Eggen, David (Edmonton-North West, NDP)
Alberta heritage savings trust fund
Additions to principal (proposed) ... HS226-27
Annual public meeting of heritage savings trust fund (2022)
Capital markets
Market volatility, factors contributing to ... HS188
Communications planning, annual public meeting of heritage savings trust fund (2022)
Equities
Private equities, asset valuation ... HS181-82
Inflation
Forecast, AIMCo's assessment ... HS197
Interest rates
Central banks' policies ... HS197
Investment management of heritage savings trust fund
Asset mix, strategic opportunities ... HS200 Risk management, impact of inflation ... HS197
Reports of the heritage savings trust fund
Shopify Inc.
Heritage savings trust fund investment, member's request for written response ... HS201
Technology industries
Heritage savings trust fund investments, member's request for written response ... HS201
Virtual money
Percentage of asset mix ... HS185-86 Status as investment asset, AIMCo's assessment ... HS185-86 Status as investment asset, Treasury Board and Finance ministry's assessment, member's request for written response ... HS194
Epp, Lowell (Assistant Deputy Minister, Treasury and Risk Management, Ministry of Treasury Board and Finance)
Aboriginal peoples' economic development
Investment opportunities, AIMCo's assessment ... HS219
Alberta heritage savings trust fund
Accumulated operating surplus ... HS212 Additions to principal ... HS209 Additions to principal (proposed) ... HS225-27 Comparison with Alaska permanent fund ... HS221 Comparison with Norwegian sovereign wealth fund ... HS223 Fund utilization ... HS186, 216, 220-21, 223, 225 Mission of fund ... HS215, 222 Publication of investment assets (proposed) ... HS219
Alberta Heritage Savings Trust Fund Act
Section 8(2), investment income transferred to general revenue ... HS209-10, 216 Section 8(2), investment income transferred to general revenue, proposed amendment ... HS207-8, 210, 216-17, 224 Section 11(1), inflation-proofing of fund ... HS225
Alberta Investment Management Corporation
Board membership ... HS222 Clients, arbitration proceedings ... HS221
Alberta teachers' retirement fund
Investment management by AIMCo, administrative cost savings ... HS218
Annual public meeting of heritage savings trust fund (2022)
Bank of Canada
Independence from government ... HS187 Independence from government, Alberta government's position, member's request for written response ... HS187
Budget 2022-2023
First-quarter fiscal update ... HS209
Capital markets
Market volatility, factors contributing to ... HS188, 205
Currency exposure of heritage savings trust fund
Foreign currency exposure, member's request for written response ... HS227
Equities
Investment performance ... HS192, 205, 216 Percentage of asset mix ... HS216 Private equities, investment performance ... HS192
General revenue fund
Transfers from heritage savings trust fund, 2021-2022 first three quarters ... HS178, 182 Transfers from heritage savings trust fund, 2021-2022 total ... HS191, 207-9, 216 Transfers from heritage savings trust fund, accumulated total ... HS186, 192 Transfers from heritage savings trust fund, ministerial discretion ... HS209-10 Transfers from heritage savings trust fund, variability of amounts ... HS219
Inflation
Rates, figures used ... HS220
Inflation-proofing of heritage savings trust fund
Inflation-sensitive and alternative investments
Investment management of heritage savings trust fund
Asset acquisition process ... HS209 Asset mix ... HS216 Asset mix, determination of ... HS211 Asset mix, strategic opportunities ... HS216 Investment expenses ... HS218, 227 Investment expenses, 2021-2022 year-end ... HS216 Investment expenses, 2022-2023 first quarter ... HS206 Investment of retained earnings ... HS212 Investment strategy ... HS215 Investment strategy, active versus passive ... HS216, 222 Risk management ... HS216 Risk management, impact of inflation ... HS196-97
Investment performance of heritage savings trust fund
5-year net income ... HS192 5-year rate of return, comparison with benchmark ... HS178, 182, 192, 196, 205, 215-16, 225 10-year rate of return, comparison with benchmark ... HS178, 205-6, 216, 225 2021-2022 first three quarters, comparison with benchmark ... HS177 2021-2022 first three quarters, net income ... HS178, 182 2021-2022 net income ... HS192, 216 2021-2022 rate of return, comparison with benchmark ... HS192, 215-16 2021-2022 third quarter, rate of return ... HS177 2022-2023 first quarter, net income ... HS206 2022-2023 first quarter, rate of return ... HS205 Benchmarks, determination of ... HS182, 196 Forecasts ... HS210-11, 226 Impact of COVID-19 ... HS199 Value added by AIMCo, 5-year average ... HS178, 206, 216 Value added by AIMCo, 10-year average ... HS206 Value added by AIMCo, 2021-2022 ... HS177 Value added by AIMCo, 2022-2023 first quarter ... HS206
Investment policy of heritage savings trust fund
Asset mix, diversification strategy ... HS215-16 Investment objectives ... HS186, 219, 225 Retention of all investment income (proposed) ... HS208-9, 224, 226 Review by Treasury Board and Finance ministry ... HS211, 214
Money market and fixed-income investments
Nonrenewable natural resource revenue
Transfers to heritage savings trust fund, total ... HS220
Reports of the heritage savings trust fund
2019-2020 annual report, information contained in, participant's request for written response ... HS221 2021-2022 annual report, committee consideration ... HS191-92, 194, 196-97, 199 2021-2022 third quarter, committee consideration ... HS177-78, 182, 186-88 2021-2022 third quarter, error in report ... HS177 2022-2023 first quarter, committee consideration ... HS205-12, 214 Annual reports ... HS222
Value of heritage savings trust fund
2021-2022 year-end valuation ... HS191, 215-17 2022-2023 first quarter ... HS205 Calculation of ... HS218
Virtual money
Percentage of asset mix ... HS186 Status as investment asset, Treasury Board and Finance ministry's assessment, member's request for written response ... HS194
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