Transcripts

COVID-19 vaccines See COVID-19 vaccines

Consideration of aboriginal rights by AIMCo See Investment policy of heritage savings trust fund: Environmental, social, and governance (ESG) issues

Forecast, AIMCo's assessment ... Eggen HS151; Jones, M. HS159; MacMaster HS143, 150-52, 159-60; Prakash HS130-31, 152; Public participants (2021) HS159; Siddall HS151
Interest rates See Interest rates

2020-2021 fiscal year ... Epp HS156-57
2021-2022 first quarter ... Epp HS142
2021-2022 second quarter ... Thompson HS168
Amounts, calculation of ... Jones, B. HS170; Jones, M. HS169-70
General remarks ... Epp HS92
Legislative requirement See Alberta Heritage Savings Trust Fund Act: Section 11(1), inflation-proofing of fund

Asset valuation ... MacMaster HS83-84, 124; Nielsen HS83; Rowswell HS124
Heritage savings trust fund investments [See also Eolia Renovables; Howard Energy Partners, London City Airport];MacMaster HS60, 164, 171; Singh HS171
Investment performance ... Epp HS93, 107, 116, 128, 132, 142, 157; Gray HS138; Issik HS132; MacMaster HS60, 62, 77-78, 108, 117-18, 120, 163; Mentzelopoulos HS76; Prakash HS131, 134; Prefontaine HS138; Singh HS134; Uebelein HS109
Percentage of asset mix ... Epp HS92, 99, 116, 121, 142, 156; Jones, M. HS99; Public participants (2020) HS99
Real estate, heritage savings trust fund investments ... Frey HS150-51; MacMaster HS60, 83-84, 120, 123, 147, 151, 161, 171; Nielsen HS83; Siddall HS151
Real estate, investment performance ... MacMaster HS77, 108, 118, 147, 151, 169; Prakash HS134-35; Prefontaine HS133; Singh HS146; Uebelein HS121

Heritage savings trust fund investments ... Getson HS84; MacMaster HS84
Real estate, investment performance ... MacMaster HS147, 151; Singh HS147

See Inflation-sensitive and alternative investments;

Central banks' policies ... MacMaster HS60, 77, 82-83, 108, 118, 143-44, 150-51, 159-60, 163, 169; Prakash HS130

See Alberta Investment Management Corporation;

