Matching Strategy

外汇网2021-06-19 20:53:38 156

A strategy of creating investment portfolios that meet the inpidual 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 pidends or interest at regular intervals.

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