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.

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CTQ31A3MINR

66) Over the Past Three Months, How Have the Terms Under Which Non-Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Tightened Considerably

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44) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Equity Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Increased Somewhat

OTCDQ44AISNR

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?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Tightened Somewhat

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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 Considerably

SFQ56B3ECNR

62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Considerably

ALLQ62B4ECNR

Citation

U.S. Federal Reserve, Differential Terms Changes (ALLQ22DCNR), retrieved from FRED.
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 | US Economic Trends