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.
COVID-19: Key Regulatory Considerations for Canadian Plan Sponsors
May 2020
CIBC Mellon’s top priority for pension benefit services is supporting our clients in delivering on the pension promise. In these unprecedented times, we know that retirees and plan members depend on the delivery of pension payments.
Business Continuity Considerations: Pandemic Preparedness
March 2020
Planning is an essential element of positioning an organization to respond to potential disruptions.
Running a ‘Simpler, Smarter, Safer’ Firm amid Digital and Operational Disruption
March 2020
When it comes to investing across borders, maintaining a best-in-class operating model is central to the success of any financial services firm - but that’s only part of the picture. A sound strategy, an eye for risk management, and a company’s culture—especially its people—are just as important in the long term.
Five Tax Considerations for Global Institutional Investors
September 2019
As global institutional investors navigate international markets in pursuit of their investment goals, the pursuit of appropriate tax treatment and the effective execution of tax filing, reclaim and other activities is a key aspect of investment operations. After all, investors are keen to avoid leaving money on the table, and to ensure they meet the necessary requirements from local authorities as they invest into target markets.
Canada Enacts the Multilateral Convention to Implement Tax Treaty Related Measures to Prevent Base Erosion and Profit Shifting
July 2019
Canada’s Department of Finance announced that the Multilateral Convention to Implement Tax Treaty Related Measures to Prevent Base Erosion and Profit Shifting (also known as the Multilateral Instrument, or MLI) sponsored by the Organisation for Economic Co-operation and Development (OECD), has been enacted into law in Canada.