Institutional Investment Management
Through Regions Bank, Regions Investment Management, Inc. (RIM) currently manages assets for Public Funds, Corporations (including healthcare, insurance and educational providers), Taft-Hartley Plans and Endowments & Foundations.
Regions Institutional Investment Management (RIIM) is a 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.
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 for 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 S&P 500 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 undervalued by the market. The S&P 500 Value Index is the performance benchmark for this strategy.
RIIM Equity Income
The objective of the Composite is long-term growth of capital. Portfolios in the composite are constructed by investing in domestic mid- to large-capitalization stocks with a focus on quality factors that collectively will provide a dividend yield above the S&P 500.
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 Bloomberg Barclays Capital Aggregate Index is the performance benchmark for this strategy.
RIIM Core Plus Bond
The objective of the Core Plus Bond Composite 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 among other securities and investment-grade corporate bonds coupled with tactical, opportunistic allocations (5-20%) to higher yielding, below-investment grade securities without restriction on maturity.
RIIM Intermediate Aggregate Bond
The objective of the Composite is current income consistent with the preservation of principal. Portfolios in this Composite 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 effective maturities of 10 years or less.
RIIM Long Duration Strategy
The objective of the long duration strategy is generation of 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 10 years and longer. The Bloomberg 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 three years. The blended performance benchmark for this strategy is 50 percent Bank of America Merrill Lynch 1-3 Year Government Credit Index and 50 percent 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 Bloomberg Barclays Capital 1-3 year Government Credit 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 Bank of America Merrill Lynch 1-3 Government Credit Index and 50 percent 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 Bloomberg Barclays Capital 1-3 year Government Index is the performance benchmark for this strategy.