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Expected Risk Reduction: up to 35%
Inception: 11/01/2000
trueWe construct Intech® enhanced equity strategies to improve the probability of excess return over an index. They attempt to improve upon index returns and minimize tracking error. Our clients use them to address a number of needs:
We employ one process across four investment platforms, including our enhanced equity platform. Platforms differ by risk-return objective – relative or absolute. Platform strategies differ by benchmark and/or risk budget.
Equity Market Observations
Guide
Equity Market Observations
Webinar
#7/Enhanced Equity Quant Manager by AUM1
#1/Enhanced Equity Manager in Australia by AUM1
$11/Billion in Enhanced Equity Assets Under Management1
11+/Average Enhanced Equity Account Tenure in Years2
Tap a Reliable Alpha Source
Equity price volatility is ubiquitous and has been our source of excess return and a key to risk control for over 30 years. Our clients can reduce their dependence on traditional alpha sources like “undiscovered” value, earnings “surprises” or transitory factor premiums.
Add a True Complement
We don’t forecast factors or company performance; instead, we use volatility and correlations to improve diversification and capture a rebalancing premium. This fundamental difference can produce excess returns uncorrelated with those of conventional managers.
Improve Risk Budgeting
The typical active manager increases active bets as the range of stock returns increase (i.e., dispersion). We do the opposite, potentially offering a more stable ex-post tracking error compared to traditional managers. Stable active risk means a more stable risk budget.
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1. Assets under management and ranks are based on data reported to the eVestment Alliance databases as of December 31, 2020, and included all institutional active equity strategies where the primary investment approach is equal to “quantitative” and “enhanced equity.” This group included 36 managers. Information is current as of the date shown and may change at any time.
2. Tenure is based on Intech enhanced equity accounts for the period ended December 31, 2020.
3. Lower relative ex-post tracking error is based on eVestment Alliance’s calculation of the population standard deviation of excess return as of December 31, 2020. The calculation included all active equity strategies where the primary investment approach is equal to “quantitative” and “enhanced equity.” This group included 36 managers. Information is current as of the date shown and may change at any time.
Past performance is no guarantee of future results. Investing involves risk, including possible loss of principal and fluctuation of value. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Risk controls, as referenced, do not promise any level of performance or guarantee against loss of principal.
This website is issued by Intech Investment Management LLC (“Intech”).
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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.
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