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 | 5. Increased Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 3rd Most Important
ALLQ31B53MINR • 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
This economic indicator tracks the reasons behind changes in pricing and terms for separately managed accounts from the perspective of financial institutions. It provides insight into institutional capital availability and lending conditions.
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
The trend measures the third most important reason for easing terms in investment advisory account management, specifically focusing on increased balance sheet or capital availability. Economists use this data to understand financial institution flexibility and potential market liquidity.
Methodology
Data is collected through survey responses from financial institutions, tracking their perceptions of capital and account management terms.
Historical Context
This metric helps policymakers and analysts assess financial sector health, lending capacity, and potential economic expansion signals.
Key Facts
- Measures institutional perspectives on account management terms
- Focuses on third most important reason for easing financial terms
- Provides insight into financial sector capital flexibility
FAQs
Q: What does this economic indicator measure?
A: It tracks the reasons behind changes in pricing and terms for separately managed investment accounts, specifically focusing on increased capital availability.
Q: Why is this trend important?
A: The indicator helps economists and policymakers understand financial institution lending conditions and potential market liquidity.
Q: How is the data collected?
A: Data is gathered through survey responses from financial institutions about their account management terms and capital availability.
Q: What can this trend tell us about the economy?
A: It can signal potential economic expansion, financial sector health, and changes in institutional investment strategies.
Q: How often is this data updated?
A: The data is typically collected quarterly, providing a periodic snapshot of financial institution perspectives.
Related Trends
24) 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 Insurance Companies Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Eased Considerably
ALLQ24ECNR
42) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Fx Derivatives Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Increased Considerably
ALLQ42BICNR
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?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Increased Considerably
ALLQ40FICNR
74) Over the Past Three Months, How Have the Terms Under Which Consumer Abs (for Example, Backed by Credit Card Receivables or Auto Loans) Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Somewhat
ALLQ74A4ESNR
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: Remained Basically Unchanged
OTCDQ51BRBUNR
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?| A. Possible Reasons for Tightening | 3. Adoption of More-Stringent Market Conventions (That is, Collateral Terms and Agreements, Isda Protocols). | Answer Type: First in Importance
ALLQ37A3MINR
Citation
U.S. Federal Reserve, 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 | 5. Increased Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 3rd Most Important [ALLQ31B53MINR], retrieved from FRED.
Last Checked: 8/1/2025