19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: First in Importance
ALLQ19A7MINR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
1/1/2012 - 1/1/2025
Summary
Examines primary reasons for tightening terms in mutual funds, ETFs, pension plans, and endowments. Highlights institutional competitive dynamics 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
Tracks key factors influencing changes in investment product pricing and terms. Provides insight into competitive pressures in financial services.
Methodology
Surveyed from financial institutions reporting competitive landscape changes.
Historical Context
Used to understand institutional investment market conditions.
Key Facts
- Focuses on less-aggressive institutional competition
- Tracks changes in investment product terms
- Reflects market competitive landscape
FAQs
Q: What does ALLQ19A7MINR indicate?
A: Measures the primary reason for tightening terms in investment products due to reduced competition.
Q: Why track institutional competition?
A: Provides insights into market dynamics and pricing strategies in financial services.
Q: How is this data collected?
A: Through quarterly surveys of financial institutions about market conditions.
Q: What products are included?
A: Covers mutual funds, ETFs, pension plans, and endowments.
Q: What does 'First in Importance' mean?
A: Indicates the most significant factor driving changes in investment product terms.
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Related Trends
52) Over the Past Three Months, How Have the Terms Under Which High-Grade 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: Remained Basically Unchanged
SFQ52B3RBUNR
70) Over the Past Three Months, How Have the Terms Under Which CMBS Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Tightened Somewhat
SFQ70A2TSNR
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: Decreased Considerably
ALLQ42ADCNR
44) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Equity Derivatives Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Remained Basically Unchanged
ALLQ44BRBUNR
60) Over the Past Three Months, How Have the Terms Under Which Equities Are Funded (Including Through Stock Loan) Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Eased Considerably
SFQ60A3ECNR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Increased Somewhat
ALLQ39FISNR
Citation
U.S. Federal Reserve, Investment Terms Changes (ALLQ19A7MINR), retrieved from FRED.