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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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Information contained in this area of the Website is published solely for general informative purposes and intended only for United States institutional investors, consultants, registered investment advisers (RIAs), financial advisers (FAs), and other financial intermediaries who are knowledgeable and experienced in the financial services market and investment products. If you are a retail or individual investor then please leave this website. The information is not authorized for use in a jurisdiction where distribution is not authorized and is not intended for distribution to individual retail clients. If you choose to access this Website from locations outside of the United States, you do so at your own initiative and risk, and are responsible for compliance with all applicable laws.

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Canadian Institutional Investors: By accessing this site you confirm that you are a “permitted client” as defined in National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations of the Canadian Securities Administrators, you agree not to forward or make the contents of this site available to any person who is not a “permitted client”, and you agree to be subject to intechinvestments.com terms of use. The information on this Website is for informational purposes only and does not constitute (i) an offer for products or services or (ii) the provision of investment advice of any kind, tailored or otherwise. The information on this Website should also not be construed as an offer to sell or a solicitation of an offer to buy to any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. Intech Investment Management LLC (“Intech”) does not have any funds that offer securities under a simplified prospectus for general offer or sale within Canada. No securities regulatory authority in Canada has reviewed or in any way passed upon this website or the merits of any investment available, and any representation to the contrary is an offense. Intech is registered with the United States Securities & Exchange Commission under the Investment Advisers Act of 1940. Intech is a subsidiary of Janus Henderson Group plc, and is affiliated with its subsidiaries and affiliates.


Decline - I am not an Institutional Investor

Intech has proudly served public funds since our beginnings. We manage over $US26 billion for public institutions globally (as of March 31, 2018) and we’re humbled by their confidence in us – they average over 9 years with Intech! To serve them best, we’ve always made it a point to understand their challenges and last year we surveyed public funds to uncover those challenges. We found a common theme – navigating tomorrow’s capital markets in the face of funding requirements.

Intech surveyed members of the National Conference on Public Employee Retirement Systems (NCPERS). Our objective was to assess NCPERS members’ current pension plan views, including return assumptions, investing challenges and risk management methods. We conducted in-person interviews of 57 NCPERS members, representing over US$235 billion in plan assets. We summarized the results in a report, “Can You Hide From The “Bogey Man”?”

What Did We Learn?

Like many institutions, public funds face a difficult investment climate today. Over the last couple of decades, public funds have turned to risk-seeking assets to meet their return “bogey.” Now, low interest-rates, low funding levels, modest economic growth and lower expected equity returns are fueling a hard look at portfolios. Risk mitigation is top of mind.

You can learn the details of our findings in the survey report:

  • Portfolio return assumptions
  • Top investing challenges
  • Commonly used risk management tools

Download Survey Results

Public funds recognize the capital market risks going forward, and many have lowered their return expectations, but they can’t afford to shy away from risk assets given their funding ratios. They need to embrace risk to meet return assumptions while turning to prudent risk management tools. It will be important, however, to make sure those tools complement their investment beliefs, government process and internal skill sets. Balancing these goals will be a prerequisite for success.

Intech Survey of Public Funds Discover how your peers are navigating today’s market risks. Download Survey Results

 

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The views presented are as of the date published. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or market sector. No forecasts can be guaranteed. The opinions and examples are meant as an illustration of broader themes, are not an indication of trading intent, and are subject to change at any time due to changes in market or economic conditions. There is no guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the results obtained from its use. As with all investments, there are inherent risks to be considered.

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.