9.1 Passive Investment Strategies

In this section

• Buy and Hold Strategy: Mastering Bonds and Fixed Income Securities
  Explore the Buy and Hold Strategy for bonds, including its advantages, risks, and practical applications in fixed income investing. Learn how to implement this strategy with government and corporate bonds for steady income and capital preservation.
• Indexing and Replication in Fixed Income Investment Strategies
  Explore the intricacies of indexing and replication in fixed income investments, focusing on methods like full replication, sampling, and optimization techniques to align with benchmark indices.
• 9.1.3 Immunization Techniques
  • Single-Period Immunization: Protecting Your Bond Portfolio from Interest Rate Risk
    Explore the intricacies of Single-Period Immunization, a key strategy in fixed income investment that safeguards bond portfolios against interest rate fluctuations. Learn how to match portfolio duration to investment horizons for effective risk management.
  • Multiple-Period Immunization in Fixed Income Securities
    Explore the intricacies of multiple-period immunization, a strategy for managing bond portfolios to meet multiple future liabilities with different time horizons. Learn about the principles, challenges, and practical applications in the context of fixed income investments.