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Expected Risk Reduction: up to 35%

Inception: 11/01/2000

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Defensive Equity Strategies

Overview and Applications

Intech® 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.

DB Asset-Liability Management

  • Maintain equity exposure and reduce or reallocate your risk budget
  • Increase equity exposure and maintain your risk budget
  • Increase liquidity by replacing the alternatives used to reduce volatility

DC Participation Rates and Outcomes

  • Encourages participants to stay in the market longer
  • Mitigates temptation for market timing
  • Nurtures more consistent contributions

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.

$6/Billion in Defensive Equity AUM1

#9/Defensive Equity Quant Manager by AUM1

11/Different Defensive Equity Strategies

9+/Years of Defensive Equity Outcomes

Filter Resources

MSCI Emerging Markets Index

Intech® Emerging Markets
Adaptive Volatility

Platform: Adaptive Volatility

Expected Risk Reduction: Up to 30%

Inception: Available

MSCI Europe Index

Intech® European
Large Cap Core

Platform: Core Equity

Expected Tracking Error: 2-4%

Inception: 2010-01-01

MSCI World Index

Intech® Global
Adaptive Volatility

Platform: Adaptive Volatility

Expected Risk Reduction: Up to 30%

Inception: 2014-07-01

MSCI World Index

Intech® Global
Adaptive Volatility - ESG (EUR)

Platform: Adaptive Volatility

Expected Risk Reduction: Up to 30%

Inception: 2014-07-01

MSCI All Country World Index

Intech® Global All Country
Adaptive Volatility

Platform: Adaptive Volatility

Expected Risk Reduction: Up to 30%

Inception: 2014-10-01

MSCI All Country World ex Australia Index

Intech® Global All Country
Adaptive Volatility ex Australia

Platform: Adaptive Volatility

Expected Risk Reduction: Up to 30%

Inception: 2013-10-01

MSCI All Country World Index

Intech® Global
All Country Core

Platform: Core Equity

Expected Tracking Error: 1.5-2.5%

Inception: 2013-05-01

MSCI All Country World ex U.S.A. Index

Intech® Global All Country
Core ex U.S.

Platform: Core Equity

Expected Tracking Error: 2-4%

Inception: 2014-07-01

MSCI All Country World Index

Intech® Global All Country
Enhanced Index

Platform: Enhanced Equity

Expected Tracking Error: 1-1.5%

Inception: 2011-11-01

MSCI All Country World Index

Intech® Global All Country
Low Volatility

Platform: Low Volatility

Expected Risk Reduction: Up to 50%

Inception: Available

MSCI All Country World Index

Intech® Global
All Country Select

Platform: Core Equity

Expected Tracking Error: 2.5-5%

Inception: 2017-07-01

MSCI World Index

Intech® Global
Enhanced Index

Platform: Enhanced Equity

Expected Tracking Error: 1-1.5%

Inception: Available

MSCI World Index ex Australia

Intech® Global
Enhanced Index ex Australia

Platform: Enhanced Equity

Expected Tracking Error: 1-1.5%

Inception: Available

MSCI World Index

Intech® Global
Enhanced Plus - ESG

Platform: Enhanced Equity

Expected Tracking Error: 1.5-2.5%

Inception: 2015-05-01

MSCI World High Dividend Yield Index

Intech® Global Income
Adaptive Volatility

Platform: Adaptive Volatility

Expected Risk Reduction: Up to 30%

Inception: Available

MSCI World Index

Intech® Global
Large Cap Core

Platform: Core Equity

Expected Tracking Error: 2-4%

Inception: 2005-01-01

MSCI Kokusai (World ex Japan) Index

Intech® Global Large Cap
Core ex Japan (Kokusai)

Platform: Core Equity

Expected Tracking Error: 1.5-3%

Inception: 2009-05-01

MSCI Kokusai (World ex Japan) Index

Intech® Global Large Cap
Core ex Japan (Kokusai) - ESG

Platform: Core Equity

Expected Tracking Error: 1.5-3%

Inception: 2020-07-01

MSCI World Index

Intech® Global
Large Cap Select

Platform: Core Equity

Expected Tracking Error: 2.5-5%

Inception: 2014-12-01

MSCI World Index

Intech® Global
Low Volatility

Platform: Low Volatility

Expected Risk Reduction: Up to 50%

Inception: 2012-01-01

MSCI World Minimum Volatility (USD) Index

Intech® Global
Minimum Volatility FactorPlus

Platform: Defensive Equity

Expected Tracking Error: 2-4%

Inception: 2017-01-10

MSCI EAFE Index

Intech® International
Adaptive Volatility

Platform: Adaptive Volatility

Expected Risk Reduction: Up to 30%

Inception: Available

MSCI EAFE Index

Intech® International
Large Cap Core

Platform: Core Equity

Expected Tracking Error: 2-4%

Inception: 2006-11-01

MSCI EAFE Index

Intech® International
Low Volatility

Platform: Low Volatility

Expected Risk Reduction: Up to 50%

Inception: Available

Russell 1000 Index

Intech® U.S.
Adaptive Volatility

Platform: Adaptive Volatility

Expected Risk Reduction: Up to 30%

Inception: 2013-06-01

Russell 1000 Index

Intech® U.S.
Broad Equity Plus

Platform: Enhanced Equity

Expected Tracking Error: 1.5-2.5%

Inception: 2001-04-01

Russell 1000 Growth Index

Intech® U.S.
Broad Large Cap Growth

Platform: Core Equity

Expected Tracking Error: 2-4%

Inception: 2000-11-01

Russell 1000 Value Index

Intech® U.S.
Broad Large Cap Value

Platform: Core Equity

Expected Tracking Error: 1.5-2.5%

Inception: 2004-08-01

S&P 500 Index

Intech® U.S.
Enhanced Index

Platform: Enhanced Equity

Expected Tracking Error: 1-1.5%

Inception: Available

S&P 500 Index

Intech® U.S.
Enhanced Plus

Platform: Enhanced Equity

Expected Tracking Error: 1.5-2.5%

Inception: 1987-07-01

S&P 500 Index

Intech® U.S.
Large Cap Core

Platform: Core Equity

Expected Tracking Error: 2-4%

Inception: 2001-08-01

S&P 500 Growth Index

Intech® U.S.
Large Cap Growth

Platform: Core Equity

Expected Tracking Error: 2-4%

Inception: 1993-07-01

Russell 1000 Index

Intech® U.S.
Low Volatility

Platform: Low Volatility

Expected Risk Reduction: Up to 50%

Inception: 2012-08-01

MSCI USA Minimum Volatility (USD) Index

Intech® U.S.
Minimum Volatility FactorPlus

Platform: Defensive Equity

Expected Tracking Error: 2-4%

Inception: 2020-09-01

Intech® Bespoke Solutions

Construct a customized solution to fit your benchmark, return objectives or risk budget.

Contact Intech®

Ask about how you can harness volatility to address your challenges.

1. Assets under management, ranks, and the number of strategies are based on data reported to the eVestment Alliance databases as of September 30, 2021, and included all active equity strategies where the primary investment approach is equal to “quantitative” and are included in the All Low Volatility Equity universe. This group included 44 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. Low volatility strategies tend to underperform the index during periods of strong up markets and may not achieve the desired level of protection in down markets.