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: Remained Basically Unchanged

ALLQ22RBUNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

21.00

Year-over-Year Change

5.00%

Date Range

10/1/2011 - 1/1/2025

Summary

This economic indicator tracks institutional changes in financial service terms for major investment entities like mutual funds and pension plans. The metric provides insight into potential shifts in financial service relationships and institutional adaptability.

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

The trend represents a nuanced assessment of how financial institutions modify their service provisions to most-favored investment entities. Economists use this data to understand potential strategic adjustments in financial service offerings and institutional relationship dynamics.

Methodology

Data is likely collected through survey responses from financial institutions tracking their service term modifications over a quarterly period.

Historical Context

This trend helps policymakers and market analysts understand potential shifts in institutional financial service strategies and investment ecosystem dynamics.

Key Facts

  • Tracks quarterly changes in financial service terms
  • Focuses on most-favored investment entities
  • Provides insight into institutional financial strategies

FAQs

Q: What does this economic indicator measure?

A: It measures changes in financial service terms for major investment entities like mutual funds, ETFs, pension plans, and endowments over a three-month period.

Q: Why is this trend important?

A: The trend helps understand potential strategic shifts in financial service offerings and institutional relationship dynamics in the investment ecosystem.

Q: How often is this data updated?

A: The data appears to be updated quarterly, providing a snapshot of institutional financial service adaptations.

Q: Who uses this economic indicator?

A: Policymakers, financial analysts, investment strategists, and economic researchers use this data to understand market trends.

Q: What does 'Remained Basically Unchanged' indicate?

A: This suggests that financial service terms for most-favored investment entities have not significantly changed during the reported period.

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Citation

U.S. Federal Reserve, 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: Remained Basically Unchanged [ALLQ22RBUNR], retrieved from FRED.

Last Checked: 8/1/2025