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Expected Risk Reduction: up to 35%

Inception: 11/01/2000


Low Volatility Equity Strategies

Overview and Applications

Intech® low volatility equity strategies attempt to help you control funded status volatility by offering upside equity market participation with downside protection. We construct these strategies irrespective of 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:

  • Allow for higher equity exposure without increasing risk throughout a target-date glide path
  • Reduce 100% downside capture of cap-weighted passive strategies
  • De-risk a well-funded plan without reducing equity exposure
  • Increase equity exposure without increasing equity risk budget
  • Avoid index arbitrage and limitations inherent in minimum volatility indexes

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

#7/Low Volatility Quant Manager by AUM1

12/Low Volatility Strategies -- Most Variety1

$10/Billion in Low Volatility Assets Under Management1

7+/Years of Low Volatility Outcomes

Focus on Actual Outcomes

Our approach to low volatility investing begins with your end in mind. You want market-like returns with lower downside risk, not necessarily low volatility stocks. That’s what we construct. A low volatility portfolio is not the same as a portfolio of low volatility stocks.

Overcome Overcrowding

Avoid the oversubscription to conventional or naïve low volatility strategies. We don’t depend on anomalies, factors or forecasts; instead, we actually use stock price volatility to generate low volatility outcomes. This fundamental difference can produce high active share with other implementations.

Adjust to Market Volatility

Risk regimes aren’t static; your low volatility strategy shouldn’t be either. Unlike rigid implementations or those that tweak processes based on forecasts and judgment, our approach leverages our 30 years of volatility analysis to systematically adjust beta through risk regimes.

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