GIPS

Integrated Asset Management Claims Compliance with Global Investment Performance Standards (GIPS®)

It has been independently verified for the period of October 1, 2005 through December 31, 2014. The verification report is available upon request. GIPS® verification should not be construed as approval or endorsement by any government or regulatory entity.

The GIPS standards are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results to prospective clients. The GIPS standards were created and are administered by CFA Institute, the global, not-for-profit association of investment professionals that awards the Chartered Financial Analyst (CFA®) designation, among others.

To receive a list of composite descriptions of IAM and/or a presentation that complies with GIPS®, please email David Mather at dmather@iamgroup.ca, or write to IAM, 70 University Avenue, Suite 1200, Toronto, Ontario M5J 2M4 Canada