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Pictet Asset Management, Ltd.
1000 de la Gauchetiere Ouest, Suite 3100
Montreal, QC H3B 4W5, Canada
www.pictet.com 		9009079
514 288-0253
FAX: 514 288-5473

General Information
Firm Category:   Advisor (Investment Manager)
Affiliate/Subsidiary:   Subsidiary of Pictet & Co., Geneva
General Email: mtl-inst@pictet.com # of Professional Employees: 454
SEC Federal File #: 801-15143 Federal Registration Date: 4/17/1980
Firm is registered with SEC: Y   
Assets under Management Assets # of Clients  
Tax-Exempt $30,256,653 479  
Taxable $78,248,596 82  
Total $108,505,249 561  

23.74% Individually Managed, 76.26% Commingled
100.00% Discretionary
All assets in thousands of dollars
Valuation Date: 12/31/2008

Asset Detail
Tax-exempt Clients Assets(000's) Client   Description
Corporate $9,799,593 257  
Public $8,073,483 73  
Union $9,409 3  
Other1 $1,407,001 56   Foundations, Endowments & Not for Profit
Other2 $7,211,359 30   Third Party/Sub-Advisory
Other3 $3,755,808 60   Bank & Financial
Taxable Clients Assets(000's) Client   Description
Mutual Funds $75,163,485 4  
Individuals $2,536,730 56  
Other1 $548,381 22   Corporate
Mutual Fund Details
Mutual Fund Assets: $88,272,218
    % of mutual funds in Equity Funds 41.87%
    % of mutual funds in Bond Funds 50.21%
    % of mutual funds in Balanced Funds 7.89%
    % of mutual funds in Other Funds 0.03%
Asset Mix
Asset Type Pct.  
Cash & Short Term Tax-Exempt 3.34%  
Emerging Markets Equities Tax-Exempt 16.30%  
European Equities Tax-Exempt 4.49%  
Global Equities Tax-Exempt 2.27%  
Hedge Funds Tax-Exempt 1.35%  
Indexed Equities Tax-Exempt 28.25%  
Japanese Equities Tax-Exempt 2.87%  
Small Cap Equities Tax-Exempt 4.89%  
Emerging Markets Bonds Tax-Exempt 1.97%  
European Bonds Tax-Exempt 10.06%  
Global Bonds Tax-Exempt 1.08%  
High Yield Bonds Tax-Exempt 0.11%  
Balanced Tax-Exempt 12.83%  
EAFE Tax-Exempt 6.24%  
Other3 Allocation (see description) Tax-Exempt 3.73%  
Other4 Allocation (see description) Tax-Exempt 0.22%  
 
Cash & Short Term Taxable 31.40%  
Emerging Markets Equities Taxable 7.59%  
Equities (unspecified) Taxable 0.41%  
European Equities Taxable 1.99%  
Global Equities Taxable 0.65%  
Hedge Funds Taxable 5.84%  
Indexed Equities Taxable 5.66%  
Japanese Equities Taxable 1.14%  
Small Cap Equities Taxable 0.28%  
Emerging Markets Bonds Taxable 1.95%  
European Bonds Taxable 3.41%  
Global Bonds Taxable 3.30%  
High Yield Bonds Taxable 0.27%  
Other Taxable 2.11%  
EAFE Taxable 0.26%  
Other3 Allocation (see description) Taxable 33.74%  

