Institutional Investing
 

TDAM and Epoch

We’ve expanded our world so you can expand yours

TD Asset Management Inc. (TDAM) is pleased to provide an expanded set of investment opportunities for Canadian institutional investors through our relationship with New York-based asset manager, Epoch Investment Partners, Inc. (Epoch). Epoch and TDAM became affiliates when Epoch was acquired by TD Bank Group in March 2013.

About Epoch
Epoch is a global asset management firm founded in 2004 to serve institutional clients. With over 100 employees and an investment team with, on average, more than 20 years of investment management experience each, Epoch brings distinct perspectives and fund management expertise to the TDAM platform. Part of that perspective is a unique focus on free-cash-flow metrics in place of more traditional accounting-based metrics. 

Epoch's investment philosophy and process are based on finding quality companies producing free cash flow, run by strong management teams that have demonstrated sound capital allocation policies and are committed to using that cash flow to increase shareholder return. Epoch pursues this through fundamental research. Its focus on free-cash-flow metrics differs from managers that focus more on price-to-earnings, price-to-book, and other traditional accounting-based metrics.

Risk management is an integrated part of the investment process. Epoch's dedicated Quantitative Research and Risk Management Team works closely with the portfolio managers throughout the stock selection and portfolio construction process to help manage portfolio volatility and better ensure the delivery of each strategy’s goals.

TDAM and Epoch working together
TDAM’s reputation has been built on a broad spectrum of innovative, risk-aware investment strategies that are driven by the needs of our clients. With Epoch, we can provide a broader range of global and U.S. active fundamental equity strategies guided by a highly respected investment team

Innovation has always been at the heart of TDAM’s culture — from liability driven investing to low volatility strategies and now global and U.S. equity strategies underpinned by a distinct fundamental methodology. We will continue to listen to our clients and deliver the excellence in service, performance and insight that you have come to expect from us

Selected Epoch Whitepapers:

The P/E Ratio: A User's Manual

When Bits Meet Atoms

The Limits of Theory

Free Cash Flow Works

Global Equity Shareholder Yield: A Solution-Oriented Strategy

 

Epoch Investment Partners, Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank and an affiliate of TD Asset Management.

 

 

    July 15, 2020