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Welcome. This website is intended solely for the use of institutional investors, consultants and other professionally recognized financial intermediaries in specific countries. Intech Investment Management LLC (“Intech”), is an investment adviser registered with the United States Securities & Exchange Commission. Intech is not permitted to offer products and services in all countries. It is the responsibility of prospective investors to inform themselves of and to observe all applicable laws and regulations of any relevant jurisdictions, including the legal requirements and tax consequences within the countries of their citizenship, residence, domicile and place of business with respect to the acquisition, holding or disposal of shares or securities, and any foreign exchange restrictions that may be relevant thereto. The products and services referred to in this website are not offered to any person or entity in any jurisdiction where the advertisement, offer or sale of such products and services is restricted or prohibited by law or regulation or where we would be subject to any registration or licensing requirement not currently held by Intech or our affiliates. If Intech does not offer a website for your country, please visit www.janushenderson.com.

Australia Wholesale Client Confirmation

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This Website is intended solely for the use of wholesale clients in Australia and their professional consultants and investment advisers and is not for general public distribution.

This material on this website is not intended for distribution to, nor should it be relied upon by, retail clients. If you are a retail or individual investor, then please leave this Website.

Intech is permitted to provide certain financial services to wholesale clients in Australia pursuant to an exemption from the need to hold an Australian financial services licence under the Australian Corporations Act 2001. Intech is regulated by the Securities Exchange Commission of the U.S. under U.S. laws, which differ from Australian laws.

The words ‘Intech,’ ‘we,’ ‘us’ or ‘our’ used herein refer to Intech Investment Management LLC (“Intech”), an investment adviser registered with the United States Securities & Exchange Commission, and ‘you’ or ‘yourself’ may refer to an individual, Independent Financial Advisor, consultant, company, or other entity visiting this website. This website is issued by Intech Investment Management LLC (“Intech”).

Unless stated otherwise, information on this web site is provided by the issuer of the applicable financial product.

Information contained on this Website is published solely for general informative purposes and should not be relied upon as financial product advice. This content has been prepared without taking into account the objectives, financial situation or needs of any person. Before making an investment decision you should consider the appropriateness of the information on this website having regard to these matters and where relevant read any disclosure document relating to a financial product. You should also consider obtaining independent advice before making any investment decisions.

This website is intended only for wholesale clients (as defined by section 761G of the Corporations Act 2001) in Australia and their professional consultants and investment advisers who are who are knowledgeable and experienced in the financial services market and in investment products of this nature.

Should you proceed to access this Website, you will be representing and warranting that you are a “wholesale client” as defined by section 761G of the Corporations Act 2001. The information is not authorized for use in a jurisdiction where distribution is not authorized and is not intended for distribution to retail clients.

In continuing to access or use Intech’s Website at intechinvestments.com (“Website”), you agree to be bound by the Terms of Use applicable to your use of this Website and any information obtained from it. If you do not agree to these Terms of Use, please do not use this Website or download or read content from it.

The information contained on this web site is believed to be accurate and current at the time of compilation and is provided in good faith. Intech does not accept any responsibility arising in any way (including negligence) for errors in or omissions from information contained on this web site or for any loss or damage (whether direct, indirect or otherwise) suffered by the recipient of the information contained on this web site, or any other person. Intech does not accept any legal responsibility for material published on third party linked sites.

What follows is not an offer or invitation to acquire an investment to, and should therefore not be relied upon by, any person anywhere other than Australia or any person in any jurisdiction where such an offer or invitation would be unlawful. Persons in respect of whom such prohibitions apply must not access this Website.

If you choose to access this Website from locations outside of Australia, you do so at your own initiative and risk, and are responsible for compliance with all applicable laws. Otherwise, please return to intechinvestments.com and choose the appropriate jurisdiction, where you will find investment products and services that are available to you.

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Intech's New Chapter

Intech is private and fully independent

What's New?

As of March 31, 2022, Intech's management team acquired the company from Janus Henderson. This marks a new chapter in Intech’s rich history. It is a private, fully independent company, fortifying our alignment with clients and providing additional flexibility to deliver enhanced value for clients, partners, employees, and all stakeholders.

100% Owned by the Founder, Employees, and
Board Members

Intech has always believed that high levels of employee ownership put investment firms in the best position to deliver long-term  investment performance and create organic growth. This transaction makes Intech a private, fully independent asset manager. Intech’s founder, employees, and board members own 100% of the company, strengthening the alignment of incentives with our clients’ long-term objectives.

Intech is no stranger to autonomy. Since our beginnings in 1987, Intech has operated as an independently managed affiliate, and we are well positioned to become a leading, fully independent quantitative investment manager. With full autonomy, Intech gains increased flexibility to deliver value for clients, partners, employees, and all stakeholders.

Full Independence: Intech Ownership Before and After Buyout

Buyout_3_600

Low Potential Risk to Clients
Janus Henderson is resourcing and incentivizing Intech’s future success. Intech has secured a transition services agreement with Janus Henderson to ensure a seamless change in operations and continuity in serving our clients. Janus Henderson will continue to support our international client service and back-office operations for a minimum of two years.

 

New, Accomplished Board of Directors

Intech has changed the composition and charter of its board of directors to empower and strengthen the business. The new board charter places a greater emphasis on its strategic directive, and this board will take a more active role in overseeing our go-forward strategy and all other aspects of the business.

Intech welcomes a highly accomplished team of directors, carefully selected for their deep, relevant experience. Churchill Franklin, the Co-founder and former CEO of Acadian Asset Management, is the new board’s chairperson. Joining Churchill on the board is a team with complementary skills, including Nobel Laureate Myron Scholes, PhD, and Larry Leibowitz, former COO of the New York Stock Exchange.

