AGF Management Limited Wins Eagle Innovation Award

7 December, 2011

Award Presented to Clients Demonstrating Product Innovation Using Eagle Solutions

BOSTON – November 7, 2011 – Eagle Investment Systems LLC, a leading provider of financial services technology and a subsidiary of BNY Mellon, today announced that it has presented AGF Management Limited (AGF) the Eagle Innovation Award, an honor given to clients for achievement in product innovation. The award was given away at the 2011 Eagle Client Conference which was held in Boca Raton, FL from November 6 – 9.

Based in Toronto and managing approximately $46 billion CAD in AUM, AGF provides investment management services to advisor, institutional and high-net-worth clients from its offices across Canada and subsidiaries around the world. AGF won the award due to its creative use of the Eagle platform including the generation of more than 500 fund fact sheets to support the Ontario Securities Commission’s point of sale regulations across all of AGF’s retail mutual funds. These documents are generated and automatically pushed to the AGF website using the Eagle platform.

“Eagle was very impressed with the creativity and cost savings that AGF realized using the Eagle suite,” said John Lehner, Eagle CEO and president. “AGF exemplifies a true client success story resulting from innovation, collaboration, commitment and efficiencies.”

Chris Jackson, chief information officer, senior vice president, Operations and IT at AGF was a guest presenter at the Eagle client conference. In his presentation, Mr. Jackson discussed how AGF leverages Eagle ACCESSSM and the workflow tools across Eagle’s portfolio management solution to achieve one well governed source of data for the entire investments division. He also discussed how centralized data management is allowing the firm to improve data quality, distribution and and usage for various reporting needs .

“AGF has made tremendous strides through the use of Eagle solutions,” said Mr. Jackson. “In addition to our data management and accounting benefits, the ability for AGF to leverage the centralized source of investment data needed to generate the fund fact sheets enabled significant cost efficiencies. Our use of the Eagle suite is limitless and we look forward to continuing to see many benefits from this investment.”

AGF Management Limited is one of Canada's premier independent investment solutions firms with offices across Canada and subsidiaries around the world. AGF's products include a diversified family of award-winning mutual funds, mutual fund wrap programs and pooled funds. AGF also manages assets on behalf of institutional investors including pension plans, foundations and endowments as well as for private clients. In addition, AGF Trust is a complementary business that offers GICs, loans and mortgages through the financial advisor and mortgage broker channels. With approximately $46 billion in total assets under management, AGF serves more than one million investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

Eagle Investment Systems is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private cloud, Eagle ACCESSSM. Since 1989, Eagle has deployed trusted solutions and services that create operational efficiencies and help reduce complexity and risk. Eagle Investment Systems LLC is a subsidiary of BNY Mellon. Additional information is available at


BNY Mellon's Asset Servicing business supports institutional investors in today’s fast-evolving markets, safeguarding assets and enhancing the management and administration of client investments through services that process, monitor and measure data from around the world. We leverage our global footprint and local expertise to deliver insight and solutions across every stage of the investment lifecycle.

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team. It has $25.9 trillion in assets under custody and administration and $1.2 trillion in assets under management, services $11.9 trillion in outstanding debt and processes global payments averaging $1.6 trillion per day. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at and through Twitter@bnymellon.

Press contact: 
Eagle Investment Systems LLC
Kendra Ahern
T: +1 781 943 2007

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Eagle Investment Systems LLC is a leading global provider of financial technology solutions.Eagle's data management, investment accounting and performance measurement solutions integrate and streamline the investment process in support of achieving improved business efficiencies at a lower cost of ownership.