Sustainable Investment
Our investment thesis involves an integrated engagement approach to Environmental, Social and Governance (ESG) factors. As investors in an array of investment classes, we believe we have a role to play in positively influencing ESG improvements.
We focus on ESG-related issues that may impact the long-term value of an investment.
Our Stewardship Approach
We engage with companies when we believe we need more clarity on how they are approaching ESG-related issues or to advocate for changes which we believe may benefit shareholders in the long run. We are also committed to acting as true stewards of our clients' capital through active proxy voting and collaborating with industry participants.
TD Epoch is a member or supporter of, or signatory to, the following organizations:
Our Climate Change Principles
We consider climate change as a systemic risk affecting economies, companies, and investors. Our approach to climate change is aligned with our overall philosophy of integrating all sources of risk and return in our investment processes.
As an investment manager of diversified asset classes, we, consider climate change as an important area of focus. We actively engage with companies and leverage our asset ownership positions to encourage improvements in industry collaborations.
Our approach continues to evolve to help position our portfolios to capitalize on investment opportunities arising from an accelerated transition to a low carbon economy and manage climate-related physical and transition risks.
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