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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.

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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.

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Quantitative Investing Specialists

Intech at a Glance

+35

Year investing heritage

100

Percent owned by employees, board members, and founder

60

Employees focused on investing and service

20

Years average industry experience among employees

17

Birth countries among employees

15

Spoken languages among employees

Data as of 30 September 2022.

Who Is Intech?

Intech is a private, quantitative asset manager investing on behalf of pension funds, governments, endowments, foundations, and other institutional investors worldwide. Having pioneered the application of Stochastic Portfolio Theory in 1987, Intech continues to seek distinctive alpha sources for investors in five continents. 

Who is Intech

 

Aligned with Client Interests

Intech’s management team has acquired the company from Janus Henderson, resulting in a private, fully independent company. Intech is 100% owned by the company’s founder, employees, and board members. Our full independence increases alignment with clients and provides additional flexibility to deliver enhanced value for clients, partners, employees, and all stakeholders. Intech employees pride themselves on maintaining a highly ethical, integrity-first culture that builds honest and constructive relationships with clients. 

 

Global Investment Solutions

With over 50% of assets from clients domiciled outside the U.S., Intech has truly global investment platforms differing by relative or absolute risk objectives. We can calibrate our solutions to fit geographic regions, return objectives, risk budgets, or sustainability goals. Indeed, over half of Intech’s AUM are in bespoke portfolios.

AUM_3Q2022_nonumbers

 

Sustainability Commitment

Intech believes that environmental, social, and governance (ESG) factors are important drivers of portfolio risk. As such, we consider their portfolio integration consistent with our principal responsibility: representing our clients’ objectives and best interests. Across our investment platforms, we also support client preferences to increase the impact of their investments. 

1987

E. Robert Fernholz, PhD, started Intech with an enhanced equity offering

1993

Launched first active equity strategy

2003

Earned first non-U.S. domiciled client

2005

Launched first international equity strategy

2006

Established an International Division in London

2011

Launched first defensive equity strategy

2012

Became a signatory of U.N. Principles for Responsible Investment

2015

Started managing first ESG-tilt strategy

2017

Launched first absolute return strategy

2021

Intech attained 100% ESG Integration

2022

Intech became private and fully independent

Key Historical Milestones

Dr. E. Robert Fernholz, the eminent mathematician and former Princeton University professor, founded Intech by offering investors an unconventional, mathematics-based approach to investing. We continue to challenge the status quo and apply the scientific method to our research, seeking to improve and develop investment solutions for our clients.

Tree Growing

Our Founder

 

Fernholz-finalOur founder, E. Robert Fernholz, PhD, served as Intech’s Chief Investment Officer from 1987-2011 and has subsequently been a consultant for the firm. He was born in 1941 in New Jersey. His father was a distinguished German chemist who fled Germany and immigrated to the U.S. in 1935 to join the faculty of Princeton University. Dr. Fernholz’s mother, Mary Briganti Fernholz, was the daughter of Italian Immigrants who came to the U.S. in the early 1900s. She held an M.S. degree in Economics from Smith College and worked at Princeton University as a research assistant in the Economics Department.

Growing up in Princeton and attending Princeton Country Day School, Dr. Fernholz graduated high school at Deerfield Academy in Massachusetts in 1958. He majored in mathematics at Princeton University, under the direction of William Feller, and received his BA degree magna cum laude in 1962. He earned his PhD in mathematics at Columbia University in 1967, writing his thesis under the direction of Lipman Bers.

Dr. Fernholz began his career as an academic mathematician at the University of Washington and later held various professorships at City University of New York, Universidad Nacional de Buenos Aires, and Princeton University. Fernholz left Princeton University in 1980 to become Research Director at Arbitrage Management Company. He also worked at Brignoli Models, where he worked alongside Dr. Harry Markowitz.

SPT Book CoverIn 1987, Dr. Fernholz founded Intech, basing our mathematical investment process on a 1982 paper he published, “Stochastic Portfolio Theory and Stochastic Market Equilibrium.” He later elaborated on these mathematical methods in his monograph, Stochastic Portfolio Theory (Springer 2002). Dr. Fernholz is also the author of numerous research articles both in pure and applied mathematics as well as statistics and mathematics of finance.