Epoch Investment Partners, founded in 2004, is a global asset management firm headquartered in New York. The firm provides a diverse range of investment strategies to institutional clients and financial intermediaries worldwide. Epoch's investment philosophy centers on companies with strong free cash flow generation and managements that allocate capital effectively to create shareholder value. They are known for their research-driven approach and focus on shareholder yield strategies. Epoch Investment Partners is an affiliate of TD Asset Management Inc., a wholly owned subsidiary of The Toronto-Dominion Bank.
The New York headquarters serves as the primary center for investment management, research, client services, and global operations.
Situated on Park Avenue, the office is in a prominent commercial district, offering modern facilities and strategic access to the financial community.
Epoch Investment Partners cultivates a work culture rooted in intellectual rigor, collaboration, and a client-first approach. The environment encourages deep analytical research and ethical conduct.
Its New York City location is strategically important, providing direct access to global financial markets, a rich talent pool, and key industry stakeholders.
Epoch Investment Partners maintains a global presence, serving clients worldwide through its main office in New York and its European office in London. These strategic locations enable the firm to conduct global research, manage international portfolios, and provide dedicated service to a diverse institutional and intermediary client base across multiple continents.
399 Park Avenue
New York
NY
USA
Address: Devonshire House, 1 Mayfair Place, London W1J 8AJ, UK
To provide localized client service, research, and investment management expertise tailored to the European and EMEA markets, strengthening Epoch's global reach.
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As of April 2025, Epoch Residential' leadership includes:
Epoch Residential has been backed by several prominent investors over the years, including:
In the past year, Epoch Investment Partners announced the planned retirement of Co-CIO David Pearl, effective end of 2023. CEO Philippa Wisbey subsequently took on the role of sole CIO. No other major executive hires have been publicly highlighted in the same period.
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Epoch Investment Partners (eipny.com) most commonly uses the email format combining the first initial and last name. Other formats might exist but are less prevalent.
flast@eipny.com
Format
jdoe@eipny.com
Example
75%
Success rate
Epoch Investment Partners Website • January 2024
Epoch Investment Partners published their Q1 2024 market outlook, authored by William W. Priest and John A. Tobin. The report detailed their perspective on global equity valuations, prevailing economic trends, and identified potential investment opportunities and risks for the upcoming year....more
PR Newswire • May 9, 2023
Epoch Investment Partners announced that David Pearl, Co-Chief Investment Officer and Portfolio Manager, would retire effective December 31, 2023. Philippa Wisbey, Chief Executive Officer and Co-CIO, was slated to become Epoch's sole Chief Investment Officer upon Mr. Pearl's retirement....more
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