Please Choose Your Country

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

Not your country? Please choose your country here.

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.

This Website is reserved exclusively for non-U.S. persons and should not be accessed by any person in the United States. A “U.S. Person” is defined by U.S. laws and regulations in force from time to time. If you are resident in the U.S., or as a corporation or other entity are organised under U.S. law or administered by or operated for the benefit of a legal or natural U.S. person, you should take professional advice to determine whether you are a U.S. Person and you should not access this Website until you are sure that you are not a “U.S. Person”.

WE BELIEVE THAT THE INFORMATION THAT MAY BE VIEWED ON THIS WEBSITE IS ACCURATE AS AT THE DATE OF PUBLICATION, BUT WE DO NOT GUARANTEE THE ACCURACY OR CURRENTNESS OF THE DATA AND WE DISCLAIM ALL REPRESENTATIONS AND WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION, WARRANTIES OF MERCHANTABILITY, FITNESS FOR PARTICULAR PURPOSES, TITLE AND NON-INFRINGEMENT. FURTHERMORE, THE INFORMATION MAY BE AMENDED BY US AT ANY TIME WITHOUT NOTICE. BY PROCEEDING YOU AGREE TO THE EXCLUSION BY US, SO FAR AS THIS IS PERMITTED UNDER APPLICABLE LAW, OF ANY LIABILITY FOR ANY DIRECT, INDIRECT, PUNITVE, CONSEQUENTIAL, INCIDENTAL, SPECIAL OR OTHER DAMAGES, INCLUDING WITHOUT LIMITATION, LOSS OF PROFITS, REVENUE OR DATA ARISING OUT OF OR RELATING TO YOUR USE OF AND OUR PROVISION OF THIS WEBSITE AND CONTENT REGARDLESS OF THE FORM OF ACTION, WHETHER BASED ON CONTRACT, TORT (NEGLIGENCE), WARRANTY, STATUTE OR OTHERWISE, AND REGARDLESS OF WHETHER WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IF YOU ARE DISSATISFIED WITH ANY PORTION OF THIS WEBSITE, OR OF THIS IMPORTANT INFORMATION, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USE OF THIS WEBSITE.

If you are unsure about the meaning of any information provided on this Website, then please consult your financial or other professional adviser. We do not offer investment advice.

Cookies: This Website uses cookies to remember your preferences and to help us to improve this Website through the use of web analytics. By continuing without changing your cookie settings we will assume that you are happy to receive cookies for these two purposes. For full details on how to manage our cookies and how we use them, please see our Cookie Policy as well as the Cookies section within our Privacy Policy.


Decline - I am not a wholesale client

Life in June of 1987 was much different than it is today. Waterbeds were making a splash in bedrooms across America, Microsoft Windows was only on the verge of introducing desktop icons and 16 color graphics, and everyone was buzzing about the first blockbuster film about naval aviators. Intech had only just launched its flagship product, Intech U.S. Enhanced Plus, and Black Monday was still a few months away. And while much has changed in those 35 years, much has stayed the same. The markets, for example, can still be the roller coaster ride they were 35 years ago, with the next Black Swan around any corner. Intech has also stood the test of time through multiple market cycles, employing the core investment principles developed by Dr. Fernholz in 1982. And of course, Top Gun is calling us back for more…

ChalkboardMath

Intech forged the path in mathematical investing those 35 years ago. Here’s a look back at where we started and where we still intend to go.

Mathematic Roots

Dr. E. Robert Fernholz, Intech’s founder, began his career as an academic mathematician at the University of Washington. 

He 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

Fernholz-final

In 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). His groundbreaking approach offered investors an unconventional, mathematics-based approach to investing.

 

Intech Grows

As the years progressed, so did the product offerings and by 1993, Intech launched its first growth strategy, a category which would become nearly half the firm’s AUM a decade later. In the mid- to late 90s, Intech developed the concept of market diversity – a significant contribution to the understanding of the size effect and its relationship to active managers’ relative performance.

Flags on globe_ILCC blog

Behind the scenes, however, reorganizations, mergers, and acquisitions transformed Intech into an independently managed subsidiary of Janus Capital in 2003.

In 2005, Intech launched Intech Global Large Cap Core, propelling Intech into global equities for the first time. In 2006, Intech established their International Division, with an office in London, UK, and its first non-U.S. strategy, Intech International Large Cap Core, would follow later that year.

Leadership Changes and New Horizons

Adrian_Math-1Adrian Banner, PhD, joined the firm in 2002 as director of research. In 2009, he was promoted to co-chief investment officer, and in 2011, chief investment officer. That same year, founder Dr. Fernholz retired, staying on in a strategic consulting capacity with the firm’s research team. 2012 marked Intech’s first foray into defensive equity with the seeding of its Intech Global Low Volatility strategy. This represented a natural extension of Intech’s years of volatility expertise, and the start of a platform that would become a significant component of its product line in the years to come. The following year, Dr. Banner assumed the role of CEO in addition to CIO, and the investment team expanded. Through the 2010s, Intech continued to grow and expand its offerings, ranging from the Absolute Return products to CIT vehicles, moving Intech to where it is today by applying its unique investment approach to relative or absolute risk-return objectives across a variety of client-directed benchmarks.

ESG Icons

Today, Intech serves some of the world’s leading institutional investors and has attained 100% ESG integration, as we continue to listen to our clients and grow in our investment capabilities. Integrating ESG factors into our investment process without compromising risk or return objectives is a pillar of our holistic sustainability approach and something we are very proud of, in addition to over $8 billion in ESG-tilt assets (as of 2022-06-30).

Intech's Future

Intech’s 35th year saw another significant milestone in its story. Following a management buyout from Janus Henderson on March 31, 2022, Intech became private, fully independent, and 100% owned by the company’s founder, board members, and current and former employees. This new ownership structure improves discretion over our resources and serves to strengthen our alignment with our clients’ interests. Dr. Adrian Banner transitioned his chief executive officer responsibilities to Dr. Jose Marques, yet continues his role as chief investment officer, dedicating his focus to portfolio management and research.

Intech has come a long way since its humble beginnings in 1987 and has grown into so much more than ever imagined those 35 years ago. Yet one thing remains strong – the commitment we have to our clients. In the years ahead, Intech will continue to innovate while staying true to our core investment principles. We will continue to serve our clients’ goals and deliver value for clients, partners, employees, and all stakeholders. We look forward to another 35 years – and more!

 

Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value.