TORONTO and NEW YORK, April 11, 2023 – The financial landscape is witnessing a significant evolution as TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. unite to introduce TD Global Investment Solutions (TDGIS), a new global identity designed to amplify their combined asset management strengths. This strategic initiative marks a pivotal moment, rebranding Epoch Investment Partners, Inc. as TD Epoch, and signaling a unified approach to serving the global investing community.
TD Global Investment Solutions emerges as a powerful entity, consolidating the robust capabilities of both TDAM and epoch investment partners (now TD Epoch) to broaden their reach and offerings across the global market. This integration is set to deliver an enhanced spectrum of investment expertise to institutional investors, spanning alternative investments, equities, and fixed income solutions in select regions. By leveraging the collective experience and knowledge base, TDGIS aims to provide more comprehensive and innovative solutions tailored to the evolving needs of their clientele.
Bruce Cooper, Chief Executive Officer, TD Asset Management Inc. and TD Epoch, and Senior Vice President, TD Bank Group, articulated the vision behind this strategic shift. “The launch of our new global identity is an exciting step that builds upon the robust foundation of our North American asset management operations,” Cooper stated. He emphasized that “TDAM and Epoch Investment Partners collaborating under the TDGIS umbrella will foster stronger synergies within our investment teams, stimulate innovation, and enhance our capacity to develop and deliver pertinent products and solutions to the market and our valued clients. This unified approach provides our institutional business with a distinct competitive advantage, both domestically and on the global stage.”
TDGIS represents a significant milestone in TDAM and TD Epoch’s global expansion strategy. It is designed to capitalize on the existing momentum and growth within their institutional business, ensuring the delivery of investment solutions that are precisely aligned with client objectives. It is important to note that with the introduction of TDGIS, the core investment operations of TDAM and TD Epoch remain consistent. This encompasses the investment leadership, established philosophies, rigorous processes, and dedicated teams that clients have come to trust. The changes associated with TDGIS are specifically focused on the institutional aspects of TDAM and TD Epoch, with no implications for intermediary and retail client services.
The TD Global Investment Solutions framework is structured to deliver several key advantages:
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Deep and Broad Expertise: By consolidating the full spectrum of TDAM and TD Epoch’s proficiencies under a unified marketing approach, TDGIS simplifies and strengthens the service offering for institutional investors. This ensures clients continue to benefit from their distinctive and proven investment philosophies, now presented in a more cohesive manner.
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Enhanced Client Experience: This strategic framework is committed to fostering more robust client relationships, delivering superior engagement, and providing increased flexibility in service delivery. TDGIS is designed to be more responsive and adaptable to the unique needs of each institutional client.
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Scalable Global Reach: The unified Distribution Team is now equipped to represent an expanded suite of capabilities to institutional prospects across diverse markets worldwide. This scalability is crucial for reaching and serving a broader global clientele effectively.
Cooper further elaborated on the client-centric ethos of TDGIS, “With TDGIS, our commitment to placing clients at the forefront remains unwavering. We are dedicated to fostering collaboration, driving innovation, and nurturing strong relationships to create bespoke solutions that aim to achieve superior client outcomes.” He concluded, “This new venture is set to effectively market our leading and innovative capabilities to the global institutional investing community, propelling us towards our vision of becoming the premier asset manager in Canada, while simultaneously expanding our global footprint.”
TD Global Investment Solutions is the representation of TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch). Both TDAM and TD Epoch are affiliated entities and wholly-owned subsidiaries of The Toronto-Dominion Bank.
About TD Bank Group
The Toronto-Dominion Bank and its subsidiaries, collectively known as TD Bank Group (“TD” or the “Bank”), stands as the fifth-largest bank in North America by asset value. Serving over 27 million customers, TD operates across four key business segments in major financial hubs globally: Canadian Personal and Commercial Banking, including TD Canada Trust and TD Auto Finance Canada; U.S. Retail, encompassing TD Bank, America’s Most Convenient Bank®, TD Auto Finance U.S., TD Wealth (U.S.), and an investment in The Charles Schwab Corporation; Wealth Management and Insurance, including TD Wealth (Canada), TD Direct Investing, and TD Insurance; and Wholesale Banking, including TD Securities. TD is also recognized as a leader in online financial services, with over 15 million active online and mobile users. As of January 31, 2023, TD boasted $1.9 trillion in assets. The Toronto-Dominion Bank is publicly traded under the symbol “TD” on both the Toronto and New York Stock Exchanges.
SOURCE TD Asset Management Inc.
