Financial Strategies

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As a client of BB&T Capital Markets, you are supported by a team of fixed-income Financial Strategists. Using sophisticated modeling tools, these professionals will work with you to customize investment strategies and balance sheet strategies working toward enhancing your long-term profitability, balance sheet performance, and portfolio performance.

Services Provided
Strategies	Balance sheet management ideas ALM/asset allocation strategies Balance sheet leverage strategies
Projected Fixed-Income Portfolio Performance	Cashflows Market value versus book value Book yields Market yields Average life Effective duration Effective convexity Option adjusted spread (OAS) Callability ratings for callable securities Price and total returns for specified interest rate shifts Portfolio sector return comparisons to specific bond indices BB&T bond grade ratings
Modeling & Reporting	Peer group/ROE comparisons for depositories Modeling of anticipated/actual debt securities transactions Modeling of anticipated/actual whole loan transactions Portfolio accounting and pricing Portfolio matchers service

Sample Reports
List of Sample Reports