Contacts
Mr. Richard Heelis Chief Investment Officer (London)
44-20 7847-5000Job Function:  Senior Investment Officer, Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   Japanese Equities
Ms. Aylin Suntay Deputy Chief Investment Officer & Head of Small Cap Equities (Geneva)
Job Function:  Investment Officer, Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. Renaud DePlanta Chief Executive Officer
Job Function:  President / CEO
Mr. John Maratta Senior Vice President
514 350-6236Job Function:  Client Contact / Marketing Officer
Email:   jmaratta@pictet.com
Year Hired:   2000
Mr. Peter O'Reilly Chief Marketing Officer, North America
514 350-6222Job Function:  Client Contact / Marketing Officer
Email:   poreilly@pictet.com
Year Hired:   1994
Mr. David Cawthrow Chief Compliance Officer
Job Function:  Compliance Officer
Email:   dcawthrow@pictet.com
Year Hired:   2005
Mr. Chris Montague Senior Manager
44-20 7847-5000Job Function:  Person Responsible for Proxy Voting
Email:   cmontague@pictet.com
Year Hired:   1994
Mr. Roman Peltier Head of Risk Control
44-20 7847-5000Job Function:  Responsible for Investment Risk Management
Email:   rpeltier@pictet.com
Year Hired:   2005
Mr. Bill Barker Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager, Research Analyst
Ms. Mary-Therese Barton Investment Manager (London)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Fixed Income Portfolio Manager
Mr. Jonathan Bell Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. Oliver Bell Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. Mark Boulton Head of Global Value (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. Gurdeep Bumbra Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   European Equities
Mr. Stephen Burrows Product Specialist & Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. David Chatterjee Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   Asian/Pacific Rim Equities
Mr. Michael Collins Strategy Advisor (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. Tim Day Senior Investment Manager (London)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. Philippe De Weck Senior Investment Manager (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. Nicolas Faure Investment Manager
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   European Equities
Mr. Chris Ford Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Equity Portfolio Manager
Specialty:   International Equities
Mr. Nils Franke Head of Total Return Equities (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Equity Portfolio Manager
Mr. Adrian Hickey Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   Japanese Equities
Mr. Justin Hill Senior Portfolio Manager (London)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   Small Growth Companies
Mr. Peter Jarvis Senior Investment Manager (London)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Ms. Micki Junge Senior Investment Manager (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Fixed Income Portfolio Manager, Research Analyst
Mr. Oliver Knobloch Senior Investment Manager (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. Yves Kramer Senior Investment Manager
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager, Research Analyst
Specialty:   Technology, Telecommunications
Ms. Swee-Kheng Lee Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, International Portfolio Manager, Equity Portfolio Manager, Research Analyst
Mr. Bruno Lippens Senior Investment Manager (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager, Research Analyst
Specialty:   Telecommunications
Mr. Simon Lue-Fong Head of Global Emerging Debt Team (London)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Fixed Income Portfolio Manager
Ms. Nidhi Mahurkar Co-Head of Emerging Markets (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   Asian/Pacific Rim Equities
Mr. Michael McLaughlin Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. Amit Mehta Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Research Analyst
Mr. Gabriel Micheli Junior Investment Manager (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager, Research Analyst
Mr. Emad Mostaque Junior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager
Mr. Fabio Paolini Head of EAFE (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   European Equities
Mr. Louis-Mathieu Perrin Senior Investment Manager (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager, Research Analyst
Specialty:   Utilities
Mr. Sam Perry Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   International Equities
Mr. Hans-Peter Portner Head of Sector & Theme Funds (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   Utilities
Ms. Caroline Reyl Senior Investment Manager (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. Thomas Rodwell Co-Head of Emerging Markets (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. Philippe Rohner Senior Investment Manager (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   Energy
Mr. Philippe Sarreau Senior Fund Manager (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Equity Portfolio Manager
Ms. Sylvie Sejournet Senior Investment Manager (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager, Research Analyst
Specialty:   Consumer Goods & Services, Media
Mr. Lan Wang Simond Senior Investment Manager (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Mr. John Paul Smith Chief Strategist (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Ms. Serena Tyrell Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   Japanese Equities
Mr. Louis Vellieux Senior Investment Manager (Geneva)
Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager, Research Analyst
Specialty:   Industrial Products, Transportation
Ms. Orlena Yee Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Fixed Income Portfolio Manager
Ms. Agne Zitkute Senior Investment Manager (London)
44-20 7847-5000Job Function:  Tax-exempt Portfolio Manager, Taxable Portfolio Manager, International Portfolio Manager, Mutual Fund Portfolio Manager, Equity Portfolio Manager
Specialty:   European Equities
Mr. Chris Green Head Trader (London)
44-20 7847-5000Job Function:  Manager of Trading Department, Trader
Year Hired:   1999
Specialty:   Manager-Trading Department
Ms. Isabelle Alexander Investment Analyst (London)
Job Function:  Research Analyst
Mr. Laurent Belloni Investment Manager (Geneva)
Job Function:  Research Analyst
Mr. David Bird Global Sector Specialist (London)
Job Function:  Research Analyst
Mr. Arnaud Bisschop Investment Manager (Geneva)
Job Function:  Research Analyst
Mr. Marc Booty Global Sector Specialist (London)
44-20 7847-5000Job Function:  Research Analyst
Specialty:   Health Care
Mr. Vladimir Cara Analyst (London)
44-20 7847-5000Job Function:  Research Analyst
Specialty:   Technology
Mr. Guido Chamorro Credit Manager (London)
44-20 7847-5000Job Function:  Research Analyst
Mr. Robert James Investment Analyst (London)
Job Function:  Research Analyst
Ms. Karen Kharmandarian Senior Investment Manager (Geneva)
Job Function:  Research Analyst
Mr. Cedric Lecamp Junior Investment Officer (Geneva)
Job Function:  Research Analyst
Ms. Julie Lee Investment Analyst (London)
44-20 7847-5000Job Function:  Research Analyst
Ms. Tam Nguyen Portfolio Analyst (London)
44-20 7847-5000Job Function:  Research Analyst
Mr. Naydeep Sheera Global Sector Specialist (London)
44-20 7847-5000Job Function:  Research Analyst
Specialty:   Technology
Mr. Russell Brody Senior Trader (London)
44-20 7847-5000Job Function:  Trader
Mr. Jeremy Kirkman Trader (London)
44-20 7847-5000Job Function:  Trader
Mr. Brett Lee Senior Trader (London)
44-20 7847-5000Job Function:  Trader
Mr. Mark Walkling Senior Trader (London)
44-20 7847-5000Job Function:  Trader
Ms. Connie Phek Yue Leong Senior Trader (London)
44-20 7847-5000Job Function:  Trader

