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?| A. Possible Reasons for Tightening | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: 3rd Most Important
ALLQ31A13MINR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
1/1/2012 - 1/1/2025
Summary
This economic indicator tracks the reasons behind tightening price or nonprice terms for separately managed accounts with investment advisers. It provides insight into financial market conditions and potential counterparty risk perceptions.
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 measures the third most important reason for tightening terms in investment advisory accounts, specifically focusing on deterioration in current or expected financial strength of counterparties. Economists use this data to assess financial market stress and potential systemic risks.
Methodology
Data is collected through survey responses from financial institutions and investment professionals, tracking changes in account management terms over a three-month period.
Historical Context
This indicator helps policymakers and financial regulators understand emerging trends in investment risk management and potential economic pressures.
Key Facts
- Tracks third most important reason for tightening investment account terms
- Focuses on counterparty financial strength assessment
- Provides quarterly insights into financial market conditions
FAQs
Q: What does this economic indicator measure?
A: It measures the reasons behind tightening terms in separately managed investment accounts, specifically focusing on counterparty financial strength.
Q: Why is this indicator important?
A: It helps economists and policymakers understand potential risks and stress in financial markets by tracking changes in investment account terms.
Q: How often is this data updated?
A: The data is typically collected and updated on a quarterly basis, providing a snapshot of recent financial market conditions.
Q: What can this indicator tell us about economic health?
A: It can signal potential financial stress, changes in risk perception, and overall market confidence in investment environments.
Q: Are there limitations to this indicator?
A: The data is based on survey responses and represents perceptions, which may not always perfectly reflect actual market conditions.
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Related Trends
36) 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 Nonfinancial Corporations Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Eased Somewhat
CTQ36ESNR
70) Over the Past Three Months, How Have the Terms Under Which CMBS Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Eased Somewhat
SFQ70A2ESNR
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?| A. Possible Reasons for Tightening | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 3rd Most Important
CTQ31A53MINR
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 | 4. Lower Internal Treasury Charges for Funding. | Answer Type: First in Importance
ALLQ31B4MINR
51) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| G. Trs Referencing Non-Securities (Such as Bank Loans, Including, for Example, Commercial and Industrial Loans and Mortgage Whole Loans). | Answer Type: Decreased Considerably
ALLQ51GDCNR
60) Over the Past Three Months, How Have the Terms Under Which Equities Are Funded (Including Through Stock Loan) Changed?| A. Terms for Average Clients | 4. Collateral Spreads Over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Considerably
SFQ60A4TCNR
Citation
U.S. Federal Reserve, 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?| A. Possible Reasons for Tightening | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: 3rd Most Important [ALLQ31A13MINR], retrieved from FRED.
Last Checked: 8/1/2025