Our Thinking
Insights and big ideas from CIBC Mellon and BNY, designed to help institutional investors in Canada navigate today's complex market and regulatory environment.
Invested in Canada: Connecting with Clients at Sibos 2026
September 2026
As Canada's leader in asset servicing, we are looking forward to connecting with global investment servicing and sub-custody clients and prospects at Sibos in Miami, September 28 to October 1, to raise Canada’s profile and help institutional investors better understand the Canadian market landscape.
Two Sides of the Same Coin: Integrating Total Portfolio Approach with CAPSA's Risk Governance
September 2026
For Canadian pension plans, long-term success depends on treating return and risk as two sides of the same coin: Total Portfolio Approach drives opportunity, while CAPSA Guideline 10 provides the governance and guardrails to pursue it responsibly.
Modernization & Member Experience in Pension Benefit Services
July 2026
CIBC Mellon convened an executive roundtable on modernization and member experience in pension benefit services in Canada.
Balancing Control and Capability
June 2026
CIBC Mellon’s annual research series examines how asset owners are rethinking what to build, what to buy, and how to govern it all.
Canadian Tax Outlook
May 2026
As part of the 2026 CIBC Mellon Leadership Series, CIBC Mellon hosted the Canadian Tax Outlook Breakfast in Toronto, featuring a technical discussion on U.S., Canadian and global tax developments affecting financial institutions, investment funds and market participants.