Intech
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,469,008,991
This total excludes 26 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
1
of 41 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Intech provides quantitative investment management to institutional clients through separate accounts, pooled vehicles, and as a sub-adviser to registered investment companies and ETFs. The brochure describes a client mix that includes pension and profit-sharing plans, Taft-Hartley plans, sovereign wealth funds, and other institutional investors, and notes that Intech also manages private funds and serves other investment advisers.
The firm’s investment process is mathematical and systematic, grounded in Stochastic Portfolio Theory and implemented through a three-step cycle of estimating alpha sources, optimizing target weights, and periodic rebalancing. Intech integrates volatility-based and fundamental signals into its strategies and discloses the use of derivatives, futures/forwards, and short-sale/leverage techniques (including a 130/30 strategy) in certain equity mandates and implementations for clients.
Distinctive features disclosed in the brochure include a strategic collaboration with the Texas Permanent School Fund—which acquired a minority, non-controlling ownership stake and co-develops products with Intech—and explicit portfolio management roles for investment companies and ETFs as a sub-adviser. The firm also documents arrangements that are less common among peers: it provides services to other advisers, discloses the use of derivatives in its strategies, and maintains referral/compensation relationships with consultants and unaffiliated referrers while retaining employee ownership following a management-led buyout.
Client services
Portfolio management
Expertise
Active portfolio management
Factor investing / smart beta
Occupation focus
Founder/Business Owner
Fee options
Flat fees are offered as part of fee arrangements, specific amounts not disclosed.
Performance-based fees are individually negotiated; specific rates not disclosed.
Main office location
Intech
250 S. Australian Ave, Suite 1700
West Palm Beach FL 33401, United States
Number of offices
1
Most active in
Intech has reported serving >5 clients in these states in the last 12 months.
Florida · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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