CIBC Mellon Global Securities Services Company, one of Canada’s largest providers of custodial services, is a joint venture between Canadian Imperial Bank of Commerce and Mellon Financial Corporation. With the backing of two of North America’s leading financial institutions, CIBC Mellon clearly stands out from our competition.

With total assets under administration of $525 billion, CIBC Mellon is a full service organization. We provide more than just the traditional custodial services to Canadian pension funds, mutual funds, corporations, government, insurance companies, foreign insurance trusts and foundations as well as foreign financial institutions whose clients invest in Canada. We help our clients increase operational efficiencies, manage risk, and increase performance by offering value-added products such as:

• Workbench, our browser-based information delivery product that delivers real time custody information, market profiles and depository risk analysis
• multicurrency accounting, reporting and settlement in 83 countries
• international securities lending in 21 markets
• multinational services for global organizations with pension plans in more than one country.

With the support of CIBC and Mellon, we can expand the suite of available services to clients. Using the foreign exchange trading desks of both organizations allows us to provide a seamless service that supports our clients’ global trading activities. Our expertise with spot, forward and option contracts in Canadian, U.S. and other foreign currencies means we are a one-stop-shop for foreign exchange.

Investment management services through Mellon Institutional Asset Management and TAL provide expertise in all asset classes, across diverse investment styles and include both domestic, U.S. and global capability to suit the needs of any plan sponsor.

When CIBC Mellon clients need a transition management specialist we bring them together with Mellon Transition Management Services. Transition management is a specialized form of trading that reduces the costs associated with trading out of one portfolio of securities into another. When institutional investors change investment managers, merge plans, or have decided that a shift in asset allocation is necessary they should consider engaging a transition manager.

Additionally, through our working partnership with Russell/Mellon Analytical Services, clients have access to the highest quality performance measurement, universe comparison and investment analysis services available in the world.