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 Somewhat

ALLQ34DSNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

0.00

Year-over-Year Change

-100.00%

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 investment relationship 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 institutional changes in terms offered to most-favored investment advisers. Reflects evolving financial service strategies.

Methodology

Survey-based data collection from financial institutions about account terms.

Historical Context

Used by analysts to understand institutional investment relationship management.

Key Facts

  • Captures quarterly changes in account terms
  • Reflects institutional relationship management
  • Provides insights into financial service dynamics

FAQs

Q: What does this economic indicator measure?

A: Tracks changes in differential terms provided to separately managed accounts over three months.

Q: Why are these terms important?

A: They reflect institutional strategies and investment relationship management approaches.

Q: How is this data collected?

A: Through surveys of financial institutions about their account term provisions.

Q: What can investors learn from this?

A: Provides insights into institutional investment relationship dynamics and service strategies.

Q: How frequently is this data updated?

A: Quarterly updates to reflect recent changes in institutional account management.

Related News

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?| A. Terms for Average Clients | 4. Collateral Spreads Over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Somewhat

SFQ74A4TSNR

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?| D. Credit Referencing Corporates. | Answer Type: Remained Basically Unchanged

OTCDQ51DRBUNR

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 | 3. Haircuts. | Answer Type: Eased Somewhat

ALLQ70B3ESNR

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?| E. Insurance Companies. | Answer Type: Increased Considerably

ALLQ40EICNR

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?| B. Etfs. | Answer Type: Increased Considerably

ALLQ21BICNR

66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs 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: Remained Basically Unchanged

ALLQ66B4RBUNR

Citation

U.S. Federal Reserve, Institutional Account Terms (ALLQ34DSNR), retrieved from FRED.