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Regions Institutional Investment Management (RIIM)

Through our affiliation with Regions Bank, we currently manage assets for Public Funds, Corporations (including healthcare, insurance and educational providers), Taft-Hartley Plans and Endowments & Foundations.

Regions Institutional Investment Management ("RIIM") is the GIPS® verified division of Regions Investment Management. RIIM offers institutions, with a minimum investment of $3 million, separate account management in any of our fully discretionary strategies.

As of 12/31/12 RIIM managed over $5.3 billion in fully discretionary institutional assets. For information about how we can help your organization meet your investment objectives, please contact us at 1-866-917-8730.

RIIM Large Cap Core
The objective of the strategy is long-term growth of capital. Portfolios in the strategy are constructed using domestic large cap stocks which are divided between growth and value. The criteria for stocks selected in the portfolio include attractive valuation, earnings growth, stability of earnings, dividends and cash flow. The S&P 500 is the performance benchmark for this strategy.

RIIM Large Cap Growth
The objective of the strategy is long-term growth of capital. Portfolios in this strategy employ a growth style by investing principally in the common stock of high quality large capitalization companies which have historically demonstrated top line growth and sales per share of 3X GDP. The Russell 1000 Growth Index is the performance benchmark for this strategy.

RIIM Mid Cap Growth
The objective of the strategy is long-term growth of capital. Portfolios in this strategy employ a growth style by investing principally in the common stocks of high quality mid capitalization companies which have historically demonstrated top line growth and sales per share of 3X GDP. The Russell Mid Cap Growth Index is the performance benchmark for this strategy.

RIIM Large Cap Value
The objective of the strategy is long-term capital growth by investing primarily in common stocks of mid to large capitalization companies that are believed to be temporarily under-valued by the market. The Russell 1000 Value Index is the performance benchmark for this strategy.

RIIM A- Rated Core Bond
The objective of the strategy is current income consistent with preservation of principal. Portfolios in this strategy primarily invest in high quality fixed income securities including U.S. Treasury, agency and mortgage-backed securities among other securities and corporate bonds rated A or better without restriction on maturity. The Barclays Capital A+ Aggregate Index is the performance benchmark for this strategy.

RIIM Aggregate Bond
The objective of the strategy is current income consistent with preservation of principal. Portfolios in this strategy primarily invest in high quality fixed income securities including U.S. Treasury, agency and mortgage-backed securities among other securities and investment grade corporate bonds without restriction on maturity. The Barclays Capital Aggregate Index is the performance benchmark for this strategy.

RIIM Long Duration Strategy
The objective of the strategy is a long duration strategy that generates current income consistent with preservation of principal. Portfolios in this strategy primarily invest in high quality fixed income securities including U.S. Treasury, agency, investment grade corporate and mortgage-backed bonds with effective maturities that are typically ten years and longer. The Barclays Capital Long Government Credit Index is the performance benchmark for this strategy.

RIIM Enhanced Cash
The objective of the strategy is preservation of capital with a secondary objective of maximizing income. Portfolios in this strategy primarily invest in high quality fixed income securities including U.S. Treasury, agency and mortgage-backed securities among other securities and investment grade corporate bonds with maximum effective maturities of 3 years. The blended performance benchmark for this strategy is 50 percent the Bank of America Merrill Lynch 1-3 Year Government Credit Index and 50 percent the 91 day T-Bill index.

RIIM Low Duration
The objective of the strategy is current income consistent with the preservation of principal. Portfolios in this strategy primarily invest in high quality, fixed-income securities including but not limited to U.S. Treasury securities, agency securities, mortgage-backed securities, and investment grade corporate securities. Portfolios may also invest in repurchase agreements and Registered Investment Companies (RICs). Portfolios have an effective maturity of three years or less. The Barclays Capital 1-3 year Government Credit Index is the performance benchmark for this strategy.

RIIM Treasury Only
The objective of the strategy is current income consistent with preservation of principal. Portfolios in this strategy invest in U.S. Treasury securities with no restriction on maturities. The Barclays Capital Treasury Index is the performance benchmark for this strategy.

RIIM Government Only Enhanced Cash
The objective of the strategy is current income consistent with preservation of principal. Portfolios in this Composite primarily invest in high quality fixed income securities including U.S. Treasury, agency and mortgage-backed securities. Portfolios may also invest in repurchase agreements and Registered Investment Companies (RICs). Portfolios have an effective maturity of three years or less. The benchmark is a blend of 50 percent the Bank of America Merrill Lynch 1-3 Government Credit Index and 50 percent the 91 Day T-Bill Index.

RIIM Government Only Low Duration
The objective of the strategy is current income consistent with preservation of principal. Portfolios in this strategy primarily invest in high quality fixed income securities including U.S. Treasury, agency and mortgage-backed securities. Portfolios may also invest in repurchase agreements and Registered Investment Companies (RICs). Portfolios have an effective maturity of three years or less and the maximum effective maturity of any individual security is five years. The Barclays Capital 1-3 year Government Index is the performance benchmark for this strategy.

Call Regions Bank at 1-800-REGIONS, or tell us more about your wealth management needs and an experienced professional will contact you.

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As of 2/1/2012, Morgan Asset Management (MAM) and Morgan Institutional Asset Management (MIAM) were renamed to Regions Investment Management (RIM) and Regions Institutional Investment Management (RIIM), respectively. This change is reflected in name only and does not affect the ability to service clients. RIIM is a division of RIM. Investments are not FDIC-insured, not deposits of Regions Bank or its affiliates, not guaranteed by Regions Bank or its affiliates, not insured by any government agency, and may go down in value. Investment advisory services are offered through RIM, a Registered Investment Adviser. RIM is wholly owned by RFC Financial Holding, LLC, which in turn, is a wholly owned subsidiary of Regions Financial Corporation. RIM is an affiliate of Regions Bank.

For GIPS® compliance purposes, Regions Institutional Investment Management (the "Firm") is defined as follows: A division within an independent investment management firm, Regions Investment Management, Inc. that holds itself out to the public as such, is an investment adviser registered under the Investment Advisers Act of 1940, and is a subsidiary of Regions Financial Corporation. The division manages a variety of equity, fixed-income and balanced assets, primarily for U.S. institutional investors.

 

Regions Institutional Investment Management claims compliance with the Global Investment Performance Standards (GIPS®).

 

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