BNY Mellon | Eagle Investment Systems

Natcan Selects Eagle for Data Management, Performance Measurement, and Reporting

Boston, MA - October 4, 2004 - Eagle Investment Systems Corp. today announced that Natcan Investment Management, one of Canada’s largest investment managers with approximately $27 billion (CAD) assets under management, has selected Eagle’s data hub, browser-based portal, performance measurement, and client reporting solutions.

Based on the flexibility of the solutions and browser-based technology, Natcan chose to implement Eagle PACE(TM), a data hub; Eagle Performance, which includes solutions for investment portfolio performance, AIMR-PPS®/GIPS® composite management, performance attribution, and analysis and reporting; Eagle’s client reporting module for report generation and workflow; and the Eagle Portal, a browser-based information delivery vehicle. The Eagle Professional Services team based in Toronto will manage the implementation in collaboration with Natcan’s information technology team based in Montreal.

At the core of Natcan’s solution is Eagle’s data hub. By consolidating its various third-party data feeds and centralizing the data management process, Natcan will realize significant improvements in operational efficiencies and will be able to deliver critical business information in a timely fashion. Further benefits of employing a data hub include improved data analysis and reporting capabilities. Using Eagle’s performance solutions, Natcan will be able to achieve enhanced performance measurement and generate security level performance and attribution while automating the composite generation.

"Our firm has undergone considerable growth over the past few years. With the significant increase in the number of portfolios that we manage, it was becoming increasingly necessary to invest in our information technology systems and to implement optimal data centralization strategies and straight-through processes," said Sam Reda, Natcan Investment Management’s president and chief operating officer. "This investment confirms our commitment to adapt to the more recent industry trends and will quickly manifest itself through numerous advantages and benefits for our clients."

"Eagle is pleased to offer Natcan a product suite that meets their needs for data management, performance measurement and client reporting solutions," said David Palten, Eagle president and chief executive officer. "With industry support for our integrated product suite and single data model, more and more firms are recognizing the power of Eagle’s data-centric solutions that tactically solve today’s business challenges, while positioning them on a technology platform for the future. We welcome Natcan to the rapidly growing number of Canadian clients using Eagle solutions."