Sales, Trading & Research

Truist Securities

When generating alpha matters most, you need a partner who can deliver unique insights. Guide your organization’s purpose through exceptional focus, knowledge, research, and efficiency. Our Equity, Credit and Fixed Income research products, when combined with our market making capabilities, are focused on creating growth opportunities for our clients.

Our full service platform offers you reliable, long-term trading resources that you can trust to help achieve your objectives.

Investors and issuers rely on our in-depth small and mid-cap fundamental and data-driven research and market knowledge as well as efficient secondary liquidity for equity investors and capital issuers. We’re continually pursuing better opportunities for you—backed by innovative insights and seamless execution to secure consistently outstanding idea flow and trading solutions.

Capabilities & Core Services

Sales & Sales Traders with regional coverage focus; Atlanta, New York, Boston, San Francisco, Dallas and Chicago
High Touch Coverage Traders
Dedicated Event Driven Sales & Trading Team
Convertible Securities Sales & Trading
Electronic Trading
Event and Conference Team

Equity Research has the breadth and depth you need to understand changing markets—with demonstrated growth across more than 650+ companies in core industries and sub-sectors. Rely on our collaborative team of over 35 experienced industry professionals for the robust buy-side, sell-side and/or corporate knowledge you need to give you the advantage.

Visit our Research Library

By providing institutional credit research and overnight liquidity, the Commercial Paper (CP), Investment Grade (IG) and High Yield (HY) desks are engaged in strategic dialogue with institutional investors. Credit Research and Trading align with the verticals of the Investment Bank across IG and HY.

The primary role of the market making effort is to provide actionable intelligence to the Syndicate desks around investor preferences. Institutional investors include: Asset managers, pension plans, endowments, hedge funds, and insurance companies.

The Credit Research team's seven senior analysts cover approximately 250 Investment Grade and 160 High Yield credits across the verticals of Truist Securities. Serving as a market maker and research destination is critical to left leading fixed income bonds into the capital markets.

Capabilities & Core Services

Commercial Paper
Investment Grade
High Yield
Asset Backed Securities (ABS)
Public Finance – Tax-Exempt and Taxable Municipals
Mortgage Backed Securities (MBS)
Collateralized Mortgage Obligation (CMO)/Real Estate Mortgage Investment Conduit (REMIC)
Small Business Administration (SBA) Loans
Defeasance
Government Agency (GSE) Debt

Fixed Income Research steadily navigates you through the ever-evolving fixed income market landscape. We have the touch, the technology, and the expertise to lead you to better outcomes.

Take advantage of our insights in Strategies & Analytics, Asset Liability Management, and Portfolio Accounting. Providing around-the-clock access to the information you need—when and how you want—our convenient, secure Fixed Income Online systemopens in a new tab makes all of our research and reports available to you, 24-7.

Upcoming conferences and summits

Building stronger relationships to provide better solutions across every industry.

We invite select public and private company management teams to our conferences and summits, where we examine industry trends and opportunities for growth in each sector. In an effort to make lasting impact, we bring together investors across the capital spectrum to showcase their broad array of industry expertise.

Conferences with open registration are linked to the event website. Please note that these events are by invitation only. Contact your Truist Securities representative for more details.

Feb 23 - 24

2021 Truist Securities Consumer Symposium

March 9 - 10

2021 Truist Securities Technology, Internet & Services Conference

March 11-12 & 15

Virtual Atlanta and Texas Bank Summit
(Contact your salesperson for more details)

March 25

4th Annual Truist Securities Utilities, Midstream & Alternative Energy Summit

May 4 - 5

7^th Annual Truist Securities Life Sciences Summit

May 25 - 26

2021 Financial Services Summit Hosted by Truist Securities