Our Story
Explore What's Possible Together
TD Global Investment Solutions (TDGIS) 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 identity
2023
TD Global Investment Solutions launches to represent the institutional asset management businesses of TD globally, which includes TD Asset Management Inc. and TD Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. adopts a new trade name, TD Epoch.
2022
According to Benefits Canada 2022 Top Money Managers Report, assets as of December 31, 2021, TD Asset Management Inc. ranked #1 Canadian Asset Manager based on AUM
Low Carbon Global Equity Index strategy launches.
2021
TDAM USA Inc. amalgamated with Epoch Investment Partners, Inc.
According to Benefits Canada 2022 Top Money Managers Report, assets as of December 31, 2021, TD Asset Management Inc. ranked #2 Canadian Asset Manager based on AUM
A non-taxable version of the All Country World Index Equity strategy launches.
Low Carbon / Low Volatility Global Equity strategy launches.
A non-taxable version of the Hedged Global Equity Shareholder Yield strategy launches for qualifying tax-exempt investors.
2020
According to Benefits Canada 2021 Top Money Managers Report, assets as of December 31, 2020, TD Asset Management Inc. ranked #1 Canadian Asset Manager based on AUM
2010s:
Expanding our global footprint
2019
According to Benefits Canada 2020 Top Money Managers Report, assets as of December 31, 2019 TD Asset Management ranked #1 Canadian Asset Manager based on AUM
TD Asset Management Inc., Greystone Capital Management Inc. and Greystone Managed Investments Inc. amalgamate to form TD Asset Management Inc. The continuing entity is now able to offer Canadian institutional clients greater access to alternatives, including real estate, infrastructure, and commercial mortgages.
Epoch Investment Partners, Inc. opens its Melbourne, Australia office.
2018
According to Benefits Canada 2019 Top Money Managers Report, assets as of December 31, 2018, TD Asset Management ranked #1 Canadian Asset Manager based on AUM
Enhanced Real Return Bond Overlay launches.
TD Asset Management Inc. acquires Greystone Capital Management Inc. and its wholly owned subsidiary Greystone Management Investments Inc.
U.S. Quality Capital Reinvestment strategy launches.
2017
Benefits Canada 2018 Top Money Managers Report, assets as of December 31, 2017, TD Asset Management ranked #1 Canadian Asset Manager based on AUM
A non-taxable version of the Low Volatility Global Equity strategy launches for qualifying tax-exempt investors.
A non-taxable version of the Global Index Equity strategy launches.
Emerging Markets equity strategy launches to capitalize on opportunities in developing markets.
First Collective Investment Trusts (CITs) launch in the U.S.
Epoch Investment Partners, Inc. acquires the assets of Institutional Capital, LLC. (ICAP).
2016
Private Debt strategies launch in Canada to offer a comprehensive yield-enhanced, investment grade fixed income alternative.
Structured Fixed Income Fund launches, expanding our Asset Liability management solutions.
Non-U.S. Choice strategy is acquired from Institutional Capital (ICAP).
Epoch Investment Partners, Inc. opens its London, UK office.
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.
2015
Canadian Long Core Plus Bond strategy launches to expand long duration fixed income capabilities beyond the longer maturity Canadian bond universe to global and non-investment grade bonds.
Balanced Plus Fund launches for Canadian institutional investors looking to add alternatives in a single turnkey solution.
Target Date Plus Fund Family launches for Canadian Capital Accumulation Plan (CAP) members seeking to improve retirement outcomes.
Structured Fixed Income Funds launches in Canada, expanding our Asset Liability management solutions.
2014
Greystone launches the China Income & Growth strategy launches to offer Institutional investors exposure to opportunities in the world's second largest economy.
Hedged All Country World Index Equity strategy launches.
Non-U.S. Shareholder Yield strategy launches.
2013
Global Equity strategy launches.
All Country World Index 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.
TD acquires Epoch Investment Partners, Inc. to introduce a broader range of global and U.S. active fundamental equity solutions.
2012
Canadian Long Bond strategy launches.
U.S. Equity Shareholder Yield strategy launches. A U.S. version of the Shareholder Yield strategy launches.
Global Select strategy launches to deliver investors an ultra-concentrated global equity portfolio.
2011
Provincial Long Bond Index strategy launches.
Low Volatility All World Equity strategy launches.
