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File #: TMP-30228    Version: 2 Name:
Type: Presentation - AC/RC Status: Received
File created: 3/21/2023 In control: General Committee
On agenda: 4/5/2023 Final action: 3/29/2023
Title: PRESENTATION CONCERNING THE 2022 INVESTMENT MANAGEMENT REPORT Craig Millar, Chief Financial Officer introduced Chairman, Geoff Waters of the Investment Board. Geoff Waters Chair of the City's Investment Board provided a presentation regarding the 2022 Investment Management Report. Mr. Waters discussed slides concerning the following topics: * A 2022 year in review; * A bar graph illustrating the performance of asset types; * A graph illustrating the negative returns on bonds and stocks; * The investment strategies and performance of the total fund; * Pie charts illustrating asset allocation by class and fund; * An overview of short duration strategy performance; * A line graph demonstrating the historical yield of GICs; * A bar graph illustrating sector allocation relative to the benchmark; * A line graph illustrating dollar cost averaging for the equity portfolio; * A line graph illustrating currency performance; and * A market outlook and opportunities. Members of the Committee...
Attachments: 1. Presentation 2022 Investment Management Report, 2. 2022 Investment Management Report

Title

PRESENTATION CONCERNING THE 2022 INVESTMENT MANAGEMENT REPORT

 

Craig Millar, Chief Financial Officer introduced Chairman, Geoff Waters of the Investment Board.

 

Geoff Waters Chair of the City’s Investment Board provided a presentation regarding the 2022 Investment Management Report.

 

Mr. Waters discussed slides concerning the following topics:

 

                     A 2022 year in review;

                     A bar graph illustrating the performance of asset types;

                     A graph illustrating the negative returns on bonds and stocks;

                     The investment strategies and performance of the total fund;

                     Pie charts illustrating asset allocation by class and fund;

                     An overview of short duration strategy performance;

                     A line graph demonstrating the historical yield of GICs;

                     A bar graph illustrating sector allocation relative to the benchmark;

                     A line graph illustrating dollar cost averaging for the equity portfolio;

                     A line graph illustrating currency performance; and

                     A market outlook and opportunities.

 

Members of the Committee asked questions of Mr. Waters and received responses.