ABOUT THIS PORTFOLIO

An all-equity portfolio that targets returns similar to the S&P 500® Index with lower absolute volatility over a market cycle. Our active approach focuses on adding value by selecting stocks with unique volatility characteristics and low correlations to one another.

WHY INVEST IN THIS PORTFOLIO

U.S. Equity Portfolio Targeting Low Volatility

Engineered with the intent of providing a smoother path to long-term capital appreciation in U.S. large-cap equities. This portfolio targets returns similar to the S&P 500® Index with lower absolute volatility over a market cycle.

30+ Years of Volatility Research

Intech® has pioneered a disciplined, repeatable and unemotional mathematical investment approach and provides style-consistent portfolios. Intech is one of the largest quantitative equity managers in the United States.

Diversification

Since Intech’s mathematical investment process is different than fundamental or quantitative equity strategies, returns may be less correlated, which may provide additional equity diversification in an overall portfolio.