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.
Alternative Investments Surge Ahead
November 2017
In BNY Mellon's survey of institutional investors and fund managers, BNY Mellon examines the drivers behind the alternative asset revolution. BNY Mellon’s report, conducted in partnership with FT Remark, reveals a bright outlook for alternative assets.
Shortening the Settlement Cycle: Final CSA Amendments to NI 24-101
July 2017
The Canadian Securities Administrators announced they are adopting amendments to National Instrument 24-101 “Institutional Trade Matching and Settlement” and to its companion policy. Changes include the harmonization of the T+1 institutional trade matching and settlement deadline.
Canadian Insights on the Upcoming Common Reporting Standard
June 2017
This communication provides updated information on the CRS. The CRS is intended to be a global standard for the exchange of financial account information, including disclosure of income earned by non-resident individuals and organizations.
Preparing for the Implementation of Sections 871(m) and 305(c)
May 2017
The U.S. Internal Revenue Service (IRS) has released final, temporary, and proposed regulations under IRC 871(m). This paper highlights aspects of sections 871(m) and 305(c) that institutional investors in Canada may wish to consider.
Preparing for Canada’s move to a T+2 Settlement Cycle
April 2017
Canada is expected to move to T+2 settlement at the same time as U.S. markets on September 5, 2017. Firms are not only responsible for satisfying themselves regarding their own systems, but to take steps to confirm that their linkages with other stakeholders in the settlement chain are prepared for the move.