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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 and Canadian institutional investors, consultants, financial advisers, and other intermediaries who are who are knowledgeable and experienced in the financial services market and in investment products of this nature. If you are a retail, individual investor or non-ultra-high net worth individual then please leave this website immediately. The information is not authorized for use in a jurisdiction where distribution is not authorized and is not intended for distribution to retail clients, the general public or retail investors. If you choose to access this Website from locations outside of the United States or Canada, you do so at your own initiative and risk, and are responsible for compliance with all applicable laws.

U.S. Institutional Investors: By accessing this site you confirm that you are an U.S. Institutional Investor, you agree not to forward or make the contents of this site available to any person who is not an U.S. Institutional Investor, and you agree to be subject to intechinvestments.com terms of use.

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.

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Responsible Quant

Systematically encourage strong environmental, social and governance practices.


Environmental, Social, and Governance (ESG) issues are among the highest priorities for Intech, both for our investment process and our organization. Dr. Adrian Banner, chief executive and chief investment officer, drives this priority, which touches all aspects of the company. 

Our responsibility to our clients dictates that we always focus on improving the trade-off between return and risk. That balance includes incorporating ESG factors into our investment analysis and decision-making.   
Intech ESG Integration

Integration

ESG integration has been a research initiative at Intech for several years. We've discovered that it's possible to increase portfolio ESG scores substantially higher than benchmark scores while targeting consistent long-term outperformance. We do this by incorporating both third-party ESG ratings and internal statistical analysis of ESG themes into our portfolio optimization process. This helps enhance portfolio- and pillar-level ESG scores while complementing other portfolio risk constraints. Our ESG integration research continues, as we pursue ESG integration for 100% of our portfolios.

Intech Stock Screening

Stock Screening

Intech has extensive experience employing negative screening for Environment, Social and Governance issues while seeking consistent outperformance. We do not use an off-the-shelf approach; instead, we work with our clients to exclude stocks based on their specific needs. Clients benefit from our portfolio-centric investment process that enables them to exclude stocks while maintaining strategy performance objectives. Intech has been collaborating with clients in this manner since 1997.

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Active Ownership:
Voting and Engagement

We attempt to influence corporate behavior through proxy voting and ongoing engagement. For clients who delegate proxy-voting authority to us, Intech uses ISS Sustainability Proxy Voting Guidelines unless otherwise directed. These guidelines seek to align with internationally recognized initiatives (e.g., PRI). Intech also employs ISS ESG Pooled Engagement Solutions, which allows us to join with other investors to engage companies who fail to meet responsible business conduct standards, face credible allegations, or lack transparency in their ESG risk mitigation efforts. 

Corporate Governance and Responsibility

Corporate Governance
and Responsibility

Our commitment to sustainability extends to Intech’s business. Intech’s Corporate Social Responsibility Committee leads this undertaking, seeking to understand Intech’s impact on our community and the world, provide direction to company leadership, incorporate best practices to minimize our impact, and evaluate progress. Our efforts promote professional and personal environmental awareness, advance diversity and equal opportunity in the workplace, further professional development, and encourage healthy lifestyles. We align our human resources activities to support these goals.

Advocacy Group Participation

Intech participates in several governance- and sustainability-related organizations, recognizing that a collective effort to bring about positive change has more impact than those of individual asset managers or owners. We are a long-standing and active member of Principles for Responsible Investing (PRI), a supporter of the Task Force on Climate-related Financial Disclosures (TCFD), and a signatory of Climate Action 100+. More recently, Intech became a supporter to the Investor Agenda 2021 Global Investor Statement to Governments on the Climate Crisis. We also support the Paris Agreement to limit global temperature rise to below 2°C (3.6 degrees F), and manage some portfolios that include a carbon-reduction objective alongside a traditional risk-return objective. As a subsidiary of Janus Henderson Group, we participate indirectly in the Carbon Disclosure Project.

View our ESG Policy Statement
View our Stewardship Policy Statement
View our Proxy Voting Policy

Our Founder

Our founder, E. Robert Fernholz, Ph.D., was born in 1941 in New Jersey. His father was a distinguished German chemist who fled Germany and immigrated to the US in 1935 to join the faculty of Princeton University. Dr. Fernholz's mother, Mary Briganti Fernholz, was the daughter of Italian Immigrants who came to the US in the early 1900s. She held an M.S. degree in Economics from Smith College and worked at Princeton University as a research assistant in the Economics Department.

Growing up in Princeton and attending Princeton Country Day School, Dr. Fernholz graduated high school at Deerfield Academy in Massachusetts in 1958. He majored in mathematics at Princeton University, under the direction of William Feller, and received his B.A .degree magna cum laude in 1962. He earned his Ph.D. in mathematics at Columbia University in 1967, writing his thesis under the direction of Lipman Bers.

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Dr. Fernholz began his career as an academic mathematician at the University of Washington, and 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 along-side Dr. Harry Markowitz.

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). Dr. Fernholz is also the author of numerous research articles both in pure and applied mathematics as well as statistics and mathematics of finance.

Dr. Fernholz married Luisa Turrin in 1970 and they have two sons: Daniel and Ricardo. Luisa Turrin Fernholz earned a Ph.D. in Statistics from Rutgers University and is Professor Emerita in Statistics at Temple University. Daniel T. Fernholz holds a Ph.D. in Computer Science from the University of Texas at Austin, and Ricardo T. Fernholz earned a Ph.D. in Economics from the University of California, Berkeley and is currently Assistant Professor of Economics at Claremont McKenna College.

Dr. Fernholz and his wife Luisa founded the Minerva Research Foundation in 1993 to promote research in mathematical and statistical sciences and to encourage the participation of women in these disciplines. Luisa Fernholz directs the Foundation, which has given support to the Institute’s School of Mathematics since 2007. Dr. Fernholz is also a trustee at the Institute for Advanced Study, an independent, postdoctoral research center for theoretical research, and the academic home for distinguished scholars like Albert Einstein, Kurt Gödel, John von Neumann and Hermann Weyl.

 
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1. Assets under management and ranks are based on data reported to the eVestment Alliance databases as of March 31, 2021, and included all institutional active equity strategies where the primary investment approach is equal to “quantitative” and “enhanced equity.” This group included 38 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 March 31, 2021.

3. Lower relative ex-post tracking error is based on eVestment Alliance’s calculation of the population standard deviation of excess return as of March 31, 2021. The calculation included all active equity strategies where the primary investment approach is equal to “quantitative” and “enhanced equity.” This group included 38 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.