other names
Epoch Investment Partners, Inc. is a global asset management firm that provides institutional investors with a variety of U.S. and global equity strategies. Our distinct investment approach is based on our own fundamental research. In our view, the key to adding value and producing superior risk-adjusted returns is identifying companies with a consistent, straightforward ability to both generate free cash flow and to allocate it effectively for the benefit of shareholders. This philosophy and process is the foundation upon which all of our investment strategies are built. Epoch’s core tenet begins with the recognition that we serve as a fiduciary with respect to our clients. Our sole purpose is to help our clients achieve their investment objectives and our culture is a reflection of this endeavor. We have established a collaborative, investment-led firm with a singular focus on providing superior risk-adjusted returns while maintaining a standard of “best practices” in all phases of what we do. For a complete list of disclosures related to Epoch Investment Partners and the content hosted on this page, please visit our website.
Revenue $63.0 m
Headquarters New York, 10022, New York, USA

Adviser Profile

As of Date 01/28/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 177 -21.68%
of those in investment advisory functions 141 -0.70%
Registration SEC, Approved, 05/11/2004
AUM* 33,053,394,488 20.08%
of that, discretionary 33,053,394,488 20.08%
Private Fund GAV* 69,856,270 -74.66%
Avg Account Size 42,704,644 5.03%
% High Net Worth 89.61% 37.44%
SMA’s Yes
Private Funds 2 2
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
49B 42B 35B 28B 21B 14B 7B
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$54,668,809
Fund TypeOther Private Fund Count1 GAV$15,187,461

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