18) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Mutual Funds, Etfs, Pension Plans, and Endowments Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Tightened Considerably
ALLQ18TCNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
10/1/2011 - 1/1/2025
Summary
This economic indicator tracks changes in nonprice terms for securities financing and derivatives transactions across institutional investors. It provides insight into the tightening of contractual and documentation standards in financial markets.
Analysis & Context
This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.
Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.
About This Dataset
The trend measures how financial institutions are adjusting their risk management and transaction terms across various investment vehicles. Economists interpret this as a potential signal of increased market caution or changing risk perceptions.
Methodology
Data is collected through surveys of financial institutions and market participants, tracking their evolving approach to transaction documentation and risk mitigation.
Historical Context
This metric is used by policymakers and analysts to understand shifts in financial market risk management and institutional investment strategies.
Key Facts
- Tracks changes in nonprice terms across various financial instruments
- Indicates potential shifts in risk management strategies
- Covers mutual funds, ETFs, pension plans, and endowments
FAQs
Q: What are nonprice terms in financial transactions?
A: Nonprice terms include contractual provisions like haircuts, maximum maturity, covenants, cure periods, and cross-default provisions that manage risk beyond pricing.
Q: Why do changes in nonprice terms matter?
A: These changes reflect institutional investors' risk perceptions and can signal broader market sentiment about financial stability and risk management.
Q: How often is this data updated?
A: The data is typically collected and reported on a quarterly basis, providing a periodic snapshot of market conditions.
Q: What types of institutions are included in this analysis?
A: The trend covers mutual funds, ETFs, pension plans, and endowments across various securities financing and OTC derivatives transactions.
Q: What does 'tightened considerably' indicate?
A: It suggests that institutions are implementing more stringent contractual terms and risk management protocols in their financial transactions.
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Related Trends
37) To the Extent That the Price or Nonprice Terms Applied to Nonfinancial Corporations Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 35 and 36), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 4. Lower Internal Treasury Charges for Funding. | Answer Type: 3rd Most Important
ALLQ37B43MINR
42) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC FX Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Increased Somewhat
OTCDQ42AISNR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| C. Trading REITs. | Answer Type: Decreased Somewhat
CTQ39CDSNR
56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 3. Haircuts. | Answer Type: Eased Somewhat
ALLQ56B3ESNR
38) How Has the Intensity of Efforts by Nonfinancial Corporations to Negotiate More Favorable Price and Nonprice Terms Changed Over the Past Three Months?| Answer Type: Remained Basically Unchanged
CTQ38RBUNR
31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 3rd Most Important
CTQ31A53MINR
Citation
U.S. Federal Reserve, 18) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Mutual Funds, Etfs, Pension Plans, and Endowments Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Tightened Considerably [ALLQ18TCNR], retrieved from FRED.
Last Checked: 8/1/2025