Epoch Investment Partners, Inc.

Epoch Investment Partners, Inc., a global asset management firm established in 2004 and headquartered in New York City, specializes in providing U.S., non-U.S., and global investment strategies to institutional and intermediary clients. Their equity strategies focus on fundamental research to identify companies with strong free cash flow growth or superior earnings growth. For fixed income strategies, they emphasize disciplined portfolio construction based on sector allocation, yield curve analysis, and credit quality. As of December 31, 2024, Epoch managed $33.2 billion of client assets on a discretionary basis. They offer investment advisory services directly to clients, through third parties, and as sub-advisors to registered investment companies. Clients can impose restrictions on investing in certain securities. The firm is registered with the SEC and also in Australia and South Africa for certain securities-related activities. Epoch's fee structure varies by strategy, with minimum account sizes ranging from $10,000 for fixed income model portfolios to $25 million for equity separately managed accounts. Fees are based on a percentage of assets under management and may be waived or modified at the firm's discretion. The firm acts as a fiduciary, providing discretionary investment management services and voting client securities in their best interests. Epoch's investment philosophy is rooted in fundamental research, seeking companies with transparent business models and effective capital allocation strategies. The firm has a disciplined approach to portfolio construction and risk management. They have a Code of Ethics in place to address conflicts of interest and ensure fair trading practices. Epoch does not serve as a custodian for client assets and has adopted proxy voting policies to vote proxies in clients'