Our Story
Redefining What is Possible
TD Global Investment Solutions (TD GIS) is part of TD Bank Group, whose own history dates back more than 150 years. Our story brings together three decades of investment experience. Over that time the investment landscape, investor needs and our range of offerings have evolved and expanded. In 2013, TD Bank Group, which already operated an asset manager, TD Asset Management, acquired Epoch Investment Partners, Inc. (TD Epoch) to introduce a broader range of global and U.S. active fundamental equity solutions guided by a highly respected investment team. Five years later, Greystone Capital Management Inc. was acquired and integrated into TD Asset Management, to offer greater access to alternatives, including real estate, infrastructure, and commercial mortgages. What has remained consistent is our focus on partnering with our clients to achieve their needs:
2020s:
Building a global distribution brand
2022
TD Global Investment Solutions launches as the global distribution brand for affiliated asset management businesses TD Asset Management Inc and TD Epoch Investment Partners, Inc. Epoch Investment Partners, Inc. adopts a new moniker, TD Epoch
2021
TD Asset Management USA Inc. begins to operate in the United States through Epoch Investment Partners, Inc. TD Asset Management ranked #2 Canadian Asset Manager based on AUM
2020
TD Asset Management ranked #1 Canadian Asset Manager based on AUM
Epoch Investment Partners, Inc.'s structured active and high conviction equities franchises are combined with TD Asset Management Inc.'s quantitative investment capabilities to integrate human analysis and judgement with data and technology-driven insights.
2010s:
Expanding our global footprint
2019
TD Asset Management Inc. integrates with TD Greystone Asset Management to offer its clients greater access to alternatives, including real estate, infrastructure, and commercial mortgages. TD Asset Management ranked #1 Canadian Asset Manager based on AUM. Epoch Investment Partners, Inc. opens its Melbourne, Australia office.
Non-U.S. Quality Capital Reinvestment strategy launches.
Global Real Estate strategy launches to provide fully diversified private global real estate solution, leveraging proven domestic expertise.
2018
TD acquires Greystone Capital Management Inc. (Greystone). TD Asset Management ranked #1 Canadian Asset Manager based on AUM
U.S. Quality Capital Reinvestment strategy launches.
2017
Epoch Investment Partners, Inc. acquires the assets of Institutional Capital (ICAP). TD Asset Management ranked #1 Canadian Asset Manager based on AUM Chicago, USA office opens
Emerging Markets equity strategy launches to capitalize on opportunities in developing markets. First Collective Investment Trusts (CITs) launch in the U.S.
2016
Epoch Investment Partners, Inc. opens its London, UK office.
Non-U.S. Choice strategy is acquired from Institutional Capital (ICAP). London, UK office opens. Co-CIOs Bill Priest and Mike Welhoelter and Portfolio Manager Steve Bleiberg publish Winning at Active Management The Essential Roles of Culture, Philosophy, and Technology.
2014
China Income & Growth strategy launches to offer Institutional investors exposure to opportunities in the world's second largest economy.
Non-U.S. Shareholder Yield strategy launches.
Global Infrastructure strategy launches open-ended mid-market global fund investing in key infrastructure sectors including renewable energy, power, and transportation assets that generate enhanced long term, contractual cash flows and inflation protection.
2013
TD acquires Epoch Investment Partners, Inc. to introduce a broader range of global and U.S. active fundamental equity solutions guided by a highly respected investment team.
Global Equity strategy launches.
Epoch Investment Partners, Inc. launches its first UCITs funds available within Europe. Global Quality Capital Reinvestment strategy launches to focus on companies that effectively reinvest their capital creating value for their shareholders.
2012
A U.S. version of the Shareholder Yield strategy launches. Global Select strategy launches to deliver investors an ultra-concentrated global equity portfolio.
U.S. Equity Shareholder Yield strategy launches.
2010
Greystone Capital Management Inc. opens its China office.
Global Income & Growth strategy launches.
2000s:
Growing our solutions
2009
Low Volatility Funds launch in Canada.
2008
Epoch Investment Partners, Inc. begins managing assets for its first Asian-, Australian-, and European-domiciled clients.
First LLC fund launches in the U.S.
International Equity and International Income & Growth strategies launch to further expand our fundamental equity capabilities by offering exposure to non-Canadian and non-U.S. companies.
2007
Epoch Investment Partners, Inc. onboards its first UK- and African-domiciled clients.
2006
U.S. SMID Cap Value strategy launches to offer institutional investors access to U.S. small and mid-cap companies. Co-CIO William Priest publishes Free Cash Flow and Shareholder Yield: New Priorities for the Global Investor.
Choice (Global and U.S.) strategies launch to capitalize on high conviction investment ideas.
2005
Global Equity Shareholder Yield strategy launches with a focus on delivering above average income and attractive returns.
Global Equity Shareholder Yield strategy launches with a focus on delivering above average income and attractive returns.
2004
Epoch Investment Partners, Inc. forms in New York.
Epoch Investment Partners, Inc. launches with U.S. Large Cap, U.S. Small Cap, U.S. All Cap and Global Absolute Return strategies.
2003
Greystone Capital Management Inc. opens its Toronto office.
2000
TD Asset Management Inc. grows its business in Canada amalgamating with CT Investment Management Group Inc, Greydanus, Boeckh & Associates and Harbour Capital Management Inc. Greystone Capital Management Inc. becomes an employee-controlled holding company, and the operating entity comprises Greystone Managed Ltd. and Mentor Capital, plus the investment management functions formerly held by Greystone Capital.
1990s:
Transforming through acquisitions and mergers
1999
Greystone Managed Investments acquires the assets of Mentor Capital Management and opens its Winnipeg, Canada office
1996
TD Asset Management Inc. acquires AMI Partner's Inc., enhancing their ability to deliver state-of-the-art indexed, quantitative, and structured solutions to Canadian clients.
1995
Greystone Managed Investments acquires Edmonton-based Managed Investments Ltd.
1994
Investment Corporation of Saskatchewan firm receives a new moniker, Greystone Managed Investments.
1993
TD Asset Management Inc. forms in Toronto, Canada and offers fundamental strategies through its amalgamation with Lancaster Investment Counsel Inc.
1980s:
Carving a niche
1988
Our alternative assets platform is established with the management of Canadian private real estate and commercial mortgage offerings.
1987
The Investment Management division is created within Toronto Dominion Securities Inc.