Churchill Franklin

Churchill Franklin

Executive Chairperson

  • 33 years of industry experience
  • Co-founder and former CEO of Acadian Asset Management
  • BA, American Literature, Middlebury College

Full biography

“Having spent my career in the asset management industry, I’ve always had tremendous respect for Intech. It’s an honor to have an opportunity to work with such a remarkable company and leadership team. With deep quantitative investing roots, Intech has a strong foundation for an exciting future.” 

 
Jose_Marques-1

Jose Marques, PhD

Chief Executive Officer and Executive Director

  • 30 years of industry experience
  • Past positions: CEO at Entrypoint Capital, Head of Trading at Bridgewater Associates, and Global Head of Electronic Trading at Deutsche Bank
  • PhD, Physics, University of California

Full biography

Adrian_Banner-1

Adrian Banner, PhD

Chief Investment Officer and Executive Director

  • 20 years of industry experience
  • Joined Intech in August 2002
  • Held positions on the firm's Princeton Research Team prior to being named CIO
  • PhD, Mathematics, Princeton University
  • MS & BS, Mathematics, University of New South Wales, Australia

Full biography

Myron_Scholes-1

Myron Scholes, PhD

Independent Non-Executive Director

  • 52 years of industry experience
  • Nobel Laureate in Economic Sciences and co-originator of the Black-Scholes options pricing model
  • PhD, Economics, University of Chicago
  • MBA, University of Chicago
  • BA, McMaster University

Full biography

Lawrence_Liebowitz-1

Larry Leibowitz

Independent Non-Executive Director

  • 40 years of industry experience
  • Managing Partner and Executive Chairman at Entrypoint Capital
  • Former COO and Head of Global Equity Markets, NYSE Euronext
  • BA, Economics, Princeton University

Full biography

CEO Passes the Baton

After a decade at the helm, Dr. Adrian Banner is transitioning his CEO responsibilities to a new CEO for Intech’s next stage of growth. Adrian continues his role as Chief Investment Officer, dedicating his focus to portfolio management and research. Dr. Jose Marques, former Head of Trading at Bridgewater and, most recently, CEO of Entrypoint Capital, is Intech’s new CEO and joins Adrian as a member of Intech's Board of Directors.

Intech has advanced considerably under Adrian’s leadership, including a more prominent global client base, market penetration in defensive equity solutions, and a resolute commitment to sustainable investing. Adrian now passes the CEO baton to Jose for Intech’s next stage of growth.

Proven New Leadership
Jose is a 30-year industry veteran on both the buy- and sell-side. He has extensive experience providing and managing strategic direction for companies on a global basis. An engaged and hands-on manager, Jose offers a high level of business acumen with a relentless focus on client needs. He is a proven leader and effective CEO with deep quantitative investing experience.

“I’m excited to join a firm with Intech’s history and reputation for client service. With a solid foundation in place, I’m looking forward to making the most of Intech’s culture and talent to grow and expand the business.”

Jose Marques, PhD
Chief Executive Officer and Executive Director

 

“Dr. Marques is a proven leader and effective CEO, with more than 30 years of experience leading thoughtful and systematic transformations. He is unquestionably the right choice to lead Intech into a bright new future. I look forward to partnering with him.”

Adrian Banner, PhD
Chief Investment Officer and Executive Director

 

Intech’s management buyout starts a new chapter in our firm’s history. As a private, fully independent company, Intech can focus on our core mission: to provide clients with the highest quality investment strategies within an exemplary ethical organization, while fostering a friendly and rewarding environment for employees. And, with our colleagues invested alongside our clients, we are genuinely in this together.

 

Questions & Answers


Will this affect your investment process?
No. The management buyout will have no impact on how we manage client assets. Intech will continue the evolution of the investment approach established by our founder in 1987.

What are the terms of the deal?
The terms of the deal are not disclosed.

When did the deal close?
The transaction closed on March 31, 2022.

Who are the new owners? Largest shareholders?
Intech's founder, employees, and board members will own 100% of Intech. Jose Marques and Adrian Banner will be the firm’s largest shareholders.

Why did Intech and Janus Henderson agree to this management buyout?
Intech and Janus Henderson believe the management buyout unlocks greater potential for both firms, as we focus on our respective value propositions: Intech on delivering superior quantitative investment solutions to institutional investors, and Janus Henderson on providing active, fundamental investing.

Does Dr. Adrian Banner support these changes?
Yes. Adrian is a proponent of these changes. He played an integral role in identifying and vetting the new CEO, structuring the new ownership terms, and apportioning board representation. Adrian believes the infusion of talent at the CEO and board levels, combined with the ownership change, will be beneficial for Intech’s clients and the company’s future.

Will there be any other management changes?
No. There are no additional management changes because of this transaction.

Has my primary contact changed?
There is no immediate change to your primary contact. Please continue to engage with Intech or Janus Henderson as usual, speaking with the same client contacts.

Who do I contact with additional questions?
Please reach out to your primary contact or one of the individuals below.

North America Clients

John Brown, Executive Vice President,
Head of Global Client Development 

jbrown@intechinvestments.com

+1 561 775 1163 

EMEA, Asia, and Australia Clients

David Schofield, President, International 

dschofield@intechinvestments.com

+44 (0)20 7818 5600

Media

Andre Prawoto, Chief Marketing Officer 

aprawoto@intechinvestments.com

+1 561 776 2226