- portfolio immunization
- Finmeasures taken by traders to protect their share portfolios (slang)
The ultimate business dictionary. 2015.
portfolio immunization
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Immunization (finance) — In finance, interest rate immunization is a strategy that ensures that a change in interest rates will not affect the value of a portfolio. Similarly, immunization can be used to insure that the value of a pension fund s or a firm s assets will… … Wikipedia
Immunization strategy — A bond portfolio strategy whose goal is to eliminate the portfolio s risk against a general change in the rate of interest through the use of duration. The New York Times Financial Glossary … Financial and business terms
immunization strategy — A bond portfolio strategy whose goal is to eliminate the portfolio s risk, in case of a general change in the rate of interest, through the use of duration. Bloomberg Financial Dictionary … Financial and business terms
Dedicated Portfolio Theory — Dedicated Portfolio Theory, in finance, deals with the characteristics and features of a portfolio built to generate a predictable stream of future cash inflows. This is achieved by purchasing bonds and/or other fixed income securities (such as… … Wikipedia
price immunization — Portfolio protection strategy that focuses on the market value of assets and liabilities ( liability). Bloomberg Financial Dictionary … Financial and business terms
Contingent Immunization — A method of fixed income portfolio management, whereby managers are granted significant powers of control over the selection of products to be added and removed from the portfolio, as long as the products remain profitable. Should these products… … Investment dictionary
Dedicated Portfolio — A passive form of portfolio management that involves the matching of future cash inflows with future liabilities. The process of dedicating a portfolio may be used as an alternative to multiperiod immunization, which reduces the level of interest … Investment dictionary
Contingent immunization — An arrangement in which the money manager pursues an active bond portfolio strategy until an adverse investment experience drives the then available potential return down to the safety net level. When that point is reached, the money manager is… … Financial and business terms
contingent immunization — An arrangement in which the money manager pursues an active bond portfolio strategy until an adverse investment experience drives the then available potential return down to the safety net level. When that point is reached, the money manager is… … Financial and business terms
Multiperiod immunization — A portfolio strategy in which a portfolio is created that will be capable of satisfying more than one predetermined future liability regardless if interest rates change. The New York Times Financial Glossary … Financial and business terms
multiperiod immunization — A portfolio strategy in which a portfolio is created that will be capable of satisfying more than one predetermined future liability regardless of interest rate changes. Bloomberg Financial Dictionary … Financial and business terms
