reports ... HS62
Alberta Investment Management Corporation
Clients, relationship with ... HS82, 162 Independence from government ... HS146, 161
Alberta Investment Management Corporation Act
Section 2(2.1), investment mandate ... HS146 Section 19, Treasury Board directives ... HS161
Alberta teachers' retirement fund
Investment management services agreement with AIMCo, ministerial order ... HS112
Annual public meeting of heritage savings trust fund (2021)
Capital markets
2020-2021 first quarter, Treasury Board and Finance assessment ... HS57
Equities
Investment performance ... HS76
Inflation-sensitive and alternative investments
Investment performance ... HS76
Investment management of heritage savings trust fund
Investment expenses ... HS135 Investment management agreement with AIMCo ... HS112-13 Investment manager, replacement of ... HS158 Risk management, volatility trading strategy (VOLTS), AIMCo review ... HS82
Investment performance of heritage savings trust fund
5-year rate of return, comparison with benchmark ... HS76, 78, 81, 85 2020-2021 first quarter, net income ... HS76 2020-2021 first quarter, rate of return ... HS76, 85 2020-2021 first two quarters, comparison with benchmark ... HS109 Benchmarks, determination of ... HS85, 164 Comparison with other funds ... HS134 Value added by AIMCo, 2020-2021 first quarter ... HS76
Investment policy of heritage savings trust fund
Investment objectives ... HS158 Review by Treasury Board and Finance ministry ... HS110
Money market and fixed-income investments
Investment performance ... HS76
Reports of the heritage savings trust fund
2019-2020 annual report, committee consideration ... HS57, 61-62, 71 2019-2020 annual report, publication delay ... HS57, 61-62, 132 2019-2020 annual report preparation ... HS61-62, 71, 109 2020-2021 annual report, committee consideration ... HS132, 134-35 2020-2021 annual report preparation ... HS132 2020-2021 first quarter, committee consideration ... HS76, 78-82, 85 2020-2021 first quarter, information contained in ... HS79-80 2020-2021 second quarter, committee consideration ... HS106, 109-10, 112-13 2020-2021 second quarter, information contained in ... HS109 2021-2022 first quarter, committee consideration ... HS146
Value of heritage savings trust fund
2020-2021 first quarter ... HS57, 76
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