Built for Institutions. Now Available to All.

Applying Financial Science for the Real World.

See Intech ETFs

Intech at a Glance

1

Investment Philosophy

37

Years Since 
Founding

$12B

Assets Under Management as of 03/31/2025

100%

Employee Ownership
Participation

Institutional Heritage: Built for the Most Demanding Investors.

Since 1987, Intech has applied financial science to build better equity portfolios—grounded in academic principles, refined through decades of empirical data, and now available through ETFs.

37 Years of Systematic Investing

Managing institutional portfolios with a research-driven systematic process that reflects years of innovation and refinement.

Trusted by Institutions Worldwide

Intech’s strategies are used by pension funds, endowments, and sovereign wealth funds managing billions in assets across five continents.

Now Accessible to All Investors

The unique ETF structure allows us to bring our institutional-caliber strategies to financial advisors and investors.

Discover Our ETFs

Alpha Untapped: Finding Opportunity Others Overlook

Even the world’s most sophisticated investors assume fund returns are just the sum of stock returns. But they’re missing half the picture: portfolio effects—the way stock price volatility can become a source of alpha.

Volatility fuels diversification and opportunities to capture rebalancing alpha.

Strong fundamentals support resiliency and the potential for excess return.

A complete picture of fund returns requires both.

This is Stochastic Portfolio Theory—pioneered by Intech’s founder in 1982.This framework recognizes that volatility isn’t just risk—it’s an opportunity. By harnessing volatility, Intech seeks to optimize index diversification, capture rebalancing trading profits, and deliver diversified alpha.

Volatility Puts First Principles to Work

“Diversification is the only free lunch in finance.” 


Harry Markowitz, Nobel Laureate and Father of Modern Portfolio Theory

“Rebalancing capitalizes on volatility as a source of excess returns."

Dr. E. Robert Fernholz, Pioneer of Stochastic Portfolio Theory and Intech Founder

Stochastic Portfolio Theory, or any academic research, does not guarantee excess returns. Likewise, diversification and rebalancing do not ensure a profit or protect against loss, including in declining markets.

A Team Trusted by Institutions. Now Accessible to You.

For nearly four decades, Intech’s investment team has applied financial science to portfolio construction—serving institutions across five continents. Our leadership combines PhDs, quantitative researchers, and industry veterans who specialize in systematic investing, harnessing volatility to optimize risk and return. Today, Intech ETFs bring this institutional expertise to all investors.
Jose Marques, PhD <br> Chief Executive Officer
Jose Marques, PhD
Chief Executive Officer
Dr. Marques leads Intech’s global strategy and operations, bringing...
Ryan Stever, PhD <br> Chief Investment Officer
Ryan Stever, PhD
Chief Investment Officer
Dr. Stever oversees Intech’s investment strategies, research...
Katherine Hardenbergh<br> Deputy Chief Investment Officer
Katherine Hardenbergh
Deputy Chief Investment Officer
Ms. Hardenbergh leads research and risk management, supporting...
Adrian Banner, PhD <br> Portfolio Manager & Head of Australia
Adrian Banner, PhD
Portfolio Manager & Head of Australia
Dr. Banner has been with Intech since 2002, serving as CEO from...
Jian Tang, PhD <br> Vice President, Portfolio Manager
Jian Tang, PhD
Vice President, Portfolio Manager
Dr. Tang oversees quantitative research and portfolio construction...
Paul Duchnowski, ScD <br> Vice President, Portfolio Manager
Paul Duchnowski, ScD
Vice President, Portfolio Manager
Dr. Duchnowski specializes in portfolio optimization and systemat...
Richard Yasenchak, CFA, CFP <br> SMD, Head of Client Portfolio Management
Richard Yasenchak, CFA, CFP
SMD, Head of Client Portfolio Management
Mr. Yasenchak leads Intech’s client...

Grounded in Science. Proven in Markets. Ready for Your Portfolio.

For decades, institutions have relied on Intech’s research-driven investment approach. Now, that same expertise is available to all investors.

How to Invest
See Our ETFs in Action