Trade Talk - May 2013
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Table of Contents
Help for what ails you
In this issue...
Clients in Canada and around the world are under siege from multiple directions, as the demands for more reporting, more transparency, and compliance with more regulations come up against relentless pressure to contain costs and improve performance.
Federal Budget tax proposals may impact CIBC Mellon clients
A number of significant tax proposals in the budget that may affect CIBC Mellon's clients. Find out how.
The customized, self-serve future of investment reporting
From asset allocation to key portfolio metrics to compliance requirements, managers are facing substantial human and financial capital investment to meet today’s appetite for reporting.
New options available to customize pension plan member communications
We've made a number of improvements to the communications that your pensioners and members receive from CIBC.Mellon. Take a closer look.
Working towards a more valued partnership and client experience
We work in an environment with many challenges including a constantly evolving regulatory environment; ongoing technological change; economic headwinds such as the ongoing low interest rate environment and the growing demands from many stakeholders for expanded reporting and disclosure. Our goal remains: to align our priorities with those of our clients and their investment managers and deliver an outstanding experience.
This issue by:
- David Linds
- Simon Lee
- Mary O’Leary
- Cathy Lewis
- Sheila Munro
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Trade Talk® is provided for general information purposes only and CIBC Mellon Global Securities Services Company, CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make no representations or warranties as to its accuracy or completeness. Readers should be aware the content of this publication should not be regarded as legal, tax, accounting, investment, financial or other professional advice nor is it intended for such use.