2010
Greystone Capital Management Inc. opens its Hong Kong office.
Global Income & Growth strategy launches.
Canadian Corporate Bond strategy launches.
2000s:
Growing our solutions
2009
Government Bond Index strategy launches.
Low Volatility Funds launch in Canada.
Low Volatility Global Equity and Low Volatility Canadian Equity strategies launch.
2008
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.
First LLC fund launches in the U.S.
Epoch Investment Partners, Inc. begins managing assets for its first Asian-, Australian-, and European-domiciled clients.
2007
Canadian Core Plus Bond strategy launches to expand the opportunity set beyond the investment grade bond universe.
Mortgage strategy launches as a diversified Canadian mortgage pooled fund seeking to provide stable, predictable income for institutional investors.
20+ Strip Bond Index strategy launches.
Epoch Investment Partners, Inc. onboards its first UK- and African-domiciled clients.
2006
Liquidity Management strategies launches to help Institutional Canadian investors with cash segmentation.
Derivative-Based Bond Overlay strategy launches.
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
Canadian Core Plus Bond strategy launches to expand the opportunity set beyond the investment grade bond universe.
Global Equity Shareholder Yield strategy launches with a focus on delivering above average income and attractive returns.
2004
U.S. Income & Growth strategy launches for Canadian institutional investors seeking long-term capital appreciation through exposure to equity securities of U.S. companies that generate superior dividend income.
Epoch Investment Partners, Inc. launches with U.S. Large Cap, U.S. Small Cap, U.S. All Cap and Global Absolute Return strategies.
Epoch Investment Partners, Inc. forms in New York.
2003
Real Estate strategy launches as a diversified Canadian real estate pooled fund that seeks to generate sustainable income and income growth for institutional investors.
Greystone Capital Management Inc. opens its Toronto office.
2001
Real Return Bond Index strategy launches.
2000
Greystone Capital Management Inc. becomes an employee-controlled holding company, and the operating entity comprises Greystone Managed Ltd. and Mentor Capital Management Inc., plus the investment management functions formerly held by Greystone Capital.
Customized Asset Liability Management solutions are developed to help Canadian institutional investors take control of their pension plan, including total portfolio services with completion management and glide path services.
TD Asset Management Inc. grows its business in Canada amalgamating with CT Investment Management Group Inc, Greydanus, Boeckh & Associates and Harbour Capital Management Inc.
1990s:
Transforming through acquisitions and mergers
1999
Greystone Managed Investments Inc. acquires the assets of Mentor Capital Management Inc. and opens its Winnipeg, Canada office.
Global Equity Index strategy launches.
1997
U.S. Equity strategy launches to expand the core fundamental equity suite of capabilities available to Canadian institutional investors.
Currency Forwards are used to substantially hedge foreign currency exposure to Canadian dollars.
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.
Canadian Equity strategy launches for institutional investors seeking long-term capital appreciation through exposure to securities to exhibit a blend of value and growth characteristics.
1995
International Equity Index strategy launches.
Greystone Managed Investments Inc. acquires Edmonton-based Managed Investments Ltd.
1994
Investment Corporation of Saskatchewan receives a new moniker, Greystone Managed Investments Inc.
1993
TD Asset Management Inc. forms in Toronto, Canada and offers fundamental strategies through its amalgamation with Lancaster Investment Counsel Inc.
U.S. Equity Index strategy launches.
1991
Balanced Fund launches to allow Canadian institutional investors access to an actively managed multi-asset mix within a single turnkey solution.
Customized Asset Allocation solutions are developed to help ease the administrative burden on clients by integrating liquidity management, risk management and active asset allocation in a discretionary mandate.
Canadian Bond Index strategy launches to provide broad exposure to the Canadian high-quality bond market.
Canadian Equity Index strategy launches to provide broad exposure to the Canadian equity markets.
1990
The Institutional Indexing group forms within the Investment Management division of TD Asset Management Inc.
1980s:
Carving a niche
1989
Canadian Bond strategy – our first active fundamental fixed income solution, launches for Canadian institutional investors to seek long-term performance returns in excess of the FTSE Canada Universe Bond Index.
1988
Customized Asset Allocation solutions are developed to help ease the administrative burden on clients by integrating liquidity management, risk management and active asset allocation in a discretionary mandate
1987
The Investment Management division is created within Toronto Dominion Securities Inc.