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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 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.
dot map of the world
10.4%
Europe 10.4%
2.5%
Australia 2.5%
3.2%
Asia 3.2%
4.5%
U.K. 4.5%
33.1%
U.S. 33.1%
4.1%
Rest of the World 4.1%
42.2%
Canada 42.2%

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.