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?| B. Possible Reasons for Easing | 3. Adoption of Less-Stringent Market Conventions (That is, Collateral Terms and Agreements, Isda Protocols). | Answer Type: 2nd Most Important
ALLQ31B32MINR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
1.00
Year-over-Year Change
N/A%
Date Range
1/1/2012 - 1/1/2025
Summary
Tracks reasons for easing terms in separately managed investment accounts. Provides insights into evolving market conventions and financial agreements.
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 the importance of less-stringent market conventions in investment account terms. Indicates shifts in financial industry practices.
Methodology
Survey of investment advisers reporting changes in account management terms.
Historical Context
Used to understand financial market adaptability and risk management.
Key Facts
- Reflects changes in investment account management
- Indicates evolving financial market practices
- Important for understanding risk management trends
FAQs
Q: What are ISDA protocols?
A: International financial agreements standardizing derivatives trading and risk management practices.
Q: Why do market conventions change?
A: To improve efficiency, reduce risk, and adapt to changing economic conditions.
Q: How frequently are these terms updated?
A: Typically reviewed quarterly by financial institutions.
Q: Who monitors these changes?
A: Regulators, investors, and financial analysts track market convention shifts.
Q: What influences market conventions?
A: Economic trends, technological advances, and global financial regulations impact changes.
Related Trends
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 | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: 2nd Most Important
CTQ25A12MINR
66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Eased Considerably
ALLQ66A1ECNR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| C. Trading Reits. | Answer Type: Remained Basically Unchanged
ALLQ39CRBUNR
79) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| F. Cmbs. | Answer Type: Increased Considerably
ALLQ79FICNR
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?| B. Interest Rate. | Answer Type: Decreased Somewhat
OTCDQ51BDSNR
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?| D. Mutual Funds, ETFs, Pension Plans, and Endowments. | Answer Type: Decreased Considerably
CTQ40DDCNR
Citation
U.S. Federal Reserve, Investment Account Terms (ALLQ31B32MINR), retrieved from FRED.