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: Increased Considerably
ALLQ34ICNR • 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
Tracks institutional changes in differential terms for separately managed accounts with investment advisers. Provides insights into financial service 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
This trend measures institutional adaptations in account management terms. It reflects strategic shifts in financial service provisioning.
Methodology
Surveyed financial institutions report quarterly changes in account management practices.
Historical Context
Used by regulators and financial strategists to understand institutional investment trends.
Key Facts
- Quarterly tracking of institutional account management
- Reflects strategic changes in financial services
- Provides insight into investment adviser relationships
FAQs
Q: What does this economic indicator measure?
A: It tracks changes in account terms for separately managed investment accounts. Provides quarterly insights into institutional financial practices.
Q: Why are these account term changes important?
A: They signal strategic shifts in financial service relationships and institutional investment approaches.
Q: How often is this data updated?
A: The indicator is updated quarterly, providing current insights into financial service trends.
Q: Who uses this economic data?
A: Financial analysts, regulators, and investment strategists use this to understand market dynamics.
Q: What limitations exist in this data?
A: Represents self-reported institutional perspectives, which may have inherent reporting biases.
Related Trends
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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
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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 Somewhat
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76) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of Consumer ABS by Your Institution's Clients Changed?| Answer Type: Increased Considerably
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39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| A. Dealers and Other Financial Intermediaries. | Answer Type: Increased Somewhat
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19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: 2nd Most Important
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Citation
U.S. Federal Reserve, Institutional Account Terms (ALLQ34ICNR), retrieved from FRED.