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Intermediate Fixed Income

Inception Date
06.01.2011

Investment Strategy

  • Seeks to generate excess return versus the Bloomberg Barclays U.S. Government/Credit Bond Index by implementing a top-down, relative value process with top money managers
  • Analysts create a portfolio that is optimally-positioned to take advantage of short term market dislocations and long term relative values
  • Portfolio strives to generate consistent risk-adjusted returns while providing liquidity and capital preservation

Process

Macroeconomic Analysis

  • Domestic and global economic conditions
  • Monetary policy
  • Fiscal policy

Market Outlook

  • Inflation expectations
  • Interest rates
  • Yield curve shape
  • Volatility

Portfolio Structure

  • Duration positioning
  • Yield curve segmentation
  • Sector allocation

Manager Selection

  • Initial screening requirements
  • Manager search and selection process
  • Ongoing monitoring

Management

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Advisory Solutions Team

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Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of BB&T Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of BB&T Corporation, Branch Banking and Trust Company or any affiliate, are not guaranteed by Branch Banking and Trust Company or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.