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TD Greystone Asset Management (Delisted)

PRI reporting framework 2020

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Canada

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

172 FTE

02.4. Additional information. [Optional]

TD Greystone Asset Management operated as Greystone Managed Investments Inc. (TD Greystone).

On November 1, 2019, Greystone Managed Investments Inc. and Greystone Capital Management Inc. and TD Asset Management Inc. amalgamated with TD Asset Management Inc. 


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

30/09/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

04.5. Additional information. [Optional]

This report is for TD Greystone Asset Management ("TD Greystone" or "we") as of September 30, 2019. 

TD Greystone Asset Management sold its US operations to TDAM USA Inc. on September 30, 2019 and amalgamated with TD Asset Management Inc. on November 1, 2019.  TD Asset Management operates in Canada as TD Asset Management Inc. and in the United States as TDAM USA Inc. and both firms are wholly-owned subsidiaries of The Toronto-Dominion Bank ("TD"). Separate PRI reports have been prepared by both TD Asset Management Inc. and TDAM USA Inc. as of December 31, 2019 and both exclude information pertaining to the former entity TD Greystone Asset Management, all of which is included in this report.


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 14 0 0
Fixed income 10-50% 22 0 0
Private equity 0 0 0 0
Property >50% 60 0 0
Infrastructure <10% 1 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments <10% 3 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]

The former entity TD Greystone amalgamated with TD Asset Management ("TDAM") on November 1, 2019. Please note, all data provided as of September 30, 2019 and is for the former entity TD Greystone.


OO 07. Fixed income AUM breakdown

07.1. Provide to the nearest 5% the percentage breakdown of your Fixed Income AUM at the end of your reporting year, using the following categories.

Internally managed
63.5 SSA
19.8 Corporate (financial)
16.7 Corporate (non-financial)
0 Securitised
Total 100%

OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

93.6 Developed Markets
6.4 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


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