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 | 3. Adoption of More-Stringent Market Conventions (That is, Collateral Terms and Agreements, Isda Protocols). | Answer Type: First in Importance

ALLQ31A3MINR • 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

Tracks market conventions affecting investment adviser account terms. Provides insight into evolving financial industry standards and risk management practices.

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

Measures changes in collateral terms and agreements for separately managed accounts. Reflects institutional adaptation to market conditions.

Methodology

Surveyed responses from financial institutions about market convention changes.

Historical Context

Used by regulators and financial analysts to understand risk management trends.

Key Facts

  • Tracks institutional changes in financial agreements
  • Reflects evolving risk management practices
  • Important for understanding market adaptations

FAQs

Q: What do market conventions mean in finance?

A: Standard practices and agreements that govern financial transactions. Help standardize industry interactions.

Q: Why are collateral terms important?

A: They define risk and protection in financial agreements. Critical for managing institutional investments.

Q: How often do market conventions change?

A: Continuously evolve based on economic conditions and regulatory environments.

Q: Who uses this type of financial data?

A: Regulators, investment managers, and financial analysts track these trends.

Q: What impacts market convention changes?

A: Economic conditions, regulatory shifts, and institutional risk assessments drive changes.

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: Remained Basically Unchanged

ALLQ74A4RBUNR

50) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| E. Credit Referencing Securitized Products Including Mbs and Abs. | Answer Type: Decreased Considerably

ALLQ50EDCNR

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?| E. Credit Referencing Securitized Products Including MBS and ABS. | Answer Type: Remained Basically Unchanged

OTCDQ51ERBUNR

70) Over the Past Three Months, How Have the Terms Under Which CMBS 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 Considerably

SFQ70B1TCNR

11) Over the Past Three Months, How Have the Price Terms (for Example, Financing Rates) Offered to Trading Reits as Reflected Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Nonprice Terms?| Answer Type: Tightened Considerably

ALLQ11TCNR

56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Tightened Considerably

ALLQ56A1TCNR

Citation

U.S. Federal Reserve, Market Conventions Survey (ALLQ31A3MINR), retrieved from FRED.