Our Thinking
Insights and big ideas from CIBC Mellon and BNY Mellon, designed to help institutional investors in Canada navigate today's complex market and regulatory environment.
Re-Defining Defined Contribution Plans
February 2018
With a growing number of Canadian employees facing a retirement funding shortfall, plan sponsors have worked to enhance defined contribution schemes by adopting an “institutionalized” approach to DC plan construction.
Alternative Investments Surge Ahead
November 2017
In BNY Mellon's survey of institutional investors and fund managers, BNY Mellon examines the drivers behind the alternative asset revolution. BNY Mellon’s report, conducted in partnership with FT Remark, reveals a bright outlook for alternative assets.
Shortening the Settlement Cycle: Final CSA Amendments to NI 24-101
July 2017
The Canadian Securities Administrators announced they are adopting amendments to National Instrument 24-101 “Institutional Trade Matching and Settlement” and to its companion policy. Changes include the harmonization of the T+1 institutional trade matching and settlement deadline.
Canadian Insights on the Upcoming Common Reporting Standard
June 2017
This communication provides updated information on the CRS. The CRS is intended to be a global standard for the exchange of financial account information, including disclosure of income earned by non-resident individuals and organizations.
Preparing for the Implementation of Sections 871(m) and 305(c)
May 2017
The U.S. Internal Revenue Service (IRS) has released final, temporary, and proposed regulations under IRC 871(m). This paper highlights aspects of sections 871(m) and 305(c) that institutional investors in Canada may wish to consider.