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

Phone:

212-303-7200

Fax:

212-202-4948

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.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
\
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
The Advertising Council, Inc. United States
NYC2012, Inc. United States
Tax Management Inc United States
Bertelsmann AG Europe

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Epoch Investment Partners, Inc., please visit www.eipny.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.