22) How Has the Provision of Differential Terms by Your Institution to Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Mutual Funds, Etfs, Pension Plans, and Endowments Changed over the Past Three Months?| Answer Type: Decreased Considerably
ALLQ22DCNR • 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
Measures changes in differential terms provided to top-tier mutual funds, ETFs, and institutional investors. Captures shifts in relationship-based financial services.
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
This trend tracks institutional modifications in providing specialized financial terms. It reflects evolving relationship dynamics in investment management.
Methodology
Collected through quarterly institutional survey responses about service term changes.
Historical Context
Used by financial analysts to understand institutional relationship management strategies.
Key Facts
- Quarterly survey-based metric
- Tracks changes in financial service terms
- Indicates institutional relationship dynamics
FAQs
Q: What does 'decreased considerably' mean?
A: It indicates a significant reduction in specialized financial terms for top-tier clients.
Q: How often is this data collected?
A: The data is typically gathered and reported on a quarterly basis.
Q: Why track differential terms?
A: It provides insights into institutional relationship management and service strategies.
Q: Who finds this data valuable?
A: Financial analysts, investors, and economic researchers use this information.
Q: What factors influence these term changes?
A: Market conditions, institutional strategies, and client relationship dynamics impact these terms.
Related Trends
34) How Has the Provision of Differential Terms by Your Institution to Separately Managed Accounts Established with Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Investment Advisers Changed Over the Past Three Months?| Answer Type: Remained Basically Unchanged
CTQ34RBUNR
68) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of Non-Agency RMBS by Your Institution's Clients Changed?| Answer Type: Remained Basically Unchanged
SFQ68RBUNR
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 Somewhat
CTQ32ISNR
12) 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 Trading Reits Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Remained Basically Unchanged
ALLQ12RBUNR
50) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| B. Interest Rate. | Answer Type: Increased Somewhat
OTCDQ50BISNR
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 | 2. Increased Willingness of Your Institution to Take on Risk. | Answer Type: 2nd Most Important
ALLQ37B22MINR
Citation
U.S. Federal Reserve, Differential Terms Changes (ALLQ22DCNR), retrieved from FRED.