Canada is home to some of the world’s most sophisticated and innovative investment companies and is increasingly a global centre where financial technology companies are bringing innovative solutions to market. An example of this is d1g1t. d1g1t is a leading institutional-grade wealth management platform for Independent Advisors, Multi-family Offices, portfolio advisors, and Broker-Dealers. d1g1t offers a streamlined workflows for reporting, portfolio management, operational efficiencies,...

CIBC Mellon’s Q in Review highlights industry trends and regulatory developments impacting the client segments that we service across Canada. In this episode, Mary Ann Mackenzie, Chief Client Experience Officer, and Richard Videvik, Assistant Vice President, Relationship Management, present a review of the quarter’s top announcements, summarize key developments, market momentum, and opine on the outlook for the Canadian financial services industry. This presentation contains the...

At the Toronto Summit for Asset Managers (TSAM), CIBC Mellon’s Lou Lesnika sat down with a panel of experts and discussed how asset managers are preparing to shorten the settlement cycle from T+2 to T+1. TSAM is a forum for leading asset managers and investment professionals from across the UK, Europe and North America. Their focus is on shaping the future of the buy-side community. The panel was moderated by Mark Breakspear, Vice President, Capital Markets and Chief Compliance Officer of...

In November 2023, CIBC Mellon hosted an economic update event during which Rocco Logozzo of CIBC Mellon's relationship management team hosted Avery Shenfeld, Chief Economist, CIBC and Aaron Bennett, Chief Investment Officer, University Pension Plan. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general information only and neither the presenter nor CIBC Mellon nor any other...

Mary Ann Mackenzie, Chief Client Experience Officer, CIBC Mellon and Richard Videvik, Assistant Vice President, Relationship Management, CIBC Mellon, return to discuss the top stories from Canadian regulators, industry associations and other financial services stakeholders. In this episode, they review the top stories from Q3 2023. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general...

On June 1, CIBC Mellon hosted Governance Day with two virtual due diligence sessions that included updates, trends, and reviews of our governance and controls across the organization. Senior leaders from our operational control, risk management, audit, vendor management, business continuity and information security teams shared relevant information about their business units and discussed timely and key themes. As a follow-up to that event, in this episode, Janice Allen, Executive Director,...

CIBC Mellon’s Q in Review highlights industry trends and regulatory developments impacting the client segments that we service across Canada. In this episode, Mary Ann Mackenzie, Vice President, Relationship Management, and Richard Videvik, Assistant Vice President, Relationship Management, present a review of the quarter’s top announcements, summarize key developments, and market momentum, and opine on the future outlook for clients, stakeholders and the Canadian financial services...

In this episode of CIBC Mellon Industry Perspectives, Darcie James Maxwell, Head of Canadian Operations, Data and Platform Solutions, BNY Mellon and CIBC Mellon joined Caroline Cakebread, Co-CEO and Founder, Canadian Leadership Congress, and Tristan Robinson, Vice President, Finance Platform, Capital Markets, OMERS, to discuss how Canadian pension funds are transforming their organizations to better integrate data into their business processes and decision making. This episode is moderated...

In this episode of CIBC Mellon Industry Perspectives, Darlene Claes-McKinnon (Executive Director, Relationship Management, CIBC Mellon), Cynthia Shaw-Pereira (Head of Client Solutions Design, BNY Mellon) and Chad Erwin (Senior Vice President, Asset Owners, Backstop Solutions Group) discuss productivity, time management, and research management practices amongst asset allocators. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may...

Mary Ann Mackenzie, Vice President, Relationship Management at CIBC Mellon and Richard Videvik, Assistant Vice President, Relationship Management at CIBC Mellon, kick off this new quarterly podcast series discussing the top stories from our CIBC Mellon newsletter, Straight Talk, that features updates from regulators across Canada, industry associations and other major financial services stakeholders. In this episode, they review the top stories from Q1 2023. This presentation contains...

Mary Ann Mackenzie, Vice President, Relationship Management at CIBC Mellon and Richard Videvik, Assistant Vice President, Relationship Management at CIBC Mellon, kick off this new quarterly podcast series discussing the top stories from our CIBC Mellon newsletter, Straight Talk, that features updates from regulators across Canada, industry associations and other major financial services stakeholders. In this episode, they review the top stories from Q1 2023. This presentation contains the...

Trevy Armstrong, Director, Infrastructure Operations, IT at CIBC Mellon hosts this episode featuring highlights from a recent interview with Darcie James Maxwell, Head of Canadian Operations, Data and Platform Solutions at BNY Mellon and CIBC Mellon, and Jennifer Hughey, Client Relationship Manager at Institutional Connect. Their discussion focuses on how financial service leaders are advocating for diversity equity and inclusion in the workforce, with an emphasis on the work that still needs...

