TD Global Investment Solutions will be renamed TD Asset Management ( TDAM ), thereby establishing a unified global brand for the company's asset management business targeting institutional investors and retail customers.

In addition, Epoch Investment Partners, Inc. ( TD Epoch ) have changed their names to TD Asset Management ( US ), Inc. ( TDAM US ). TD Asset Management Inc and TDAM US will also provide products and services under the name of TDAM. This change applies to all markets and jurisdictions, with the aim of integrating the asset management capabilities of TDAM under a single global brand.

TDAM, the Chief Executive Officer and also the person in charge of TD Bank Group business, David Sykes stated: "Our unified brand has brought a clearer market image and provided a more consistent experience for customers around the world. By integrating our capabilities under one name, we make it easier for customers to understand and utilize our extensive investment capabilities."

Key Points

• TD Global Investment Solutions will operate under the name of TDAM.
• TD Epoch has changed its name to TDAM US.
• Under a unified brand, TDAM will continue to leverage its global capabilities to provide disciplined investment management.
• A unified brand will bring a clearer market image and a more consistent global customer experience.

A simpler customer experience with closer connections

These changes will not affect the investment approach of TDAM. The investment team, portfolio managers, investment philosophy, and service team remain unchanged.

Sykes represents: " TDAM has always placed clients at the center of all our work. We drive innovation, pursue excellence in investment management, and build relationships through close collaboration to develop customized solutions, striving for better results and helping clients achieve their investment goals."

Built on a tradition of mature investment capabilities

With over 35 years of investment experience, TDAM offers fundamental stock strategies, including free cash flow strategies, quantitative and passive stock strategies, fixed income investments covering different credit ratings, global multi-asset and derivatives solutions, commodities, as well as private market investments in certain jurisdictions, including real estate, infrastructure, private debt, and mortgages.

Under a unified brand, TDAM will continue to provide disciplined investment management and leverage its global capabilities to support a wide range of investment objectives.

Frequently Asked Questions

Question: What are the changes to TD Asset Management?

Answer: Starting from October 30, 2026, we will operate under a unified global brand. The investment methods, investment team, portfolio managers, investment philosophy, and service team of TDAM will not change.

Question: Why is this change necessary?

Answer: A unified brand helps to present a clearer market image to customers on a global scale.

Question: Will this change affect investment products?

Answer: These changes will not affect asset management or the company's investment approach. The investment team, portfolio managers, investment philosophy, and service team remain unchanged.

About TD Asset Management

TD Asset Management ( TDAM ) is a global asset management firm dedicated to helping clients achieve their investment goals. The company serves institutional investors, financial intermediaries, and individual investors, providing tailored solutions that meet their ever-changing needs. With professional expertise and a diverse perspective, TDAM is able to adapt to market changes while pursuing long-term results. TDAM offers a wide range of investment capabilities in both public and private markets, including fundamental stock strategies such as those based on free cash flow, quantitative and passive stock strategies; fixed-income investments covering the entire credit spectrum; as well as alternative investment products such as commodities.

TD Asset Management refers to TD Asset Management Inc which operates in Canada, as well as TD Asset Management ( US ) and Inc which operate in the United States. The two companies are related to each other and are both wholly-owned subsidiaries of TD Bank of Toronto ( Toronto - Dominion Bank ). Products from TD Asset Management are also available through an associated and independent network of distribution partners. For more information, please contact their distribution partners.

The information in this text is for reference only and comes from sources considered reliable. This information does not constitute financial, legal, tax, accounting, or investment advice. Certain investment, tax, or trading strategies should be evaluated in conjunction with individual goals and risk tolerance. This article does not constitute an offer that is illegal or not permitted in the relevant jurisdiction. This article has not been reviewed by any securities regulatory agency or other regulatory bodies, nor has it been registered in the relevant jurisdiction. Unless otherwise stated, the general statements or opinions regarding securities, physical assets, or market conditions in this text reflect the views of us or the cited sources as of the date mentioned in the text, and these views may change. Information regarding portfolio holdings, asset allocation, or diversification reflects a point in time in the past and may also change.

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For more information: Jillian Tanouye, TD Bank Group, [ email protected ]