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.
Foreign Account Tax Compliance Act (FATCA)
July 2019
CIBC Mellon and many of its clients are required to take action by the U.S. Department of the Treasury, U.S. Internal Revenue Service (IRS) and the Canadian government (through the legislation introducing the Canada-U.S. Intergovernmental Agreement) (the "IGA") with respect to implementing the provisions of the Foreign Account Tax Compliance Act (FATCA).
New Proposed Regulations for Withholding on Transfers of Certain Partnership Interests
June 2019
The U.S. Treasury Department (Treasury) and the
U.S. Internal Revenue Service (IRS) issued proposed regulations
with guidance on how to apply withholding tax under U.S. Internal
Revenue Code (IRC) Section 1446(f).
The Race for Assets: Canada vs. the World
May 2019
Explore CIBC Mellon’s exclusive study of Canadian institutional investors’ shift to alternative investments. Our research highlights trends and expectations, and highlights areas where Canadians stand apart (or ahead) of global peers.
Private Debt: The Rise of an Asset Class
September 2018
BNY Mellon’s fifth issue of its Race for Assets series notes that the growth of the private debt market has been nothing short of phenomenal over the last decade as it matches the needs of yield-seeking institutional investors and companies looking for capital to grow.
Preparing for the Unexpected: Business Continuity and Information Security Trends and Tactics
August 2018
As technology-related incidents continue to impact business operations across the globe, understanding how to protect against cybersecurity attacks and other threats to business operations is becoming increasingly critical. This paper discusses the top business continuity and information security trends and how companies can mitigate risk.