Bill C-228: Considerations and Implications for the Canadian Pension Industry, featuring: Kelly Bourassa, Partner, Calgary Leader, Restructuring & Insolvency Group, Blake, Cassels & Graydon LLP Jeffrey Sommers, Partner, Co-Leader, Pensions, Benefits & Executive Compensation Group, Blake, Cassels & Graydon LLP Alistair Almeida, Segment Lead, Asset Owners, CIBC Mellon (moderator) This presentation contains the presenter’s personal views and not those of CIBC Mellon or any...

On Tuesday, February 7, Darlene Claes-McKinnon, Executive Director, Relationship Management, CIBC Mellon, hosted three experts for an exploration of insights from the Responsible Investment Association’s recently released 2022 Investor Opinion Survey. This long running survey offers insights into the views, expectations and knowledge levels of Canadian investors related to responsible investment topics. Darlene’s guests included: Mary Robinson, Director of Research & Investor Networks,...

In this episode of Industry Perspectives, Joe Lacopo, Vice President, Relationship Management and co-head of the asset manager segment is joined by Robert Stel, Vice President, Financial Services at Environics Research and Amanda Coones, Vice President, Investor and Plan Member Services at CIBC Mellon. Their discussion explores Environics’ annual study of the behaviours, preferences and expectations of more than 2,000 independent investment advisors. This presentation contains the...

In this episode of Industry Perspectives, Svetlana Tabagari, Relationship Executive, CIBC Mellon, spoke with Colin Holmes, Associate Counsel, and Kristine Eissing, Vice President of Commercial and Product Management, from Financial Recovery Technologies (FRT) about environmental, social and governance (ESG) considerations on global shareholder litigation and class actions recovery. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It...

This episode of CIBC Mellon Industry Perspectives features clips from a previous client update call with Michael Sager, Executive Director, Multi Asset & Currency Management, CIBC Asset Management.  In this podcast, Joe Lacopo, Vice President, Relationship Management, CIBC Mellon moderates as Michael provides a macro-market outlook amid rising interest rates, global geopolitical turmoil, and an increasingly uncertain investment environment. He also shares his views on long-term growth and...

This episode of CIBC Mellon Industry Perspectives sheds light on the power of unlocking potential through expertise. Tanvir’s story is empowered by three different organizations; all of which have harnessed community values by breaking down the barriers that newcomers to Canada often face when searching for employment. Lavina Yip, Employee Ambassador at CIBC Mellon talks to Fabio Crespin, Manager, Community Investment and Inclusive Employment at United Way Greater Toronto about leveraging...

An update on the Exchange-Traded Fund market in Canada as at Fall 2022, featuring Ronald C. Landry, Head of Product and Canadian ETF Services at CIBC Mellon together with Pat Dunwoody, Executive Director of the Canadian ETF Association (CETFA) and Mark Noble, Executive Vice President, ETF Strategy, Horizons ETFs.  Includes a review of key trends such as recent inflow drivers, the impact of ESG, and the outlook for 2023.  Podcast episode hosted by Mary Ann Mackenzie, Vice President,...

Platform-Traded Funds (PTFs) are a Canadian innovation, a comparatively new distribution channel accessible to all investors, asset managers and their dealers who want more efficient and lower cost transactions in assets not listed on a stock exchange. PTFs are typically a class or series of an existing investment fund that investors can buy or sell at an end-of-day net asset value (NAV) per share/unit.  PTFs offer an array of benefits, but are they right for your fund, dealers, advisors or...

The pace of data transformation within the Canadian asset management industry has seen a rapid acceleration over the past 3-4 years.  In today’s episode of CIBC Mellon Industry Perspectives, we uncover the impact of this transformation through conversations with Darcie James Maxwell, Head of OMNI Digital Services in Canada for CIBC Mellon and BNY Mellon, Mark Hartley, Senior Director of Product and Client Experience at LTI Canada, and Amanda Coones, Vice President, Investor and Plan Member...

CIBC Mellon revisits the conversation around the Future of Work, this time focusing in on location, connection and culture.  In the fourth episode, Mary Ann Mackenzie and Richard Anton are joined by Lavina Yip, Employee Experience Ambassador at CIBC Mellon in a multifold discussion that sheds light on the varying perspectives around where, when and how we work. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered...

With the increased volatility of today’s investing environment, liquid alternatives can contribute to more robust and diversified portfolios for investors.  In this episode of Industry Perspectives, Robert Lemon, Executive Director, Prime Services Group, Global Markets at CIBC Capital Markets and Ronald C. Landry, CIBC Mellon’s Head of Product and Canadian ETF Services discuss the role that liquid alternatives play in the challenges, trends and opportunities within today’s market. This...

In this episode of CIBC Mellon Industry Perspectives, Lou Lesnika, Director of Product at CIBC Mellon hosts a discussion with Keith Evans, Executive Director of the Canadian Capital Markets Association (CCMA) on T+1 settlement plans in Canada, including operational considerations. For timely updates on T+1, visit ccma-acmc.ca to monitor the frequently updated FAQs and sign up for their newsletter. This presentation contains the presenter’s personal views and not those of CIBC Mellon or any...