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| BB&T Institutional Services provides our clients with our Investment Scorecard so that you'll have a fair and objective view of our performance and our results.
The Investment Scorecard is a portfolio performance report, not an accounting statement. We provide performance results calculated by the investment professionals at Investment Scorecard, Inc., following guidelines of the CFA Institute Performance Presentation Standards.
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| Investment Scorecard |
| Accurate Reporting |
- Categorizes holdings by asset class and subclass
- Provides the performance of each portfolio component and grouping
- Includes starting and ending market values, contributions and withdrawals during the period
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| Rates of Return |
- Results by month, by quarter, and for year-to-date or trailing 12 months
- Includes starting and ending asset values
- Includes time-weighted cash flows
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| Asset Classes and Sub-Classes |
Study the performance of each class of your investments independently. |
| Performance and Benchmarks |
Compare your portfolio's results to a similar group of investments pursuing the same market strategy |
| Diversification and Risk |
Review the relative performance of each asset class and sub-class in your portfolio |
| Long-Term Perspective |
- Avoid misinterpreting a minor fluctuation as a trend and trading on a temporary downturn
- Maintain your long-term growth potential
- Track your performance over time
- Compare monthly returns to a benchmark portfolio
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| Contact us by Phone |
| Call BB&T Institutional Services at 1-800-866-2288 |
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| Send us an Email |
| Feel free to contact us by email |
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Copyright © 2009, Branch Banking and Trust Company. All Rights Reserved.
BB&T Complete Client Protection
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Securities, Insurance and Advisory Services are:
NOT A DEPOSIT • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK
NOT INSURED BY ANY STATE OR FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE
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