October 18, 2017 1:29 PM ET

Capital Markets

Company Overview of Epoch Investment Partners, Inc.

Company Overview

Epoch Investment Partners, Inc. is a privately owned investment manager. The firm primarily provides its services to a global institutional client base, including corporations, public funds, foundations, and endowments. It also caters to high net worth individuals, investment companies, pooled investment vehicles, state or municipal government entities, pension and profit sharing plans, corporations, insurance companies and other charitable organizations. The firm manages separate client-focused equity strategies. It also launches and manages mutual funds and variable annuity funds through its sub-advisory relationships. The firm also launches and manages private equity and hedge funds. The ...

399 Park Avenue

New York, NY 10022

United States

Founded in 2004

63 Employees





Key Executives for Epoch Investment Partners, Inc.

CEO, Co-Chief Investment Officer & Portfolio Manager
Age: 75
Co-Founder, President, Chief Operating Officer & Director
Age: 60
Co-Founder, Co-CIO, Executive VP, Head of U.S. Equities & Portfolio Manager
Age: 58
Chief Financial Officer, Principal Accounting Officer & Secretary
Age: 50
Managing Director & Chief Technology Officer
Compensation as of Fiscal Year 2017.

Epoch Investment Partners, Inc. Key Developments

Eric Sappenfield Announces Executive Changes

John Hancock Tax-Advantaged Global Shareholder Yield Fund announced that Eric Sappenfield intends to retire from Epoch effective December 31, 2017. He is transitioning his portfolio management responsibilities for the Fund to co-portfolio manager Kera Van Valen at the close of business October 31, 2017. He will remain at Epoch in an advisory capacity from November 1, 2017 to December 31, 2017.

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