Alberta growth mandate See Investment policy of heritage savings trust fund: Alberta growth mandate
Asset mix ... Epp HS92, 97, 99, 121-22, 133, 156; Issik HS121; Jones, M. HS99; MacMaster HS108, 121-22, 163, 166, 174; Prakash HS131; Prefontaine HS122; Public participants (2020) HS99; Rowswell HS131
Asset mix, Alberta investments ... Balakrishman HS96; Chair (Orr) HS96; Epp HS96; Jones, M. HS97; MacMaster HS101, 146; Public participants (2020) HS97; Singh HS101; Uebelein HS96, 98; Yao HS145
Asset mix, determination of ... Allard HS174; Epp HS121, 123; Issik HS121; Jones, B. HS174; MacMaster HS174; Prakash HS131; Rowswell HS131
Asset mix, strategic opportunities ... Epp HS156; Jones, M. HS113; MacMaster HS113, 174
Benefits of pooling funds ... Armstrong-Homeniuk HS67; Eggen HS101, 118; Epp HS99; Gray HS112, 119; Hunter HS172; MacMaster HS172-73; Uebelein HS67-68, 97, 101-3, 118
Evaluation of investments ... MacMaster HS144, 163, 165-66
Investment expenses ... Eggen HS135; Epp HS135; Gray HS61; MacMaster HS172; Mentzelopoulos HS135; Prakash HS136; Prefontaine HS135-36; Stephan HS104; Thompson HS168; Uebelein HS61
Investment expenses, comparison with other funds ... Eggen HS135; Prefontaine HS135-36
Investment management agreement with AIMCo ... Gray HS112; Mentzelopoulos HS112-13; Uebelein HS113
Investment manager, replacement of ... Epp HS158; Jones, M. HS158; Mentzelopoulos HS158; Public participants (2021) HS158
Investment strategy ... Armstrong-Homeniuk HS68; Getson HS70-71; Gray HS133, 150; Hunter HS161; Jones, M. HS98; Lovely HS149; MacMaster HS68, 70-71, 149-50, 161, 163-64, 172-73; Prakash HS172; Prefontaine HS129, 133; Public participants (2020) HS98; Rehn HS163; Siddall HS170; Uebelein HS68, 98
Investment strategy, active versus passive ... Stephan HS104; Uebelein HS104
Investment strategy, long-term perspective ... Allard HS174; Jones, B. HS174; Jones, M. HS124; Thompson HS168; Uebelein HS124-25
Investment strategy, review ... Eggen HS119; Epp HS119; Gray HS138; MacMaster HS119; Phillips HS120; Prakash HS137-38; Prefontaine HS133, 137-38
Investment strategy function ... Prakash HS131, 133
Risk management ... Epp HS156; Getson HS70-71; Glasgo HS64, 72; Gray HS102; MacMaster HS70-71, 102, 159; Phillips HS67; Prakash HS137; Prefontaine HS61; Siddall HS145-46, 170; Uebelein HS65, 67, 72, 102; Yao HS145; Yaseen HS137
Risk management, derivative contracts, use by AIMCo ... Jones, M. HS80; MacMaster HS80; Prefontaine HS80
Risk management, new AIMCo risk framework ... Jones, M. HS98; Phillips HS137; Prakash HS137; Prefontaine HS137; Public participants (2020) HS98; Uebelein HS98-99
Risk management, new AIMCo risk framework, member's request for information ... Phillips HS137; Prakash HS137; Prefontaine HS137
Risk management, volatility trading strategy (VOLTS) ... Eggen HS56, 100; Epp HS58; Glasgo HS72; Gray HS62, 64-65, 71; Jones, M. HS98; MacMaster HS56, 60, 62-63, 66, 78, 101; Public participants (2020) HS98; Singh HS62-63; Uebelein HS58-59, 62, 64-66, 71-72, 93, 98-99, 101, 104
Risk management, volatility trading strategy (VOLTS), AIMCo review ... Eggen HS101; Getson HS79; Glasgo HS64; Gray HS62-63, 65, 68, 81-82; Jones, M. HS159, 166; MacMaster HS79, 100-101, 159, 166; Mentzelopoulos HS82; Phillips HS67; Prefontaine HS63, 79, 81-82, 137; Public participants (2021) HS159, 166; Siddall HS142-44; Uebelein HS59, 62-63, 65, 67, 93, 101
Risk management, volatility trading strategy (VOLTS), AIMCo review results, member's request for written response ... Gray HS152; Siddall HS152
Risk management systems ... Public participants (2020) HS98; Uebelein HS98-99
Risk management systems, member's request for information ... Gray HS138; Prefontaine HS138

