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Alberta Investment Management Corporation

PRI reporting framework 2020

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基本情報

OO 01. Signatory category and services

01.1. 組織が提供している サービスおよびファンドを選択してください。

組織が提供しているサービスおよびファンドを選択してください。
運用資産(AUM)に占める割合(%)
ファンドの運用
ファンドオブファンズ、マネージャーオブマネージャーズ、サブアドバイザー商品
その他(具体的に記入してください)
合計100%

投資マネージャーが(上記のオプションに加えて)選択できます。

01.2. 追加情報 [任意]

Alberta Investment Management Corporation (AIMCo) is an agent of the Crown in right of Alberta and operates under the authority of the Alberta Investment Management Corporations Act, Chapter A-26.5. AIMCo provides investment management services in accordance with the Alberta Investment Management Corporations Act, primarily to the Province of Alberta and certain public-sector pension plans. The Corporation forms part of Alberta’s Ministry of Treasury Board and Finance for which the President of Treasury Board and Minister of Finance is responsible. Assets under management are invested in segregated investments owned by AIMCo's clients or aggregated in one or more pooled investment portfolios managed by AIMCo. Some of these assets are managed by third-party investment managers selected and monitored by AIMCo in order to achieve greater diversification, as well as to access external expertise and specialized knowledge. 

AIMCo operates independently and at arm's-length from the Government of Alberta, and it is governed by a professional board of directors that is independent from the Government of Alberta and AIMCo management. In providing investment management services to our clients, AIMCo acts in the best interests of our clients.


OO 02. Headquarters and operational countries

02.1. 組織の拠点がある場所を選択してください。

Canada

02.2. オフィスが所在している国数を記載してください(本部を含む)。

02.3. 組織が正規雇用しているスタッフのおおよその人数を記載してください。

460.80 正規職員

02.4. 補足情報 [任意]

Our employees work out of AIMCo’s four offices, with headquarters in Edmonton. The team of talented professionals is committed to delivering excellence for our clients. Our global footprint allows us to attract top talent eager to work in a collaborative and dynamic environment.


OO 03. Subsidiaries that are separate PRI signatories

03.1. 組織内に単独でPRI署名機関となっている子会社があるかどうかを記載してください。

03.3. 補足情報 [任意]

AIMCo does not currently have any subsidiaries, and the creation of any such subsidiary would require approval by Order in Council. Although AIMCo has established many investment vehicles or "blocker corporations" for investment management purposes, such corporations are owned directly or indirectly (that is, as a subsidiary of a blocker corporation) by our clients and not by AIMCo.


OO 04. Reporting year and AUM

04.1. 報告年度の最終日を記載してください。

31/12/2019

04.2. 報告年度末のAUM合計を記載してください。

子会社のAUM(顧問業務/執行のみの資産を除きます)を含みますが、(OO 03.2で「いいえ」と回答した)報告しないことを選択したPRIの署名機関である子会社のAUMを除きます。
Total AUM
10億 100万
Currency
Assets in USD
10億 100万

04.4. 執行および顧問業務サービスを利用して運用する資産の報告年度末時点のAUM合計を記載してください。

04.5. 補足情報 [任意]

AIMCo provides investment management services to designated Alberta pension, endowment and government funds. It operates at arm's-length from the Government of Alberta and on a commercial terms.


OO 06. How would you like to disclose your asset class mix

06.1. どのように資産クラス構成を開示したいかについて記載してください。

組織内で運用
組織外で運用

 

上場株式 10-50% 24.09 10-50% 14.60
債券 10-50% 19.16 <10% 0.80
プライベートエクイティ <10% 2.05 <10% 1.96
不動産 10-50% 11.90 <10% 1.14
インフラ <10% 7.56 <10% 0.54
コモディティ 0 0 0 0
ヘッジファンド 0 0 0 0
ファンドオブヘッジファンズ 0 0 0 0
森林 <10% 1.3 <10% 0.31
農地 0 0 <10% 0.11
包括的な金融 0 0 0 0
現金 0 0 0 0
短期金融市場商品 <10% 9.55 0 0
その他(1)(以下に具体的に記入してください) <10% 4.59 <10% 0.27
その他(2)(以下に具体的に記入してください) <10% 0.06 0 0

‘その他(1)’を具体的に記入してください

          Mortgages & Loans
        

‘その他(2)’を具体的に記入してください

          Tactical Overlays
        

06.2. 添付の画像に従って組織の資産クラス構成を公表する

06.3. 組織にオフバランスシート資産はありますか?

06.5. 組織がフィデューシャリー・マネージャーを使うかどうかを記載してください。

06.6. AUM資産クラス分割について説明する情報を記載してください。 [任意]

Each of AIMCo’s clients operates within unique parameters and specific obligations. Our clients are responsible for establishing their respective investment policies and return targets. AIMCo works with them to develop appropriate investment portfolios that consider the risk and return characteristics so they can meet those targets. Our clients' funds can be broadly categorized into two categories, Balanced Funds and Government & Specialty Funds.

Balanced Funds combine asset allocation and active investment management to earn higher returns. Diversification plays an important role in maintaining a level of portfolio risk that is appropriate to the client, as these funds can traditionally include relatively more aggressive investment strategies, which are implemented in a risk management framework.

Government & Specialty Funds tend to include larger amounts of operating capital, and therefore have a lower risk-tolerance to market fluctuations, and reduced risk relative to equities. These funds target short-term high-quality returns which can mean less volatility. Investments are primarily in fixed income assets and have a commensurately lower return expectation as a result.


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market

09.1. 組織のAUMの内訳を市場別に示してください。

93.1 先進国市場
3.91 新興国市場
0.0 フロンティア
3.01 その他の市場
合計100% 100.02%

09.2. 補足情報 [任意]

AUM by market provided by country of incorporation.


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