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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”.

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ESG Investments

100% Integration and US$8 Billion in ESG-tilt Portfolios1

Integrating environmental, social, and governance (ESG) factors into our investment process without compromising risk or return objectives is a pillar of our holistic sustainability approach. Every Intech strategy incorporates ESG factors for risk management purposes, regardless of whether a strategy has an explicit sustainable mandate.

Why Integrate?

Our clients expect us to understand the trade-off between generating returns, and the sources of risk associated with those returns. Indeed, it’s our obligation. We’ve found that ESG characteristics can introduce material systematic risks to portfolios, so we integrated ESG exposures into our investment process and developed proprietary ESG factors and constraints that help us manage the risks induced by ESG-related issues.

How We Integrate ESG

Access to high-quality data with a long time-series is essential for a quantitative manager. We fulfill this prerequisite for ESG data by combining widely-accepted, third-party ESG ratings that emphasize stock-specific impacts with proprietary statistical analysis that reveals related attributes that are broad, stable, and historically persistent. This technique allows us to test longer-term simulations beyond the availability of third-party ESG data, enabling the process to accommodate ESG considerations by combining proprietary and third-party ratings consistent with other portfolio risk constraints.

ESG Risk Dimensions

Intech evaluates ESG considerations across five risk factors: environmental, social, governance, carbon, and in aggregate.

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These risk factors are part of our multi-dimensional risk estimation model, which includes other factor-specific risks, such as momentum, size, beta, etc. Combined with country, sector, and stock-specific risks, our optimization process establishes portfolio-level risk exposures and adapts them to balance their contributions to return, diversification, and risk.

ESG-Tilt Strategies

Intech can also tilt these ESG exposures at the portfolio level. ESG-tilt strategies seek to boost ESG scores above a benchmark and to lower carbon intensity without sacrificing risk-reward potential. As of 30 June 2022, Intech managed over US$8 billion in ESG-tilt strategies, including bespoke solutions.

ESG-Tilt in Action

Intech offers a global equity strategy with a sustainable focus. Benchmarked to the MSCI World Index, the strategy seeks to boost Environmental, Social, and Governance (ESG) scores, as well as the aggregate ESG score, above the index while maintaining carbon intensity below the index – without sacrificing risk-reward potential.2

Benchmark: MSCI World Index

Expected Tracking Error: 1.5-3.0%

ESG Scores: Above the benchmark

Carbon Intensity: Below the benchmark

Bespoke ESG Solutions

Bespoke ESG solutions allow clients to focus on specific objectives given their circumstances and market expectations. With deep experience in collaborative customization and an extensible technology platform, Intech can help clients model multiple components of our investment process simultaneously, including ESG scores, absolute risk, active risk, factor exposures and more.