Please Choose Your Country

Welcome. This website is intended solely for the use of institutional investors, consultants and other professionally recognized financial intermediaries in specific countries. Intech Investment Management LLC (“Intech”), is an investment adviser registered with the United States Securities & Exchange Commission. Intech is not permitted to offer products and services in all countries. It is the responsibility of prospective investors to inform themselves of and to observe all applicable laws and regulations of any relevant jurisdictions, including the legal requirements and tax consequences within the countries of their citizenship, residence, domicile and place of business with respect to the acquisition, holding or disposal of shares or securities, and any foreign exchange restrictions that may be relevant thereto. The products and services referred to in this website are not offered to any person or entity in any jurisdiction where the advertisement, offer or sale of such products and services is restricted or prohibited by law or regulation or where we would be subject to any registration or licensing requirement not currently held by Intech or our affiliates. If Intech does not offer a website for your country, please visit www.janushenderson.com.

For U.S. and Canadian Institutional Investors Only

Not your country? Please choose your country here.

Information contained in this area of the Website is published solely for general informative purposes and intended only for United States institutional investors, consultants, registered investment advisers (RIAs), financial advisers (FAs), and other financial intermediaries who are knowledgeable and experienced in the financial services market and investment products. If you are a retail or individual investor then please leave this website. The information is not authorized for use in a jurisdiction where distribution is not authorized and is not intended for distribution to individual 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.

U.S. Institutional Investors: By accessing this site, you confirm that you are an U.S. institutional investor as set forth in one of the categories described above, agree not to forward or make the contents of this site available to any person who is not an U.S. institutional investor, and agree to be subject to intechinvestments.com terms of use.

Canadian Institutional Investors: By accessing this site you confirm that you are a “permitted client” as defined in National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations of the Canadian Securities Administrators, you agree not to forward or make the contents of this site available to any person who is not a “permitted client”, and you agree to be subject to intechinvestments.com terms of use. The information on this Website is for informational purposes only and does not constitute (i) an offer for products or services or (ii) the provision of investment advice of any kind, tailored or otherwise. The information on this Website should also not be construed as an offer to sell or a solicitation of an offer to buy to any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. Intech Investment Management LLC (“Intech”) does not have any funds that offer securities under a simplified prospectus for general offer or sale within Canada. No securities regulatory authority in Canada has reviewed or in any way passed upon this website or the merits of any investment available, and any representation to the contrary is an offense. Intech is registered with the United States Securities & Exchange Commission under the Investment Advisers Act of 1940. Intech is a subsidiary of Janus Henderson Group plc, and is affiliated with its subsidiaries and affiliates.


Decline - I am not an Institutional Investor

ESG Investments

100% Integration and US$10 Billion in ESG-tilt Portfolios1

Integrating environmental, social, and governance (ESG) factors into our investment process without compromising risk or return objectives is a pillar of our holistic sustainability approach. Every Intech strategy incorporates ESG factors for risk management purposes, regardless of whether a strategy has an explicit sustainable mandate.

Why Integrate?

Our clients expect us to understand the trade-off between generating returns, and the sources of risk associated with those returns. Indeed, it’s our obligation. We’ve found that ESG characteristics can introduce material systematic risks to portfolios, so we integrated ESG exposures into our investment process and developed proprietary ESG factors and constraints that help us manage the risks induced by ESG-related issues.

How We Integrate ESG

Access to high-quality data with a long time-series is essential for a quantitative manager. We fulfill this prerequisite for ESG data by combining widely-accepted, third-party ESG ratings that emphasize stock-specific impacts with proprietary statistical analysis that reveals related attributes that are broad, stable, and historically persistent. This technique allows us to test longer-term simulations beyond the availability of third-party ESG data, enabling the process to accommodate ESG considerations by combining proprietary and third-party ratings consistent with other portfolio risk constraints.

ESG Risk Dimensions

Intech evaluates ESG considerations across five risk factors: environmental, social, governance, carbon, and in aggregate.

ESG_Environment_g
Culture
ESG_government_g
Carbon_g
Aggregate_g

These risk factors are part of our multi-dimensional risk estimation model, which includes other factor-specific risks, such as momentum, size, beta, etc. Combined with country, sector, and stock-specific risks, our optimization process establishes portfolio-level risk exposures and adapts them to balance their contributions to return, diversification, and risk.

ESG-Tilt Strategies

Intech can also tilt these ESG exposures at the portfolio level. ESG-tilt strategies seek to boost ESG scores above a benchmark and to lower carbon intensity without sacrificing risk-reward potential. As of 31 March 2022, Intech managed over US$10 billion in ESG-tilt strategies, including bespoke solutions.

ESG-Tilt in Action

Intech offers a global equity strategy with a sustainable focus. Benchmarked to the MSCI World Index, the strategy seeks to boost Environmental, Social, and Governance (ESG) scores, as well as the aggregate ESG score, above the index while maintaining carbon intensity below the index – without sacrificing risk-reward potential.2

Benchmark: MSCI World Index

Expected Tracking Error: 1.5-3.0%

ESG Scores: Above the benchmark

Carbon Intensity: Below the benchmark

Bespoke ESG Solutions

Bespoke ESG solutions allow clients to focus on specific objectives given their circumstances and market expectations. With deep experience in collaborative customization and an extensible technology platform, Intech can help clients model multiple components of our investment process simultaneously, including ESG scores, absolute risk, active risk, factor exposures and more.