Lau, Sandra (Co-chief Investment Officer, Alberta Investment Management Corporation)
Alberta heritage savings trust fund
Additions to principal (proposed) ... HS227
Alberta Heritage Savings Trust Fund Act
Section 8(2), investment income transferred to general revenue, proposed amendment ... HS209
Alberta Investment Management Corporation
Corporate strategy ... HS183 Investment performance evaluation ... HS196
Annual public meeting of heritage savings trust fund (2022)
Bank of Canada
Independence from government ... HS187
Bonds
Heritage savings trust fund investments ... HS198, 219 Investment opportunities, AIMCo's assessment ... HS197 Investment performance ... HS178, 206, 209
Bonds, Alberta
Heritage savings trust fund investments ... HS220
Capital markets
2021-2022 third quarter, AIMCo's assessment ... HS178 Current markets, AIMCo's assessment ... HS178-79, 193, 206, 208, 217 Market volatility, factors contributing to ... HS178, 187-88, 193, 197, 199-200, 207, 217
CEM Benchmarking
Investment performance evaluation of AIMCo ... HS196
China
Heritage savings trust fund exposure to assets ... HS185
Dollar, Canadian
Impact of current markets ... HS180, 200
Emerging markets
Investment opportunities, AIMCo's assessment ... HS198 Percentage of asset mix ... HS198
Energy industries
Evaluation of investments ... HS223
Equities
Asset valuation ... HS184 Heritage savings trust fund investments ... HS184 Investment opportunities, AIMCo's assessment ... HS197 Investment performance ... HS178, 193-94, 206, 209 Percentage of asset mix ... HS213 Private equities, investment opportunities, AIMCo's assessment ... HS197-98 Private equities, investment performance ... HS178, 193-94, 198, 207-8 Private equities, percentage of asset mix ... HS198
ERM (Environmental Resources Management)
Heritage savings trust fund investment ... HS194, 198
Hayward Holdings, Inc.
Heritage savings trust fund investment ... HS193-94, 198
Inflation-sensitive and alternative investments
Investment management of heritage savings trust fund
Asset acquisition process ... HS210 Asset liquidity ... HS209 Asset mix ... HS188 Asset mix, Alberta investments ... HS220, 222 Asset mix, determination of ... HS213 Asset mix, strategic opportunities ... HS200 Evaluation of investments ... HS220 Investment expenses ... HS194, 218 Investment expenses, 2021-2022 year-end ... HS226 Investment expenses, comparison with other funds ... HS226 Investment strategy ... HS180-81, 183, 187, 193, 195, 200, 207-8, 217, 225 Risk management ... HS184-85, 187, 200-201 Risk management, impact of inflation ... HS195, 197, 224
Investment performance of heritage savings trust fund
5-year rate of return, comparison with benchmark ... HS193, 207, 217 10-year rate of return, comparison with benchmark ... HS178, 193, 207, 217 2021-2022 first three quarters, comparison with benchmark ... HS178 2021-2022 rate of return, comparison with benchmark ... HS193-94, 217 Comparison with other funds ... HS196 Impact of COVID-19 ... HS199 Impact of high oil prices ... HS200 Value added by AIMCo, 10-year average ... HS181 Value added by AIMCo, 2021-2022 ... HS181 Value added by AIMCo, 2022-2023 first quarter ... HS207
Investment policy of heritage savings trust fund
Alberta growth mandate, return on investments ... HS221 Asset mix, diversification strategy ... HS195, 213-14, 224 Environmental, social, and governance (ESG) issues ... HS188, 211-12, 223 Environmental, social, and governance (ESG) issues, countries no longer invested in, member's request for written response ... HS214
Money market and fixed-income investments
As hedge against inflation ... HS224 Investment performance ... HS178, 193-94, 206-7 Mortgages, heritage savings trust fund investments ... HS198 Private debts and loans, heritage savings trust fund investments ... HS188, 198-99, 201, 207-9
Reports of the heritage savings trust fund
2021-2022 annual report, committee consideration ... HS193-202 2021-2022 third quarter, committee consideration ... HS178-81, 183-85, 187-88 2022-2023 first quarter, committee consideration ... HS206-14
Shopify Inc.
Heritage savings trust fund investment, member's request for written response ... HS201
Sustainable Power Group
Heritage savings trust fund investment ... HS212
Technology industries
Heritage savings trust fund investments, member's request for written response ... HS202
Trident Exploration Corporation
Heritage savings trust fund investment ... HS221
Virtual money
Status as investment asset, AIMCo's assessment ... HS222
Laurie, Janet (Communications Consultant, Communications Services, Legislative Assembly Office)
Communications planning, annual public meeting of heritage savings trust fund (2022)
Lovely, Jacqueline (Camrose, UCP; Parliamentary Secretary to the Associate Minister of Status of Women)
Alberta Heritage Savings Trust Fund Act
Section 3(1), investment objective ... HS225
Annual public meeting of heritage savings trust fund (2022)
Investment performance of heritage savings trust fund
5-year rate of return, comparison with benchmark ... HS225 10-year rate of return, comparison with benchmark ... HS225
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