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Expected Risk Reduction: up to 35%

Inception: 11/01/2000


Enhanced Equity Strategies

Overview and Applications

We construct Intech® enhanced equity strategies to improve the probability of excess return over an index. They attempt to improve upon index returns and minimize tracking error. Our clients use them to address a number of needs:

  • Replace or supplement index or smart beta strategies
  • Complement traditional managers in DC plans or in multi-manager mandates
  • Narrow the range of excess return outcomes
  • Apply risk controls to a typically large portfolio allocation
  • Control surplus volatility

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

#7/Enhanced Equity Quant Manager by AUM1

#1/Enhanced Equity Manager in Australia by AUM1

$11/Billion in Enhanced Equity Assets Under Management1

10+/Average Enhanced Equity Account Tenure in Years2

Tap a Reliable Alpha Source

Equity price volatility is ubiquitous and has been our source of excess return and a key to risk control for over 30 years. Our clients can reduce their dependence on traditional alpha sources like “undiscovered” value, earnings “surprises” or transitory factor premiums.

Add a True Complement

We don’t forecast factors or company performance; instead, we use volatility and correlations to improve diversification and capture a rebalancing premium. This fundamental difference can produce excess returns uncorrelated with those of conventional managers.

Improve Risk Budgeting

The typical active manager increases active bets as the range of stock returns increase (i.e., dispersion). We do the opposite, potentially offering a more stable ex-post tracking error compared to traditional managers. Stable active risk means a more stable risk budget.

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