Regions Investment Management, Inc.

Investment Strategies

Regions Investment Management manages Equity, Fixed Income and Balanced portfolios for our clients. RIM manages both standard and customized portfolios for clients. RIM’s standard strategies include:

Large Cap Value Long Duration Bond
Large Cap Growth Low Duration
Core Equity Government/Credit
Equity Income Government Only Low Duration
High Dividend Yield Intermediate
  Intermediate Corporate Only
  A-Rated Core
  A-Rated Intermediate
  Municipal Bond
  Treasury Only
  Enhanced Cash
  Government Only Enhanced Cash
  Socially Responsible
  Core Bond
  Corporate Only

We work with our clients to understand and clearly define investment goals. As your manager, we will partner with you to tailor a strategy designed to meet your unique objectives.

Regions Institutional Investment Management (RIIM) – Through Regions Bank, we are proud to serve Public Funds, Corporations, Taft-Hartley Plans and Endowments & Foundations. RIIM is a 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.

Equity Strategies

Regions Investment Management, Inc. ("RIM") is first and foremost concerned about the fundamental quality of the investments we make. We believe that over time we can produce risk adjusted returns by employing our proprietary quality metrics and focused fundamental research. The RIM equity strategies are constructed using a fundamentally focused approach that combines quantitative and qualitative research.

Our philosophy believes that:

  • Quality companies generate consistent shareholder value over time and that value will be realized by the market.
  • Quality companies can be bought at discounts at various points over the business cycle.
  • By combining disciplined measures of quality with measures of value, we have generated superior risk-adjusted returns over a full market cycle.

RIM has a process focused on identifying companies with predictable earnings supported by a well-structured balance sheet.

  • The investment process is disciplined and is applied consistently.
  • The research process relies on traditional data screening and in depth analysis as well as unique insight.

RIM's dedicated equity analysts focus on specific sectors of the market tailoring research to the key drivers of each industry. Each security selected for inclusion in our equity strategies must pass fundamental and valuation criteria. We design portfolio constructions to emphasize stock selection as we believe in our ability to find undervalued securities.

Fixed Income Strategies

Regions Investment Management, Inc. ("RIM") believes fixed income strategies should provide a stable source of income. Based on this philosophy, we construct diversified portfolios using issues categorized as "high quality." RIM invests primarily in securities that are rated in the top four rating categories by at least one NRSRO for all strategies. Bonds with these ratings are commonly referred to as “high quality.” We actively manage strategies to produce the highest total return consistent with prudent investment management. We also believe our long-term, value oriented approach to investing allows us to capitalize on temporary market inefficiencies.

Rigorous, fundamental analysis drives the portfolio construction process. The fixed income process relies on the equal emphasis of four tools to construct and manage portfolios: duration positioning, sector selection, yield curve positioning and security analysis. These four disciplines ensure that all areas of the bond market are continuously evaluated to manage risk and capitalize on opportunities.

We employ a top-down macro-economic overview to continually assess business cycle trends within the framework of monetary and fiscal policies as well as broader global economic and political influences.

RIM Fixed Income Outlook is a periodic publication produced by the RIM Fixed Income Team.

*Investment Advisory Services are offered through Regions Investment Management, Inc. (“RIM”), an investment adviser registered with the U.S. Securities and Exchange Commission pursuant to the Investment Advisers Act of 1940. RIM is a wholly owned subsidiary of Regions Bank, which in turn, is a wholly owned subsidiary of Regions Financial Corporation.

For GIPS® compliance purposes, Regions Institutional Investment Management (the "Firm") is defined as follows: A division within an 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 Regions Bank, which in turn 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.

The Firm maintains all compliant composite presentations and a complete list and description of its composites, which is available upon request by contacting your investment professional.

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