Sustainable Investing

Our investment thesis involves an integrated engagement approach to Environmental, Social and Governance (ESG) factors. As investors in an array of investment classes, we believe we have a role to play in positively influencing ESG improvements.

We focus on ESG-related issues that may impact the long-term value of an investment. 

Our Stewardship Approach

We engage with companies when we believe we need more clarity on how they are approaching ESG-related issues or to advocate for changes which we believe may benefit shareholders in the long run. We are also committed to acting as true stewards of our clients' capital through active proxy voting and collaborating with industry participants. 

TD Asset Management and TD Epoch are members or supporters of, or signatories to, the following organizations:

TD Asset Management

TD Epoch

Our Climate Change Principles

We consider climate change a systemic risk affecting economies, companies, and investors. Our approach to climate change is aligned with our overall philosophy of integrating all sources of risk and return in our investment processes.

As an investment manager of diversified asset classes, we consider climate change as an important area of focus. We actively engage with companies and leverage our asset ownership positions to encourage improvements in industry collaborations including Climate Action 100+, CDP, and the UNEP FI TCFD investor pilots, with the first two furthering our company engagement efforts and the latter developing a better understanding of climate related investment risks.

Our approach continues to evolve to help position our portfolios to capitalize on investment opportunities arising from an accelerated transition to a low carbon economy and manage climate-related physical and transition risks.

Our Dedicated Teams

Our dedicated ESG Research and Engagement Teams support our investment teams with ESG research, ESG integration and stewardship efforts.

  • Priti Shokeen
    Vice President & Director, Head of ESG Research and Engagement Team
  • Ravi Varghese
    Director, Head of ESG, Epoch Investment Partners Inc.

ESG Integration

We strive for an integrated ESG engagement process for our investment products. We proactively evolve as ESG data matures, materiality comes into focus, and regulatory frameworks expand market awareness. Under this approach, material ESG factors are reviewed alongside traditional investment criteria. Implications arise if an ESG factor changes the intended risk or return profile of an investment.

ESG Resources

For a greater understanding of specific ESG topics, browse and read through our detailed resources, including frameworks and in-depth reporting.

Insight Listing

Investment Insights

March 31 2022

The transition to net-zero emissions (NZE) involves a fundamental change in the structure of the economy, and will likely be messy, implying periodic supply shortages and even more volatile energy prices. Further, inflation and nominal interest rates will probably be higher and more volatile, especially relative to the levels of the last two decades. This has not yet been priced into markets

Thought leadership 15 min read

Kevin Hebner, PhD, Managing Director, Global Portfolio Management, TD Epoch; William W. Priest, CFA, Executive Chairman, Co-Chief Investment Officer and Portfolio Manager, TD Epoch; Ravi Varghese, Director, Head of Sustainable Investing

Sustainable Investing / ESG

October 01 2019

If your institution is struggling to decide what stance to take on responsible investing, you are not alone. October 2019.

Thought leadership 5 min read

Jean-Francois Fortin, CFA, Vice President, TD Asset Management Inc. 

Sustainable Investing / ESG

October 05 2019

A look at the importance of responsible investing in active equity management

Thought leadership 16 min read

Richard Watt, Managing Director, Global Portfolio Management (CoE), TD Epoch; William W. Priest, CFA, Executive Chairman, Co-Chief Investment Officer and Portfolio Manager, TD Epoch;William J. Booth, CFA, Managing Director, Co-Chief Investment Officer and Portfolio Manager, TD Epoch; David N. Pearl, Executive Vice President, Co-Chief Investment Officer & Portfolio Manager, (CoE);  Michael A. Welhoelter, CFA, Managing Director, Chief Administrative Officer, Co-Chief Investment Officer, Portfolio Manager and Head of Risk Management