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: First in Importance
ALLQ31A4MINR • 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 for investment advisory accounts. Provides insight into financial institution lending 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 pricing and terms for separately managed investment accounts. Reflects financial institutions' internal funding strategies.
Methodology
Collected through survey responses from financial institutions and investment advisers.
Historical Context
Used to assess lending conditions and financial market risk assessment practices.
Key Facts
- Reflects internal treasury funding dynamics
- Part of broader financial market assessment
- Indicates institutional lending conditions
FAQs
Q: What do internal treasury charges indicate?
A: They reflect the cost of funding for financial institutions. Higher charges suggest tighter lending conditions.
Q: How often are these terms updated?
A: Typically surveyed quarterly to track evolving financial market conditions.
Q: Why are these charges important?
A: They provide insight into financial institutions' risk assessment and lending strategies.
Q: Do these charges affect investment returns?
A: Yes, higher internal charges can impact the pricing of managed investment accounts.
Q: What limitations exist in this data?
A: Survey-based data may have reporting biases and represent a snapshot of current conditions.
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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?| C. Trading Reits. | Answer Type: Decreased Considerably
ALLQ40CDCNR
18) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Mutual Funds, ETFs, Pension Plans, and Endowments Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Eased Somewhat
CTQ18ESNR
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?| A. FX. | Answer Type: Increased Considerably
OTCDQ51AICNR
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?| B. Possible Reasons for Easing | 1. Improvement in Current or Expected Financial Strength of Counterparties. | Answer Type: 2nd Most Important
ALLQ37B12MINR
54) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of High-Grade Corporate Bonds by Your Institution's Clients Changed?| Answer Type: Decreased Somewhat
ALLQ54DSNR
6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: 2nd Most Important
ALLQ06B62MINR
Citation
U.S. Federal Reserve, Investment Account Pricing Terms (ALLQ31A4MINR), retrieved from FRED.