5-year net income ... Epp HS93
5-year rate of return ... Epp HS58, 92, 106-7, 116, 156-57
5-year rate of return, comparison with benchmark ... Eggen HS109, 144; Epp HS58, 92, 107, 110, 128, 142; Glasgo HS87; Gray HS77-78, 124, 134, 137-38; MacMaster HS77-78, 121; Mentzelopoulos HS76, 78, 81, 85; Phillips HS110, 120; Thompson HS168
5-year rate of return, member's request for information ... Jones, M. HS125; MacMaster HS125; Uebelein HS125
10-year rate of return ... Epp HS92, 116, 119, 142; Jones, M. HS119; MacMaster HS56, 60, 77, 85
10-year rate of return, comparison with benchmark ... Epp HS58, 92-93; Gray HS134, 138; MacMaster HS120, 143; Phillips HS120; Prefontaine HS134; Thompson HS168; Uebelein HS109
2019-2020 net income ... Chair (Orr) HS91; Epp HS58, 92; MacMaster HS62; Singh HS62
2019-2020 rate of return ... Chair (Orr) HS91; Epp HS58, 92, 128
2019-2020 third quarter, net income ... Glasgo HS56
2019-2020 third quarter, rate of return ... Eggen HS56; Glasgo HS56; MacMaster HS56
2020-2021 first and second quarters, comparison with benchmark ... Eggen HS108-9; Epp HS106; MacMaster HS108-9; Mentzelopoulos HS109; Phillips HS110; Uebelein HS109
2020-2021 first quarter, net income ... Mentzelopoulos HS76
2020-2021 first quarter, rate of return ... MacMaster HS77, 85; Mentzelopoulos HS76, 85
2020-2021 first three quarters, comparison with benchmark ... Epp HS116; Gray HS124; MacMaster HS117-18, 120-21; Phillips HS120; Uebelein HS121; Yaseen HS120
2020-2021 fourth quarter, comparison with benchmark ... Epp HS128
2020-2021 net income ... Chair (Rowswell) HS155; Epp HS128, 135, 156; Singh HS135
2020-2021 rate of return ... Chair (Rowswell) HS155; Epp HS128, 156-57; Hunter HS161; Issik HS132; Jones, M. HS159; MacMaster HS157, 159, 161-62; Public participants (2021) HS159; Singh HS161-62
2020-2021 rate of return, comparison with benchmark ... Epp HS133; Gray HS133, 137; MacMaster HS162
2020-2021 second quarter, net income ... Epp HS106
2020-2021 second quarter, rate of return ... Epp HS106; MacMaster HS108; Singh HS109
2020-2021 third quarter, net income ... Epp HS116
2020-2021 third quarter, rate of return ... Epp HS116; MacMaster HS117; Uebelein HS117
2021, rate of return ... MacMaster HS169, 171
2021-2022 first quarter, net income ... Epp HS142
2021-2022 first quarter, rate of return ... Epp HS142; Lovely HS148-49; MacMaster HS143, 149; Prakash HS131; Siddall HS142
2021-2022 second quarter, net income ... Thompson HS168
2021-2022 second quarter, rate of return ... MacMaster HS143, 169; Thompson HS168
Benchmarks, determination of ... Allard HS164-65; Dach HS84-85; Epp HS110, 124, 128, 132, 156, 164; Issik HS132; MacMaster HS81, 110, 165; Mentzelopoulos HS85, 164; Phillips HS110; Prefontaine HS80; Rowswell HS124; Uebelein HS109, 111
Comparison with other funds ... Epp HS116, 133; Gray HS132-34, 138; MacMaster HS110, 125; Mentzelopoulos HS134; Prefontaine HS134; Singh HS110; Uebelein HS110
Comparison with other funds, member's request for information ... Gray HS124
Long-term returns, AIMCo's forecast ... MacMaster HS162, 171-72; Prakash HS172; Singh HS162, 172
Value added by AIMCo ... Stephan HS104; Uebelein HS104
Value added by AIMCo, 5-year average ... Bilous HS170; Epp HS58, 93, 142, 156; Gray HS60-61; MacMaster HS160, 170; Thompson HS168; Uebelein HS58, 61, 93
Value added by AIMCo, 5-year average, member's request for information ... MacMaster HS121; Phillips HS120
Value added by AIMCo, 10-year average ... Bilous HS170; Epp HS93; Glasgo HS61; MacMaster HS56, 160; Siddall HS171
Value added by AIMCo, 2019-2020 ... Epp HS58, 93; MacMaster HS59; Uebelein HS93
Value added by AIMCo, 2019-2020 third quarter ... Glasgo HS56; Gray HS56; MacMaster HS56; Uebelein HS56
Value added by AIMCo, 2020-2021 ... Epp HS133, 157; Gray HS133-34; Jones, M. HS160; MacMaster HS160; Prefontaine HS133-34; Public participants (2021) HS160
Value added by AIMCo, 2020-2021 first quarter ... Mentzelopoulos HS76
Value added by AIMCo, 2021-2022 ... MacMaster HS169

Alberta growth mandate ... Getson HS63, 84; MacMaster HS63, 84; Prefontaine HS63
Asset mix, diversification strategy ... Prakash HS161
Endowment model (proposed) ... Epp HS95; Iwuc HS95
Environmental, social, and governance (ESG) issues ... Hunter HS165, 174-75; Jones, M. HS99, 103, 163; MacMaster HS99, 101, 103-4, 145, 148, 158, 163, 165, 175; Phillips HS147-48, 152, 173; Prakash HS133-34, 148, 163, 165, 173; Prefontaine HS76, 107; Public participants (2020) HS99, 103; Public participants (2021) HS163; Siddall HS143, 146-48, 173, 175; Singh HS101; Uebelein HS94, 103; Yao HS145
Environmental, social, and governance (ESG) issues, member's request for information ... Gray HS124; Uebelein HS124
Investment objectives ... Epp HS92, 96-97, 156, 158; Jones, M. HS158; MacMaster HS157; Mentzelopoulos HS158; Prakash HS159; Public participants (2021) HS158; Uebelein HS98
Review by Treasury Board and Finance ministry ... Eggen HS122; Epp HS95, 99, 107, 111, 116-17, 122-23; Iwuc HS95; Mentzelopoulos HS110; Phillips HS110-11; Prefontaine HS107, 122-23
Treasury Board and Finance ministry statement of investment policies and guidelines, AIMCo compliance ... Epp HS70; MacMaster HS121-22; Phillips HS70; Prakash HS131; Rowswell HS131