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.
At the Crossroads: Investor Demands and Fund Manager Realities
March 2018
In partnership with FT Remark, BNY Mellon’s second issue of the Race for Assets series explores in greater detail how fund managers can adopt new operational models in support of future alternative asset growth and investor demands.
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.