34) How Has the Provision of Differential Terms by Your Institution to Separately Managed Accounts Established with Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Investment Advisers Changed over the Past Three Months?| Answer Type: Decreased Considerably

ALLQ34DCNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

0.00

Year-over-Year Change

N/A%

Date Range

10/1/2011 - 1/1/2025

Summary

Examines changes in differential terms provided to separately managed accounts by financial institutions. Offers insights into institutional relationship management strategies.

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 institutional approaches to providing varied terms for investment advisers. Reflects adaptive strategies in financial service provisioning.

Methodology

Quarterly survey of financial institutions' account management practices.

Historical Context

Used by regulators to understand institutional pricing and relationship dynamics.

Key Facts

  • Quarterly measurement of institutional term changes
  • Indicates financial sector adaptability
  • Reflects competitive relationship management

FAQs

Q: What does this economic indicator track?

A: Changes in differential terms provided to separately managed accounts by financial institutions.

Q: Why are these term changes significant?

A: Reveals institutional strategies for managing client relationships and competitive positioning.

Q: How frequently is this data collected?

A: Gathered and reported on a quarterly basis through institutional surveys.

Q: Who analyzes this economic data?

A: Financial regulators, market researchers, and institutional investment professionals.

Q: What are the data's potential limitations?

A: Represents survey-based insights and may not capture entire market complexity.

Related Trends

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?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Considerably

ALLQ74B4ECNR

70) Over the Past Three Months, How Have the Terms Under Which Cmbs Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 1. Maximum Amount of Funding. | Answer Type: Tightened Considerably

ALLQ70B1TCNR

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 | 1. Maximum Amount of Funding. | Answer Type: Eased Considerably

ALLQ62B1ECNR

6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 7. More-Aggressive Competition from Other Institutions. | Answer Type: 2nd Most Important

CTQ06B72MINR

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?| C. Equity. | Answer Type: Increased Somewhat

ALLQ51CISNR

21) Considering the Entire Range of Transactions Facilitated by Your Institution, How Has the Use of Financial Leverage by Each of the Following Types of Clients Changed Over the Past Three Months?| C. Pension Plans. | Answer Type: Increased Considerably

CTQ21CICNR

Citation

U.S. Federal Reserve, Institutional Account Terms (ALLQ34DCNR), retrieved from FRED.