Periodically Rebalancing a Portfolio So That the Duration Continues to Match

question 1

Multiple Choice

Periodically rebalancing a portfolio so that the duration continues to match the target date is called:

• A)risk assessment.
• B)duration testing.
• C)dedication matching.
• D)portfolio matching.
• E)dynamic immunization.

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Definitions:

Changing Tastes

Variations or shifts in consumer preferences and desires over time, which can affect market demand.

The Four Cs

A marketing model that focuses on consumer wants and needs: Customer Solution, Cost to the Customer, Convenience, and Communication.

Situation Assessment

A comprehensive analysis of the internal and external factors impacting an organization or project.

Conversions

The process of transforming potential leads or prospects into customers, typically measured as a ratio or percentage.