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Decline - I am not an Institutional Investor

Intech's CEO and CIO, Adrian Banner, PhD, and President, International Division, David Schofield, presented an IPE-moderated webinar discussing beta dislocations in March 2020.

Equity investors found few places to hide in this year’s drawdown. Even low volatility strategies underperformed in their first real test since the global financial crisis. Intech identified an anomalous shift in stock betas as the culprit, but why did so many low volatility strategies have trouble circumventing this dislocation? The answer to this question is an opportunity for plan sponsors to learn the important distinctions between defensive equity implementations.

In the webcast, Dr. Banner and Mr. Schofield demonstrated how simple differences in implementation can lead to a wide range of outcomes. They explored:

  • How the dislocation in stock betas affected market structure
  • Why some low volatility approaches prove more resilient
  • Which key factors to consider when evaluating defensive equity strategies

Watch the Webinar

Further Reading

Papers:
March Mayhem: Was Your Portfolio Betrayed by Beta?
Making Sense of Defensive Equity Indexes

Blogs:
When Equity Beta Correlations Collapse
3 Ways to Improve on Defensive Equity Indexes

Intech

Intech

We’re an independently-operated, specialized equity manager that applies advanced mathematics and systematic portfolio rebalancing to harness a reliable source of excess returns and a key to risk control — stock price volatility. Founded in 1987 in Princeton by pioneering mathematician Dr. E. Robert Fernholz, we serve some of the world’s leading institutional investors, delivering global equity and absolute return solutions.

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