Matching Strategy

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Dictionary Says

Definition of 'Matching Strategy'

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

Investopedia explains 'Matching Strategy'

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.

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'Matching Strategy'

  • How Grocery Price Matching Can Save You Money - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/1011/How-Grocery-Price-Matching-Can-Save-You-Money.aspx
    ... If you can make sense of the policies and find a store that makes price matching
    relatively painless, this shopping strategy can save you time and hundreds of ...

  • Your Personality Is Your Investment Strategy - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/0609/Your-Personality-Is-Your-Investment-Strategy.aspx
    ... to a happy investor is less about running calculations and more about matching the
    right ... to financial issues and use it to formulate your investment strategy. ...

  • Is Your Investment Strategy Going Extinct?

    http://www.investopedia.com/articles/basics/11/your-investment-strategy-going-extinct.asp
    ... After reading some of the seminal works of investment strategy, Benjamin Graham's ...
    allocate their portfolio according to their age by matching their portfolio ...

  • Matching Investing Risk Tolerance To Personality

    http://www.investopedia.com/articles/professionaleducation/09/risk-tolerance-personality-typing.asp
    Matching Investing Risk Tolerance To Personality. ... Risk Tolerance.) Methodical Methodical
    investors follow a disciplined, mechanical investing strategy. ...

  • An Introduction To Pairs Trading With ETFs

    http://www.investopedia.com/articles/exchangetradedfunds/08/ETF-pairs-trade.asp
    ... markets. A pairs trade is the strategy of matching a long position in one
    stock with a short position in another. Investors using ...

  • Top 6 Uses For Bonds Slideshow | Investopedia

    http://www.investopedia.com/slide-show/top-bond-uses/expense-matching-immunization.aspx
    ... Expense Matching/Immunization. Individuals commonly use bonds to match a future
    expected cash need. Institutions also use this strategy on a more complex basis ...

  • Top 4 Strategies For Managing A Bond Portfolio

    http://www.investopedia.com/articles/bonds/08/bond-portfolio-strategies.asp
    ... and each strategy comes with its own tradeoffs. The four principal strategies used
    to manage bond portfolios are: Passive, or "buy and hold"; Index matching, or ...

  • 6 Ways To Maximize The Value Of Your 401(k)

    http://www.investopedia.com/articles/retirement/05/6WaysMax401.asp
    ... If nothing about your financial goals has changed, rebalancing to maintain
    your desired asset allocation is a sound investment strategy. ...

  • Prescriptions For Profit

    http://stocks.investopedia.com/stock-analysis/2010/Prescriptions-For-Profit-CVS-WAG-RAD0210.aspx
    ... The Bottom Line Matching Wal-Mart's low-cost prescription sales strategy appears
    to paid off for CVS and will probably stem the negative sales tide for the ...

  • Capturing Profits With Position-Delta Neutral Trading

    http://www.investopedia.com/articles/optioninvestor/03/041503.asp
    ... Below is the profit/loss function for this strategy. ... the distant-month options and
    buy a higher strike of the nearer month options that have a matching gamma. ...

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