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We construct Intech®absolute return strategies to deliver positive returns over time, with low correlation to traditional and alternative asset classes and drawdown protection. Building on our adaptive volatility equity platform, we add futures and cash to provide multi-asset-like outcomes. Our clients use these strategies to address a wide range of needs:
Offer your DC participants low-cost alternatives exposure with daily liquidity
Tap high capacity, transparent alternatives for custom glide-paths designs
Access a liquid, equity-based alpha source while
Diversify overall portfolio to reduce drawdowns and enhance return
Avoid timing-dependent absolute return processes
We employone processacross five investment platforms, including our absolute return platform. Platformsdiffer by risk-return objective relative or absolute. Platform strategies differ by benchmark and/or risk budget.
$44/Billion U.S. Dollars of Assets Under Management1
We can offer you daily liquidity and reporting because our strategy uses liquid securities: equities, futures and cash. Our absolute return strategies do not impose any gate provisions no withdrawal limitations or redemption period restrictions.
Our absolute return platform is a product line extension and avoids costly investments in talent, esoteric securities and complex processes. We pass on these savings to our clients.
You want to know what your managers are doing and how theyre doing it. We agree with you. We can offer you full transparency to holdings and transactions. And our innovative Trading Profit Attribution offers you proprietary tools to monitor performance results.
Construct a customized solution to fit your benchmark, return objectives or risk budget.
Ask about how you can harness volatility to address your challenges.
1. Assets under management and ranks are based on data reported to the eVestment Alliance databases as of December 31, 2018, and included all institutional active equity strategies where the primary investment approach is equal to quantitative and enhanced equity. This group included 39 managers. Information is current as of the date shown and may change at any time.
2. Tenure is based on Intech enhanced equity accounts for the period ended December 31, 2018.
3. Lower relative ex-post tracking error is based on eVestment Alliances calculation of the population standard deviation of excess return as of December 31, 2018. The calculation included all active equity strategies where the primary investment approach is equal to quantitative and enhanced equity. This group included 39 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. Risk controls, as referenced, do not promise any level of performance or guarantee against loss of principal.