Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: Epoch Investment Partners, LLC
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

Epoch Investment Partners
640 Fifth Avenue
18th Floor
New York, NY  10019
Google Maps

Contact
Main Phone: 212-303-7200
Web Site: http://www.eipny.com/

Mutual Fund Brand(s)
Epoch Investment Partners, LLC

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Founded in 2004, New York City-based Epoch Investment Partners, Inc. is backed by TD Bank. Epoch specializes in shareholder yield choice and absolute return strategies.

    Epoch is an investment manager with a global institutional client base, including corporations, public funds, foundations, and endowments, also providing to high net worth individuals, investment companies, pooled investment vehicles, state or municipal government entities, pension and profit sharing plans, corporations, insurance companies and other charitable organizations. The firm launches and manages mutual funds as well as variable annuity funds through sub-advisory relationships. It invests in public equity markets globally, and value stocks of companies across all market capitalizations.

    New York Life's MainStay Investments adopted Epoch Investment Partners' family of four mutual funds in 2009.
    Sponsored Opportunities



    Key People:
    Bill Priest
    CEO, Co-Chief Investment Officer, Co-Founder, Epoch Investment Partners, Inc.
    Philipp Hensler
    President, Chief Operating Officer, Epoch Investment Partners, Inc.
    Timothy Taussig
    Co-Founder, Director, EPOCH INVESTMENT PARTNERS, INC.
    David Pearl
    Co-Founder, Co-Chief Investment Officer, Executive Vice President, Head of U.S. Equities and Portfolio Manager, Epoch Investment Partners, Inc.
    Story Archive for Epoch Investment Partners
    Published On Story Headline Publication
    8/1/2018 Hensler Joins a $44.2B-AUM Shop MFWire.com
    7/24/2017 Carroll Joins a $47.1B Shop MFWire.com
    5/5/2017 Filings for Fundsters - May 5, 2017 MFWire.com
    4/17/2017 Week In Preview: Fundsters Gather in NYC and Directors in DC MFWire.com
    9/23/2010 Hancock Has a Dinner Date with 1,000 Advisors MFWire.com
     News Archives
    2024: Q4Q3Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. MFDF webinar - BDC Board Service 101, December 10
    2. WE Boston - Give Back Event, December 10
    3. IMEA Distribution Council webinar - Unlocking Your Competitive Edge: Driving Results Through Net Promoter Excellence, December 10
    4. WE New York - End of Year Celebration, December 11
    5. MFDF webinar - ETF Product Trends: Board Implications, December 11
    6. Nicsa webinar - The Virtues of Corporate Culture, December 11
    7. MFDF webinar - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms, December 18
    8. IMEA webinar - Driving Equity: The FARE Journey and Its Impact on Financial Services, December 19
    9. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7, 2025
    10. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9, 2025
    11. MFDF webinar - AI and Fund Compliance, January 21, 2025
    12. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22, 2025
    13. MFDF 2025 Directors' Institute, January 27 - 29, 2025
    14. FSI OneVoice 2025, January 27 - 29, 2025
    15. 2025 ICI Innovate, February 3 - 5, 2025
    16. MFDF Director Discussion Series - Open Forum, February 10, 2025
    17. MFDF Director Discussion Series - Open Forum, February 11, 2025
    18. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025
    19. MFDF Director Discussion Series - Open Forum, April 2, 2025
    20. Envestnet Elevate 2025, April 9 - 10, 2025
    21. MFDF Director Discussion Series - Open Forum, April 15, 2025
    22. The 36th Sub-Advised Funds Forum, April 29 - 30, 2025
    23. Morningstar Investment Conference 2025, June 25 - 26, 2025
    24. MFDF Director Discussion Series - Open Forum, July 9, 2025




    ©All rights reserved to InvestmentWires, Inc. 1997-2024
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use