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 News

Related Trends

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 5. Increased Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 2nd Most Important

CTQ19B52MINR

32) How Has the Intensity of Efforts by Investment Advisers to Negotiate More-Favorable Price and Nonprice Terms on Behalf of Separately Managed Accounts Changed over the Past Three Months?| Answer Type: Remained Basically Unchanged

ALLQ32RBUNR

39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Increased Considerably

CTQ39FICNR

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: Eased Somewhat

SFQ70B1ESNR

62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Eased Somewhat

ALLQ62A2ESNR

59) Over the Past Three Months, How Have Liquidity and Functioning in the High-Yield Corporate Bond Market Changed?| Answer Type: Deteriorated Considerably

SFQ59TNNR

Citation

U.S. Federal Reserve, Market Conventions Survey (ALLQ31A3MINR), retrieved from FRED.
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 | US Economic Trends