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.
Transformation in Asset Management: Canada vs. the World
June 2022
Fundamental changes in the asset management industry have been building for some time as institutional investors have pursued innovation
for competitive advantage.
The Canada Revenue Agency Revised its Guidance on the Foreign Account Tax Compliance Act and the Common Reporting Standard
March 2022
As communicated in our Tax Forum on July 2021, the CRA released its revised guidance on FATCA and the CRS on March 10, 2022.
Canadian Asset Owners Embrace ESG Investing
March 2022
Institutional investors have become more receptive to environmental, social and governance (ESG).
Multinational Corporations: Paths To Improved Retirement Plan Oversight
February 2022
Multinationals are striving for greater global oversight of their retirement plans, strengthening governance, reducing costs, and ultimately securing better outcomes for their members and beneficiaries.
Department of Finance Releases Draft Tax Proposals
February 2022
The Department of Finance Canada released for public comment a set of draft legislative proposals.