Advisor Counsel Services
Investment Advisory ServicesAsset Manager, Fixed Assets, Equity Assets, Alternative Assets
Investment Counsel ServicesCash, Short Term; Equities - Canadian; Equities - Core Diversified; Equities - Emerging Markets; Equities - Global; Equities - Growth; Equities - International; Equities - Japanese; Equities - Large Cap; Equities - Mid Cap; Equities - Other U.S.; Equities - Small Cap; Equities - Value: Low P/E; Balanced Accounts; Bonds - Emerging Markets; Bonds - Global; Bonds - Government Agency; Bonds - High Yield; Bonds - International; Bonds - Other U.S.; Fund of Funds; Hedge Funds; Social Screening

Investment Style & Fee Schedule
Investment Style Through active management PAM Ltd. seeks to exploit market inefficiencies where we see the opportunity for alpha. We set and monitor risk at every stage of our processes. Bottom-up stock selection drives our process and we use a wide range of research inputs including our in-house Sector and regional specialists.
Research: 65% from In-house Sources, 30% from Street Sources, 5% from External Databases, Brokers
Minimum Account Size: $10-$50 million depending on mandate and investment vehicle
Fee Schedule: Segregated: International Small Cap: First $50 million: .8%; next $50 million: .7%; thereafter: .6%. Emerging Markets: First $100 million: .9%; thereafter: .8%. Global Fixed Income: First $50 million: .35%; next $50 million: .25%; thereafter: .2%. EAFE: First $50 million: .7%; next $50 million: .6%; thereafter: .5%. European Small Cap: First $50 million: .7%; next $50 million: .6%; thereafter: .5%. Commingled Funds TER: EAFE: .95%; International Small Cap: 1.2%; Global Emerging Markets: 1.18%.
GIPS performance standards, Y/N: Y
Association Memberships: FSA
Socially Screened Investments Y
Social Restrictions: Sin free.

Branch Offices
AddressMoor House, Level 11, 120 London Wall, London, England
44-20 7847-5000
NamePictet Asset Management SA
AddressRoute des Acacias, 1211, Geneva, 73, Switzerland
41-22 58-323-3333
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