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 | 2. Reduced Willingness of Your Institution to Take on Risk. | Answer Type: First in Importance
ALLQ31A2MINR • 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
Examines reasons for tightening terms in separately managed investment accounts. Highlights institutional risk management strategies.
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
Tracks primary motivations behind changes in investment account management terms. Reflects institutional risk perception.
Methodology
Surveyed from financial institutions reporting account term changes.
Historical Context
Used to understand investment account risk management approaches.
Key Facts
- Indicates institutional risk tolerance
- Reflects market risk perceptions
- Measures account management strategies
FAQs
Q: What are separately managed accounts?
A: Investment accounts professionally managed with customized strategies for individual clients or institutions.
Q: Why do institutions tighten account terms?
A: Reduced risk appetite, market volatility, and economic uncertainty can prompt stricter account management.
Q: How frequently do account terms change?
A: Terms can be adjusted quarterly based on market conditions and institutional risk assessments.
Q: What factors influence account term changes?
A: Market volatility, client performance, and overall economic conditions impact account management strategies.
Q: Are account term changes uniform?
A: Changes vary by institution and depend on specific client relationships and risk profiles.
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Related Trends
37) To the Extent That the Price or Nonprice Terms Applied to Nonfinancial Corporations Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 35 and 36), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 4. Higher Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important
CTQ37A42MINR
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: First In Importance
CTQ31B7MINR
52) Over the Past Three Months, How Have the Terms Under Which High-Grade Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Tightened Considerably
ALLQ52A2TCNR
72) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of Cmbs by Your Institution's Clients Changed?| Answer Type: Increased Considerably
ALLQ72ICNR
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 | 1. Maximum Amount of Funding. | Answer Type: Eased Somewhat
SFQ56B1ESNR
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?| C. Pension Plans. | Answer Type: Decreased Considerably
ALLQ21CDCNR
Citation
U.S. Federal Reserve, Investment Account Terms (ALLQ31A2MINR), retrieved from FRED.