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Expected Risk Reduction: up to 35%

Inception: 11/01/2000


Adaptive Volatility Equity Strategies

Overview and Applications

Intech® adaptive volatility equity strategies are a hybrid of our active core and low volatility equity platforms – a distinctive industry offering. These strategies seek to outperform the equity market over a full market cycle with downside protection, providing an asymmetric return profile. Our clients use these strategies to address a wide range of needs:

  • Allow for higher equity exposure throughout a target-date glide path
  • De-risk an under-funded plan without reducing equity exposure
  • Increase equity exposure without increasing total risk
  • Insulate beta risk from unpredictable market shocks
  • Reduce plan surplus volatility

We employ one process across five investment platforms, including our adaptive volatility equity platform. Platforms differ by risk-return objective – relative or absolute. Platform strategies differ by benchmark and/or risk budget.

#7/Large Cap Equity Quant Manager by AUM1

#7/Low Volatility Quant Manager by AUM1

30+/Years of Active Core Equity Results1

7+/Years of Low Volatility Outcomes

Maintain Equity Exposure

Under-funded plans that require risk-seeking assets to meet return assumptions can turn to our strategy to uphold equity allocations prudently. By systematically adapting beta exposure with risk regimes, our approach seeks asymmetric equity returns to smooth your overall portfolio outcomes.

Take Risk When You Need It

Risk regimes aren’t static; your core equity implementation shouldn’t be either. Drawing on 30 years of volatility analysis, our approach works like a hybrid automobile: it systematically delivers alpha-seeking “power” in risk-on regimes while mitigating risk in risk-off environments.

Avoid Costly Hedging Tools

Unlike more expensive tail-risk management tools like options, covered calls and market neutral strategies, our approach attempts to deliver alpha while providing meaningful beta management – without exposures to derivatives, leverage or riskier investment trade-offs.

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