- 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. Academic. 2012.
Look at other dictionaries:
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