Company Overview of Epoch Investment Partners, Inc.
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, state or municipal government entities, pension and profit sharing plans, and other charitable organizations. The firm manages separate client-focused equity strategies. It also manages mutual funds and variable annuity funds through its sub-advisory relationships. The firm invests in the public equity markets across the globe. It invests in value stocks of companies across all market capitalizations. The firm employs shareholder yield choice, and absolute return strategies to mak...
399 Park Avenue
New York, NY 10022
Founded in 2004
Key Executives for Epoch Investment Partners, Inc.
Chief Executive Officer, Co-Chief Investment Officer, Managing Director, Portfolio Manager, and Director
Co-Founder, President, Chief Operating Officer, and Director
Chief Financial Officer, Principal Accounting Officer and Secretary
Co-Chief Investment Officer, Executive Vice President, Head of U.S. Equities, Managing Director, and Portfolio Manager
Managing Director, Portfolio Manager, and Senior Research Analyst
Compensation as of Fiscal Year 2015.
Epoch Investment Partners, Inc. Key Developments
TD Asset Management, Inc. Appoints Epoch Investment Partners, Inc. as Portfolio Adviser for TD Private International Stock Fund
Aug 7 15
TD Asset Management Inc. (TDAM) announced a portfolio adviser change for the TD Private International Stock Fund. Effective on or about September 8, 2015, Epoch Investment Partners, Inc. (Epoch) will join TDAM to serve as a portfolio adviser to the Fund. Bill Booth, CFA, Managing Director and Portfolio Manager for Epoch, will focus on achieving the fundamental objectives of the Fund by primarily investing in international developed market equities.
Epoch Investment Partners, Inc. Presents at Morningstar Investment Conference 2015, May-21-2015 09:50 AM
May 18 15
Epoch Investment Partners, Inc. Presents at Morningstar Investment Conference 2015, May-21-2015 09:50 AM. Venue: The Western Sydney, 1 Martin Place, Sydney NSW 2000, Australia. Speakers: Eric Sappenfield, Managing Director, Portfolio Manager, and Senior Research Analyst.
TD Private International Equity Fund Appoints Epoch Investment Partners, Inc. as Portfolio Adviser
Oct 22 13
TD Asset Management Inc. announced that Epoch Investment Partners, Inc. will assume portfolio adviser responsibilities for the TD Private International Equity Fund from TDAM, effective on or about November 12, 2013. There will be no change to the Fund's investment objectives, however, the Fund's investment strategies will change to include Epoch's philosophy of investing in companies that have the ability to generate free cash flow and effectively allocate capital.
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