Financial

duration matching strategy

Duration matching strategy

An immunization technique that matches asset duration with the duration of the liabilities.
Copyright © 2012, Campbell R. Harvey. All Rights Reserved.

Duration Matching Strategy

An immunization strategy in which one matches the duration of assets in a portfolio to the duration of the liabilities. Duration is the number of years until the investor receive the present value of all income from a bond (including interest and principal), and is used to gauge a bond's sensitivity to interest rate changes. A duration matching strategy is intended to reduce the portfolio's sensitivity to interest rates in order to reduce the risk of loss to the holder.
Farlex Financial Dictionary. © 2012 Farlex, Inc. All Rights Reserved

duration matching strategy

A method of assembling a bond portfolio so that the duration of the portfolio equals the duration of the investor's liability stream. Compare cash matching strategy.
Wall Street Words: An A to Z Guide to Investment Terms for Today's Investor by David L. Scott. Copyright © 2003 by Houghton Mifflin Company. Published by Houghton Mifflin Company. All rights reserved. All rights reserved.
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