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.
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?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Considerably
ALLQ74A4ECNR
54) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of High-Grade Corporate Bonds by Your Institution's Clients Changed?| Answer Type: Increased Considerably
ALLQ54ICNR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| E. Insurance Companies. | Answer Type: Decreased Somewhat
CTQ39EDSNR
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 | 1. Maximum Amount of Funding. | Answer Type: Tightened Somewhat
SFQ62B1TSNR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| A. Dealers and Other Financial Intermediaries. | Answer Type: Remained Basically Unchanged
ALLQ39ARBUNR
35) Over the Past Three Months, How Have the Price Terms (for Example, Financing Rates) Offered to Nonfinancial Corporations as Reflected Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Nonprice Terms?| Answer Type: Tightened Somewhat
ALLQ35TSNR
Citation
U.S. Federal Reserve, Institutional Investor Terms (ALLQ22ICNR), retrieved from FRED.