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Expected Risk Reduction: up to 35%
Inception: 11/01/2000
trueIntech® defensive equity strategies seek upside equity market participation with downside protection. We construct these strategies without dependency on a low-volatility anomaly or factor; instead, we focus on low-volatility outcomes. Our clients use these strategies to address a wide range of needs.
We employ one process across four investment platforms, including our defensive equity platform. Platforms differ by risk focus – active risk vs. total risk. Platform strategies differ by benchmark and risk budget.
Equity Market Observations
Guide
Equity Market Observations
Webinar
$9/Billion in Defensive Equity AUM1
#6/Defensive Equity Quant Manager by AUM1
12/Different Defensive Equity Strategies
7+/Years of Defensive Equity Outcomes
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1. Assets under management and ranks are based on data reported to the eVestment Alliance databases as of December 31, 2018, and included all institutional active equity strategies where the primary investment approach is equal to “quantitative” and “enhanced equity.” This group included 39 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, 2018.
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, 2018. The calculation included all active equity strategies where the primary investment approach is equal to “quantitative” and “enhanced equity.” This group included 39 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.
