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 | 4. Higher Internal Treasury Charges for Funding. | Answer Type: 3rd Most Important
ALLQ31A43MINR • 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 internal treasury funding charges affecting investment account management. Provides insight into financial institution lending and risk assessment 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
Measures changes in treasury funding charges for separately managed accounts. Reflects institutional financial decision-making processes.
Methodology
Collected through survey responses from financial institutions and investment advisers.
Historical Context
Used by financial regulators to understand lending and risk management trends.
Key Facts
- Reflects internal funding cost changes
- Part of broader financial institution survey
- Indicates risk assessment trends
FAQs
Q: What do treasury funding charges indicate?
A: They reflect the cost of internal capital allocation and institutional risk assessment strategies.
Q: How often are these charges surveyed?
A: Typically collected quarterly as part of financial institution reporting.
Q: Why are these charges important?
A: They provide insight into financial institutions' lending and risk management approaches.
Q: Do these charges impact investment returns?
A: Yes, higher internal charges can potentially increase costs for managed accounts.
Q: Are these charges standardized across institutions?
A: Charges vary by institution based on individual risk assessment and market conditions.
Related Trends
40) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| E. Insurance Companies. | Answer Type: Decreased Considerably
CTQ40EDCNR
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 | 3. Haircuts. | Answer Type: Eased Somewhat
ALLQ56B3ESNR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| G. Nonfinancial Corporations. | Answer Type: Remained Basically Unchanged
ALLQ39GRBUNR
75) Over the Past Three Months, How Has Demand for Funding of Consumer ABS by Your Institution's Clients Changed?| Answer Type: Decreased Considerably
SFQ75DCNR
10) How Has the Provision of Differential Terms by Your Institution to Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Hedge Funds Changed Over the Past Three Months?| Answer Type: Increased Considerably
CTQ10ICNR
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: Eased Somewhat
CTQ11ESNR
Citation
U.S. Federal Reserve, Investment Account Funding Charges (ALLQ31A43MINR), retrieved from FRED.