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 • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
1.00
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 metric evaluates how financial institutions modify account terms based on relationship breadth and duration. It reflects adaptive strategies in investment management.
Methodology
Collected through quarterly institutional surveys of financial service providers.
Historical Context
Used by regulators and financial analysts to understand investment account management trends.
Key Facts
- Quarterly tracking of institutional account term modifications
- Reflects relationship-based financial service strategies
- Indicates adaptive institutional practices
FAQs
Q: What does this series measure?
A: It tracks changes in differential account terms for investment advisers over three-month periods.
Q: Why are these account term changes important?
A: They reveal how financial institutions adapt to client relationships and market conditions.
Q: How often is this data updated?
A: The series is updated quarterly with the most recent institutional survey data.
Q: Who uses this economic indicator?
A: Financial analysts, regulators, and investment management professionals use this data.
Q: What factors influence these term changes?
A: Relationship duration, account breadth, and market conditions impact institutional strategies.
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Related Trends
32) How Has the Intensity of Efforts by Investment Advisers to Negotiate More-Favorable Price and Nonprice Terms on Behalf of Separately Managed Accounts Changed over the Past Three Months?| Answer Type: Increased Considerably
ALLQ32ICNR
71) Over the Past Three Months, How Has Demand for Funding of Cmbs by Your Institution's Clients Changed?| Answer Type: Decreased Somewhat
ALLQ71DSNR
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?| A. Dealers and Other Financial Intermediaries. | Answer Type: Remained Basically Unchanged
ALLQ40ARBUNR
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 | 3. Haircuts. | Answer Type: Eased Considerably
ALLQ62B3ECNR
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: 3rd Most Important
CTQ37A33MINR
78) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| C. Equities. | Answer Type: Decreased Somewhat
ALLQ78CDSNR
Citation
U.S. Federal Reserve, Institutional Account Terms (ALLQ34ISNR), retrieved from FRED.