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 | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: First in Importance
ALLQ31A5MINR • 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
Examines primary reasons for tightening price or nonprice terms in separately managed accounts. Highlights institutional balance sheet and capital availability constraints.
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
This metric explores factors influencing investment account terms, particularly focusing on institutional capital limitations. It provides insight into financial service constraints.
Methodology
Collected through survey responses from financial institutions about account term changes.
Historical Context
Used to understand institutional lending and investment account management dynamics.
Key Facts
- Tracks reasons for tightening investment account terms
- Focuses on institutional capital constraints
- Reflects financial service market conditions
FAQs
Q: What does this series measure?
A: It identifies primary reasons for tightening terms in separately managed investment accounts.
Q: Why is balance sheet availability important?
A: It directly impacts an institution's ability to manage and offer investment accounts.
Q: How frequently are these terms reviewed?
A: Terms are typically assessed quarterly based on institutional capabilities.
Q: What does 'first in importance' indicate?
A: It suggests the most significant factor driving changes in investment account terms.
Q: How do these changes affect investors?
A: Changes can impact account accessibility, pricing, and overall investment management conditions.
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Related Trends
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 | 4. Lower Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important
ALLQ37B42MINR
69) Over the Past Three Months, How Have Liquidity and Functioning in the Non-Agency RMBS Market Changed?| Answer Type: Improved Considerably
SFQ69PNNR
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?| D. Credit Referencing Corporates. | Answer Type: Increased Considerably
OTCDQ50DICNR
43) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Interest Rate Derivatives Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Increased Somewhat
OTCDQ43BISNR
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: Increased Somewhat
ALLQ32ISNR
62) Over the Past Three Months, How Have the Terms Under Which Agency RMBS Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 2. Maximum Maturity. | Answer Type: Eased Somewhat
SFQ62B2ESNR
Citation
U.S. Federal Reserve, Investment Account Term Changes (ALLQ31A5MINR), retrieved from FRED.