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.
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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 | 2. Maximum Maturity. | Answer Type: Tightened Somewhat
SFQ74A2TSNR
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?| B. Etfs. | Answer Type: Decreased Considerably
ALLQ21BDCNR
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 | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Somewhat
ALLQ56B4TSNR
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?| F. Commodity. | Answer Type: Increased Considerably
ALLQ51FICNR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| E. Insurance Companies. | Answer Type: Increased Considerably
CTQ39EICNR
62) Over the Past Three Months, How Have the Terms Under Which Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Tightened Considerably
SFQ62A3TCNR
Citation
U.S. Federal Reserve, Investment Account Funding Charges (ALLQ31A43MINR), retrieved from FRED.