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dedicated portfolio

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Financial Dictionary

Dedicated Portfolio

A passive form of portfolio management that involves the matching of future cash flows with future liabilities.

Investopedia Commentary

The process of dedicating a portfolio may be used as an alternative to multiperiod immunization. Since the portfolio is usually comprised of investment-grade instruments, there is usually no need to rebalance the portfolio. Additionally, the payments are almost always guaranteed.

Related Links

Portfolio Protection In Diversification And Discipline
A Guide To Portfolio Construction
Achieving Optimal Asset Allocation
Having A Plan: The Basis Of Success
Being Lazy with a Couch-Potato Portfolio

See also: Active Management, Immunization, Investment Grade, Passive Management, Portfolio, Portfolio Management

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