Maturity Ladder

Maturity Ladder

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Maturity Ladder

Maturity Ladder definition:  Maturity laddering is an investment strategy of smoothing out long term investment returns from fixed income securities.  A set dollar amount is invested in bonds or certificates of deposit with multiple maturities.  As bonds become due, the proceeds are used to continue purchasing further out on the ladder of maturities.  Interest rate risk is reduced by constantly maturing instruments being invested in rising rate environments.  Investors that do not want to lock up their money for long periods of time also benefit from the constant flow of cash from maturing instruments.

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