There are lot terms which can be used by their alternate names & make us unnecessarily think during exam time…Like
Interval Rebalacing…AKA…?
Horizon Matching…AKA…?
Blend investing…AKA…?
Interval Rebalancing - Calender Balancing?
Horizon Matching - Cash Flow Matching!
Blend Investing - Value-Growth mixed investing?
^ AGREE, #3 is CORE (mix of value and growth)
Multifunctional duration - AKA - Functional duration - AKA - Key rate duration
Interval rebalancing - percentage of portfolio strategy or % range
Blend Investing -Market oriented (Value-Growth mixed investing)
Semiactive - AKA - Enhanced indexing - AKA - risk controlled
then there are also some combination of two strategies…like
Combination matching-AKA-Horizon matching - combination of active & passive…Portfolio is cash flow matched in intial years than multiple liabilities immunization based
Calender+percentage of portfolio rebalancing
Half replicated+Half optimized…