Annual Report 2023
Building Tomorrow, Today
Overview
A thoughtful strategy creates the foundation for long-term success. AIMCo emerged from 2023 with renewed plans for managing clients’ investment portfolios and a clear vision of what it will take to fulfill our purpose.
We delivered solid investment returns amid complex market conditions while elevating our service to clients.
With global expansion and strengthened expertise, together we are building tomorrow, today.
2023 Highlights
For the year ended December 31, 2023
Assets Under Management
$
160.6
B
Balanced Fund Net Investment Rate of Return
8.0
%
Total AIMCo Net Investment Rate of Return
6.9
%
2023 ASSET MIX
Money Market & Fixed Income
Money Market, Fixed Income, Mortgages, Real Return Bonds, Private Debt & Loan
Private Markets
Infrastructure, Real Estate, Renewable Resources, Private Equity
Public Equities & Absolute Return
$
153.7
B
AIMCo Total*
$
120.6
B
Balanced Funds
For calendar year ending December 31, 2023
*Total AIMCo Fund calculations do not include $6.9 billion of assets that do not meet the required conditions for inclusion in AIMCo’s excess returns as of December 31, 2023.
Long-Term Investment Performance
Balanced Fund Four-Year Net Annualized Rate of Return
5.3
%
Balanced Fund Ten-Year Net Annualized Rate of Return
7.3
%
Balanced Fund Ten-Year Net Net Investment Return
$
62.2
B
2023 Global
Asset Mix
AIMCo invests globally to build diversified, long-term focused portfolios for our clients. We are a made-in-Alberta entity with the scale, independence and expertise to serve all who rely on us.
Our Purpose
We help our clients secure a better financial future for the Albertans they serve.
Get the Full 2023 Annual Report
Find out how AIMCo is building tomorrow, today on behalf of clients and the Albertans they serve.