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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.

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.

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Defensive Equity Strategies

Manage volatility without relying on market anomalies

Intech’s defensive equity strategies focus on managing absolute risk relative to equity markets, seeking upside participation and downside protection.

Low Volatility Strategies

Our low volatility strategies seek equity-market-like returns with low absolute risk and downside protection. We offer two approaches to fit our clients’ policy benchmarks or risk budgets. Each uses different optimization methods and index families. Neither relies on a low volatility anomaly.

Low Volatility

This approach attempts to minimize portfolio-level volatility for a given covariance matrix of stock returns in a cap-weighted index.
FactorPlus

This approach seeks to outperform a minimum volatility index1 and minimize tracking error, like a traditional active strategy.

Adaptive Volatility Strategies

A hybrid of Intech’s traditional and low volatility equity strategies, adaptive volatility strategies attempt to outperform cap-weighted benchmarks and manage absolute risk by dynamically reducing portfolio volatility to prevailing market risk conditions.

In risk-on or benign markets, adaptive volatility strategies will more closely resemble traditional equity strategies, and their beta exposure will tend to be higher. However, during periods of market stress, these strategies pursue volatility reduction and bear a resemblance to low volatility strategies.

Defensive Equity Income

Intech also offers a global adaptive volatility strategy with an income orientation. Plan sponsors can use this distinctive offering to target today’s retirement plan challenges like cash-flow-negative DB plans requiring income and liquidity or DC plan participants seeking to draw retirement income and mitigate longevity risk.

Defensive Equity Applications

Intech defensive strategies potentially address several challenges faced by today’s plan sponsors:

Defined Benefit Plans

  • Mitigate the 100% downside capture of passive equities 
  • Reduce illiquid alternatives used for diversification
  • Add an income source to cash-flow-negative plans
  • Lower funded status volatility with the same equity exposure
  • Increase equity beta exposure and retain your risk budget

Defined Contribution Plans

  • Increase or maintain equity upside potential in target-date models without corresponding levels of risk
  • Address retirement income and longevity risk simultaneously
  • Encourage participants to stay in the market longer
  • Mitigate participants’ temptation to time the market 
  • Nurture more consistent contributions

Endowments and Foundations

  • Reduce reliance on equity beta to meet spending policy requirements
  • Diversify equity pools with concentrated or higher-risk focus

Strategies

Global
U.S.
International
Emerging Markets

1. MSCI Minimum Volatility index construction is similar to Intech’s low volatility approach, and neither depends on a low-volatility anomaly. However, the MSCI process is different because it employs additional and more stringent constraints for index marketability. 

Defensive Equity Strategy Risk – There is a risk/reward tradeoff that comes with investing in defensive equity strategies. These risk strategies are likely to underperform the index especially in strong up-markets and there is a possibility they will not achieve the desired level of protection in down markets. 

There are inherent risks associated with investing in securities markets. Investing in securities involves risk of loss that investors should be prepared to bear. The risks will vary based on the nature and attributes of the relevant investment strategy and the specific securities and other instruments held. There is no performance guarantee associated with investing in any Intech strategy. There can be no assurance that the objectives associated with any Intech strategy will be met.

Past performance cannot guarantee future results. Investing involves risk, including fluctuation in value, the possible loss of principal and total loss of investment. You may get back less than your original investment. There is no assurance that the investment process will consistently lead to successful investing. As with all investments, there are inherent risks that should be addressed.

This website is issued by Intech Investment Management LLC (“Intech”).

The Intech website uses cookies to remember your preferences and to help us to improve the site 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.

The information and material on this website is for use in Australia by wholesale clients only (as defined by section 761G of the Corporations Act 2001). Intech is permitted to provide certain financial services to wholesale clients pursuant to an exemption from the need to hold an Australian financial services licence under the Corporations Act 2001. Intech is regulated by the United States Securities & Exchange Commission (SEC) under U.S. laws, which differ from Australian laws. The 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.

Unless stated otherwise, information on this web site is provided by the issuer of the applicable financial product. This website contains general information only and does not take account of your individual objectives, financial situation or needs. Prospective investors should not rely on this information and should make their own enquiries and evaluations they consider to be appropriate to determine the suitability of any investment and should seek all necessary financial, legal, tax and investment advice.

This information has been prepared using information from a variety of sources. The information is believed by Intech to be correct but no warranty is made with respect to its completeness or accuracy. All opinions and estimates in this information are subject to change without notice.