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.
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.
Securities Finance Industry Trends
February 2022
The financial services industry maintained high standards of risk management and service delivery in 2021.
The CRA’s Reporting Requirements for Trusts and Revenu Québec’s Guide to Filing The Trust Income Tax Return
February 2022
The Department of Finance proposed a new T3 Trust Income Tax and Information Return filing requirements for trusts.