Custody Services Guide 2015 | CIBC Mellon

CUSTODY ASSETS: 2015: C$1.5+ trillion

                                     2014: C$1.4+ trillion

                                     2013: C$1.2+ trillion

RATINGS: Moody’s: Long-term Dep Rating, A1; Counterparty Risk Assessment, Aa3; Outlook, Stable. DBRS: L/T Dep Rating, AA (low); Outlook, Stable.           

CLIENT PROFILE:
By location: Canada 88%, international 12%. 
By investor type: pension plans 46%; government and related agencies 15%; investment funds 14%; corporations 10%; global financial institutions 8%; insurance 7%.

NUMBER OF COUNTRIES SERVED: Exclusively focused on Canadian institutional investors and global investors into Canada. Access to 100+ markets via the BNY Mellon global network. 

CLIENT SERVICE DIFFERENTIATORS:

• Backing of two leading companies, CIBC and BNY Mellon.
• The only asset-servicing provider exclusively focused on Canadian institutional investors and global investors into Canada.
• Local expertise and insights to help clients navigate the Canadian market.
• Highly active participation with Canadian industry and regulatory bodies positions CIBC Mellon to keep clients well-informed while bringing clients’ concerns forward.
• Relentless commitment to continuous improvement.

PRODUCT DEVELOPEMENTS:

• New and expanded reporting and information-delivery capabilities.
• Leveraging BNY Mellon’s ongoing investment in products, technology.

INNOVATIVE TECHNOLOGY: Workbench online information delivery tool, including mobile access to investment information.

OUTLOOK:

• CIBC Mellon named “best sub-custodian in Canada” by Global Finance in 2015 - ninth consecutive year.
• CIBC Mellon continues to win business and retain clients, roll out new solutions to meet emerging client needs.
• Canada’s strong, stable market remains highly attractive to global investors.

CONTACT:

Shane Kuros
Vice President, Sales and Relationships Management

CIBC Mellon
320 Bay Street, Toronto, ON

T: 416-643-6365
Shane_Kuros@cibcmellon.com
www.cibcmellon.com