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.
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?| A. Possible Reasons for Tightening | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: 3rd Most Important
CTQ19A73MINR
35) Over the Past Three Months, How Have the Price Terms (for Example, Financing Rates) Offered to Nonfinancial Corporations as Reflected Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Nonprice Terms?| Answer Type: Tightened Considerably
CTQ35TCNR
25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 4. Higher Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important
ALLQ25A42MINR
46) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Credit Derivatives Referencing Securitized Products (Such as Specific ABS or MBS Tranches and Associated Indexes) Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Decreased Somewhat
OTCDQ46ADSNR
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: Remained Basically Unchanged
ALLQ62A2RBUNR
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 | 2. Reduced Willingness of Your Institution to Take on Risk. | Answer Type: 2nd Most Important
CTQ31A22MINR
Citation
U.S. Federal Reserve, Investment Account Term Changes (ALLQ31A5MINR), retrieved from FRED.