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.
Debt Funds - Sustainable differentiation in a growing market
January 2017
In this report, BNY Mellon looks at the challenges and opportunities for investors and managers in the alternative credit market, focusing in particular on the operational requirements that underpin a successful business model and also exploring the key elements of the current market environment.
Upcoming Regulatory Changes – 871(m) and the Common Reporting Standard
June 2016
U.S. Internal Revenue Code Section 871(m) and the upcoming implementation of the Common Reporting Standard (CRS) in Canada include potential considerations and deadlines for institutional investors in Canada.
Attentive to Alternatives
May 2016
Plan sponsors face a challenging investment environment and many are turning to alternatives, which come with their own unique challenges and opportunities. Given the need by pension funds for returns, diversification, and risk management, alternatives are becoming a more mainstream investment choice as they look to generate ROI.
Risk Culture at CIBC Mellon
February 2016
As an operational transaction-processing organization, we know that careful attention to organizational risk governance, transparency, and personal accountability are critical to helping affirm to clients that we are upholding the trust placed in us.
CIBC Mellon - Our Clients and FATCA
February 2016
The goal of the The Foreign Account Tax Compliance Act (FATCA) is to find offshore accounts held by U.S. taxpayers seeking to avoid paying taxes on them. Banks, brokerages and other custodial accounts from around the world will be asked share records of such clients with the U.S. Internal Revenue Service.