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 | 4. Lower Internal Treasury Charges for Funding. | Answer Type: First in Importance
ALLQ31B4MINR • 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 easing terms in separately managed investment accounts. Provides insights into financial service pricing dynamics.
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
Tracks key factors influencing changes in investment account pricing and terms. Reflects internal funding cost considerations.
Methodology
Survey-based data collection from investment management institutions.
Historical Context
Used to understand shifts in investment account pricing strategies.
Key Facts
- Focuses on internal treasury funding charges
- Indicates investment account pricing trends
- Reflects financial service market conditions
FAQs
Q: What are separately managed accounts?
A: Personalized investment portfolios managed by professional advisers. Tailored to individual investor needs.
Q: Why track internal treasury charges?
A: Provides insight into financial institutions' cost structures and pricing strategies.
Q: How do lower treasury charges impact investors?
A: Can potentially lead to more competitive investment account terms and pricing.
Q: What does 'first in importance' mean?
A: Indicates the most significant factor driving changes in account terms.
Q: How frequently are these terms reviewed?
A: Typically assessed quarterly to capture market and internal cost changes.
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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
52) Over the Past Three Months, How Have the Terms Under Which High-Grade Corporate Bonds Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 3. Haircuts. | Answer Type: Remained Basically Unchanged
ALLQ52B3RBUNR
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: Increased Somewhat
ALLQ40DISNR
78) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| F. CMBS. | Answer Type: Increased Somewhat
SFQ78FISNR
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: Increased Somewhat
OTCDQ51BISNR
60) Over the Past Three Months, How Have the Terms Under Which Equities Are Funded (Including Through Stock Loan) Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Eased Considerably
ALLQ60A3ECNR
Citation
U.S. Federal Reserve, Investment Account Terms (ALLQ31B4MINR), retrieved from FRED.