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: Increased Considerably
ALLQ22ICNR • 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 institutional investors like mutual funds and pension plans. Indicates evolving institutional investment landscape.
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 economic indicator tracks how financial institutions modify lending and service terms for major institutional investors. Reflects competitive financial services environment.
Methodology
Survey-based data collection from financial institutions tracking relationship-based terms.
Historical Context
Used to understand institutional investment market dynamics and service competitiveness.
Key Facts
- Shows increased differential terms for institutional investors
- Reflects competitive financial services landscape
- Important for understanding investment market dynamics
FAQs
Q: What institutional investors are covered?
A: Includes mutual funds, ETFs, pension plans, and endowments. Tracks their specialized financial terms.
Q: Why do financial terms vary by institution?
A: Based on relationship breadth, duration, and overall investment scale. Reflects institutional value.
Q: How frequently do these terms change?
A: Quarterly surveys capture evolving financial service strategies.
Q: What does 'increased considerably' indicate?
A: Suggests more favorable and expansive terms for major institutional investors.
Q: Who benefits from these changes?
A: Institutional investors receive more competitive and tailored financial services.
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Related Trends
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SFQ62A2TSNR
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58) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of High-Yield Corporate Bonds by Your Institution's Clients Changed?| Answer Type: Increased Somewhat
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21) Considering the Entire Range of Transactions Facilitated by Your Institution, How Has the Use of Financial Leverage by Each of the Following Types of Clients Changed Over the Past Three Months?| B. ETFs. | Answer Type: Increased Somewhat
CTQ21BISNR
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?| B. Possible Reasons for Easing | 7. More-Aggressive Competition from Other Institutions. | Answer Type: 2nd Most Important
ALLQ31B72MINR
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ALLQ31A3MINR
Citation
U.S. Federal Reserve, Institutional Investor Terms (ALLQ22ICNR), retrieved from FRED.