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.
Related Trends
74) Over the Past Three Months, How Have the Terms Under Which Consumer Abs (for Example, Backed by Credit Card Receivables or Auto Loans) Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 3. Haircuts. | Answer Type: Tightened Considerably
ALLQ74B3TCNR
32) How Has the Intensity of Efforts by Investment Advisers to Negotiate More-Favorable Price and Nonprice Terms on Behalf of Separately Managed Accounts Changed over the Past Three Months?| Answer Type: Increased Considerably
ALLQ32ICNR
7) How Has the Intensity of Efforts by Hedge Funds to Negotiate More-Favorable Price and Nonprice Terms Changed Over the Past Three Months?| Answer Type: Remained Basically Unchanged
CTQ07RBUNR
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: Increased Considerably
ALLQ38ICNR
70) Over the Past Three Months, How Have the Terms Under Which Cmbs Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Considerably
ALLQ70A4ECNR
46) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Credit Derivatives Referencing Securitized Products (Such as Specific Abs or Mbs Tranches and Associated Indexes) Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Remained Basically Unchanged
ALLQ46ARBUNR
Citation
U.S. Federal Reserve, Investment Terms Changes (ALLQ19A7MINR), retrieved from FRED.