For Institutional Investors Only

Information contained on this Website is published solely for general informative purposes and intended only for United States institutional investors, consultants, and 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 or individual investor 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. If you choose to access this Website from locations outside of the United States, you do so at your own initiative and risk, and are responsible for compliance with all applicable laws.

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

Redirect Me to

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 five 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.

#2/Enhanced Equity Quant Manager by AUM1

#2/Enhanced Equity Manager in Australia by AUM1

$17/Billion in Enhanced Equity Assets Under Management1

11/Average Enhanced Equity Account Tenure in Years2

Why Intech® for Enhanced Equity?

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.

Filter Resources