Matching Strategy

A strategy of creating investment portfolios that meet the individual needs of investors through tiered investment durations.

Matching strategies are mainly implemented with fixed-income products. Advisors will identify the needs of investors and structure their portfolios accordingly. For example, retirees living off the income from their portfolios may require stable and continuous payments. A matching strategy would involve the strategic purchase of the securities to pay out dividends or interest at regular intervals.


Investment dictionary. . 2012.

Look at other dictionaries:

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  • duration matching strategy — An immunization technique that matches asset duration with the duration of the liabilities ( liability). Bloomberg Financial Dictionary …   Financial and business terms

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  • Liability Matching — An increasingly popular investment strategy that attempts to time future assets sales and income streams to match against expected future expenses. The strategy has become widely embraced among pension fund managers, who attempt to minimize a… …   Investment dictionary

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