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 News

Related Trends

42) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Fx Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Decreased Considerably

ALLQ42ADCNR

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 Somewhat

ALLQ34ISNR

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 | 4. Collateral Spreads Over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Somewhat

SFQ62B4TSNR

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

SFQ74A1ECNR

30) 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 Separately Managed Accounts Established with Investment Advisers Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Tightened Somewhat

CTQ30TSNR

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 | 3. Adoption of Less-Stringent Market Conventions (That is, Collateral Terms and Agreements, Isda Protocols). | Answer Type: First in Importance

ALLQ37B3MINR

Citation

U.S. Federal Reserve, Institutional Account Terms (ALLQ34ICNR), retrieved from FRED.
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 | US Economic Trends