We are optimistic about AI's long-term impact on productivity and profits, but our perspective suggests the optimists' scenario is acutely implausible. That is, it will take longer than consensus expects for the latest tech wave to turbocharge productivity and profits. It always does.
Since its inception, the Global Equity Shareholder Yield strategy has strived to build a diversified portfolio of high-quality companies with growing cash flows that is then returned to shareholders. The strategy pursues attractive total returns and an above-average level of income with lower than market volatility and has historically shown style consistency and low correlations to traditional equity styles.
A diversified private credit portfolio through opportunities in direct lending, real estate debt, infrastructure debt and specialty finance - all in an open-ended fund format.
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AI Will (Eventually) Turbocharge Productivity and Profits
March 9, 2026 - 25 min read
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Two Decades of Discipline: Cash Flow Growth and Shareholder Yield
January 28, 2026 - 10 min read
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Introduction of a Global Private Credit Strategy
December 19, 2025 - 25 min read
Welcome to TD Global Investment Solutions
Explore what's possible together
TD Global Investment Solutions (TDGIS) represents the institutional asset management businesses of TD Bank Group (TD) - TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch). We offer investment solutions to corporations, pension plans, endowments and foundations, insurance companies, sovereign wealth funds, and superannuation, among others. We strive to better understand our client's needs and offer solutions to meet those needs using our broad expertise across alternative investments, equities and fixed income. Our independent investment teams maintain their own investment philosophies, giving TDGIS diversity of thought.
Strength and Experience
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Investment InsightsMarch 19 2026
We discuss how active management has struggled to outperform cap-weighted indices in recent years, with only about 29-44% of managers beating the MSCI World Index from 2023 to 2025. This trend is linked to the increasing concentration of the index in a few large stocks that have delivered exceptional returns. Understanding when active managers outperform helps inform investment decisions amid evolving market conditions.
Thought leadership25 min. readSteven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch
Investor knowledgeJanuary 09 2026A fragmented global landscape is reshaping ESG priorities. See what that means for 2026.
Blog5 minute readPriti Shokeen, PhD, Managing Director, Head of Sustainable Investment, TD Asset Management Inc.
Investor KnowledgeDecember 08 2025Sub-investment grade private credit (“private credit”) has seen tremendous growth in the past decade. Private credit offers the key benefits of higher cash yield, higher total return and lower volatility compared to broadly similar public fixed income securities.
Thought leadership10 min read