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.
Attentive to Alternatives
Plan sponsors face a challenging investment environment and many are turning to alternatives, which come with their own unique challenges and opportunities. Given the need by pension funds for returns, diversification, and risk management, alternatives are becoming a more mainstream investment choice as they look to generate ROI.
Risk Culture at CIBC Mellon
As an operational transaction-processing organization, we know that careful attention to organizational risk governance, transparency, and personal accountability are critical to helping affirm to clients that we are upholding the trust placed in us.
CIBC Mellon - Our Clients and FATCA
The goal of the The Foreign Account Tax Compliance Act (FATCA) is to find offshore accounts held by U.S. taxpayers seeking to avoid paying taxes on them. Banks, brokerages and other custodial accounts from around the world will be asked share records of such clients with the U.S. Internal Revenue Service.