Our History
Explore What's Possible Together
TD Global Investment Solutions (TDGIS) is the tradename representing the institutional asset management businesses 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 included an asset manager, TD Asset Management Inc., acquired Epoch Investment Partners, Inc. (TD Epoch) to introduce a broader range of global and U.S. active fundamental equity solutions. Five years later, Greystone Capital Management Inc. was acquired and integrated into TDAM, to offer greater access to alternatives, including real estate, infrastructure, and commercial mortgages. What has remained consistent is our focus on working closely with our clients to help them achieve their goals:
Below is an overview of our history. Please note that not all strategies are available in all jurisdictions and this timeline does not constitute marketing or financial promotion.
In the timeline below, Blue circles represent TD Asset Management History and Red circles for TD Epoch History
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 Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. adopts a new trade name, TD Epoch.
2022
Low Carbon Global Equity Index strategy launches.
2021
TDAM USA Inc. amalgamated with Epoch Investment Partners, Inc.
Low Carbon / Low Volatility Global Equity strategy launches.
2010s:
Expanding our global footprint
2019
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
TD Asset Management Inc. acquires Greystone Capital Management Inc. and its wholly owned subsidiary Greystone Management Investments Inc.
Enhanced Real Return Bond Overlay launches.
U.S. Quality Capital Reinvestment strategy launches.
2017
Epoch Investment Partners, Inc. acquires the assets of Institutional Capital, LLC. (ICAP).
First Collective Investment Trusts (CITs) launch in the U.S.
2016
Private Debt strategies launch.
Structured Fixed Income strategy launches.
Non-U.S. Choice strategy is acquired from Institutional Capital (ICAP).
Epoch Investment Partners UK, Ltd. launches and opens its London, UK office.
TD Epoch's 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.
Balanced Plus strategy launches.
Target Date Plus strategy launches.
Structured Fixed Income strategy launches.
2014
Greystone launches the China Income & Growth strategy.
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.
TD acquires Epoch Investment Partners, Inc. to introduce a broader range of global and U.S. active fundamental equity solutions.
Epoch Investment Partners, Inc. launches its first UCITs funds available within Europe.
Global Quality Capital Reinvestment strategy launches.
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.
2011
Provincial Long Bond Index strategy launches.
Low Volatility All World Equity strategy launches.
2010
Global Income & Growth strategy launches.
Canadian Corporate Bond strategy launches.
2000s:
Growing our solutions
2009
Government Bond Index strategy launches.
Low Volatility Global Equity and Low Volatility Canadian Equity strategies launch.
2008
International Equity and International Income & Growth strategies launch.
Epoch Investment Partners, Inc. begins managing assets for its first Asian-, Australian-, and European-domiciled clients.
2007
Canadian Core Plus Bond strategy launches.
Mortgage strategy launches.
20+ Strip Bond Index strategy launches.
Epoch Investment Partners, Inc. begins managing assets for its first UK- and African-domiciled clients.
2006
Liquidity Management strategies launches.
Derivative-Based Bond Overlay strategy launches.
U.S. SMID Cap Value strategy launches.
TD Epoch's Co-CIO William Priest publishes Free Cash Flow and Shareholder Yield: New Priorities for the Global Investor.
Choice (Global and U.S.) strategies launch.
2005
Canadian Core Plus Bond strategy launches.
Global Equity Shareholder Yield strategy launches.
2004
Epoch Investment Partners, Inc. forms in New York, USA.
U.S. Income & Growth strategy launches.
Epoch Investment Partners, Inc. launches with U.S. Large Cap, U.S. Small Cap, U.S. All Cap and Global Absolute Return strategies.
2003
Real Estate strategy launches.
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.
TD Asset Management Inc. grows its business in Canada amalgamating with CT Investment Management Group Inc, Greydanus, Boeckh & Associates and Harbour Capital Management Inc.
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.
1990s:
Transforming through acquisitions and mergers
1999
Global Equity Index strategy launches.
Greystone Managed Investments Inc. acquires the assets of Mentor Capital Management Inc. and opens its Winnipeg, Canada office
1997
U.S. Equity strategy launches.
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 indexed, quantitative, and structured solutions.
Canadian Equity strategy launches.
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 strategy launches.
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.
Canadian Equity Index strategy launches.
1990
The Institutional Indexing group forms within the Investment Management division of TD Asset Management Inc.
1980s:
Carving a niche
1989
Canadian Bond strategy launches..
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.