Spotlight: The Changing (or Unchanging) Dividend Environment

We look at the current environment for dividends including the reasons behind the initiation of dividends by companies that had traditionally not paid them and the outlook in a higher rate environment.

U.S. November 2024 Election: Implications for Investors

This paper examines the key policy implications of the election, particularly regarding trade, tariffs, taxes, and energy, as well as for the Fed, industrial policy, deregulation, and defense, as well as their implications for investors.

Try and Catch the Wind

Some investors believe that investing in “factors” is a cleaner way to invest, but they are buying businesses, not factors. In this paper, we explore how 2023 highlighted the limitations of focusing on factors rather than businesses.

Investment Insights

Spotlight: The Changing (or Unchanging) Dividend Environment

We look at the current environment for dividends including the reasons behind the initiation of dividends by companies that had traditionally not paid them and the outlook in a higher rate environment.

Read More
Macro Insights

U.S. November 2024 Election: Implications for Investors

This paper examines the key policy implications of the election, particularly regarding trade, tariffs, taxes, and energy, as well as for the Fed, industrial policy, deregulation, and defense, as well as their implications for investors.

Read More
Investment Insights

Try and Catch the Wind

Some investors believe that investing in “factors” is a cleaner way to invest, but they are buying businesses, not factors. In this paper, we explore how 2023 highlighted the limitations of focusing on factors rather than businesses.

Read More

Welcome to TD Global Investment Solutions

Collaborate with possibilities

TD Global Investment Solutions (TDGIS) represents the institutional asset management businesses of TD Bank Group (TD) - TD Asset Management Inc. and Epoch Investment Partners, Inc. (TD Epoch). We offer investment solutions to corporations, pension plans, endowments and foundations, insurance companies, sovereign wealth funds, and superannuation, among others. We strive to partner with our clients to better understand their needs and offer solutions to meet those needs using our broad expertise across alternative investments, equities and fixed income. Our independent investment teams maintain their own investment philosophies, giving TDGIS diversity of thought. Epoch's Portfolio Managers' interaction with TDAM consists of a quarterly performance review with TDAM's CIO, risk, and other product oversight teams. All strategies across all asset management businesses go through this review process on a quarterly basis.

Investment strategies

Explore what's possible together

TD Global Investment Solutions (TDGIS) represents the institutional asset management businesses of TD Bank Group (TD) - TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch). We offer investment solutions to corporations, pension plans, endowments and foundations, insurance companies, sovereign wealth funds, and superannuation, among others. We strive to better understand our client's needs and offer solutions to meet those needs using our broad expertise across alternative investments, equities and fixed income. Our independent investment teams maintain their own investment philosophies, giving TDGIS diversity of thought.

Strength and Experience

Stay informed

Investor knowledge

June 20 2024

Navigating the Challenges of Unequal Voting Rights for Investors and Companies

Companies offering multi-class shares with unequal voting rights have recently garnered renewed debate and interest.

Blog15 min read

By Jackie Cheung, Vice President, ESG, TD Asset Management Inc.
Investment Insights

June 18 2024

Spotlight: The Changing (or Unchanging) Dividend Environment

We look at the current environment for dividends including the reasons behind the initiation of dividends by companies that had traditionally not paid them and the outlook in a higher rate environment.

Thought leadership10 min read

Kera Van Valen, Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
Investment Insights

April 23 2024

Real Assets Market Report

TDAM's Alternative Investments team recaps key takeaways from real estate, mortgage, infrastructure, and private debt markets.

Commentary30 min read

Alternative Investments Team
Investor Knowledge

April 16 2024

Private Infrastructure: A New and Open Era for Long-Term Investing

Private infrastructure has become one of the fastest-growing asset classes for institutional investors over the past decade.

Blog5 min read
Investment Insight

March 14 2024

Finding Value in U.S. Small Cap Stocks

We discusses how we define both quality and value and how that translates to the U.S. Small Cap Quality Value strategy in this quarter's Spotlight.

Thought leadership10 min read

Stephen Salzone, CFA. Director, Portfolio Manager and Research Analyst, TD Epoch
Investment Insights

February 24 2024

Is AI Already a Bubble?

There have been many periods of irrational exuberance in investments. Some believe that the recent performance of AI related stocks is signaling such a period. In this paper we explore that position and why we don't consider it to be the case.

Thought leadership25 min read

William Priest, CFA, Chairman of the Board of Directors, Co-CIO and Portfolio Manager, TD Epoch;
Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch