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.
Fair Value Pricing
July 2019
When the price of a security isn’t readily available, fund managers are able to estimate the value of a security within a fund. This process is called fair value pricing or fair valuation.
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.