Sustainable Investment
Our investment thesis involves an integrated engagement approach to Environmental, Social and Governance (ESG) factors.
We focus on ESG-related issues that may impact the long-term value of an investment.
TD Epoch's approach is to consider ESG factors in a manner that is consistent with our fiduciary obligation to act in the best interests of our clients. As part of our investment process on behalf of TD Epoch clients, we assess whether ESG factors may have a material impact on either investment risk or return. We believe that:
- Sustainable free cash flow generation and the effective allocation of capital drive long-term value creation. These, together with price and risk, determine risk-adjusted return.
- Good corporate governance is essential to ensure that companies create long-term value for their investors.
- The financial materiality of ESG factors often varies by industry, country, and company. Under our ESG Policy, we consider ESG factors which may impact returns and risk for our clients, and engage with management teams on financially material ESG issues.
For more information, please see TD Epoch's ESG Policy and TD Epoch's Proxy Voting Policy
Our Dedicated Team
Our dedicated ESG Research and Engagement Teams support our investment teams with ESG research, ESG integration and stewardship efforts.
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
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
Investment Insights
April 26 2022
Ravi Varghese, Head of Sustainable Investing joins the podcast to explain how we look at the "S" including how it is analyzed against the backdrop of the war in Ukraine and pressure on Big Tech and energy companies.
Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch; Ravi Varghese, Director, Head of Sustainable Investing, TD Epoch
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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
15 min readKevin 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