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.

Similar financial 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 safetynet level. When that point is reached, the money manager is obligated to pursue an immunization strategy to lock in the safety-net level return.

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Short-term financial plan

A financial plan that covers the coming fiscal year.


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