39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Decreased Somewhat
ALLQ39FDSNR • 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 changes in mark and collateral disputes for separately managed accounts with investment advisers. Provides insight into financial service sector dispute 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 dispute volume in investment advisory relationships. It helps assess financial service sector stability and client interaction quality.
Methodology
Survey-based data collection from financial institutions tracking dispute trends.
Historical Context
Used by regulators and financial firms to monitor client relationship risks.
Key Facts
- Tracks separately managed account disputes
- Provides quarterly dispute volume insights
- Measures financial service relationship quality
FAQs
Q: What does this series measure?
A: It tracks changes in dispute volumes for separately managed investment accounts over three-month periods.
Q: Why are mark and collateral disputes important?
A: They indicate potential friction or communication challenges in financial advisory relationships.
Q: How often is this data updated?
A: The series provides quarterly updates on dispute trends.
Q: Who uses this economic indicator?
A: Regulators, financial institutions, and investment researchers analyze these trends.
Q: What does 'decreased somewhat' mean?
A: Indicates a modest reduction in dispute volumes compared to previous reporting periods.
Related Trends
52) Over the Past Three Months, How Have the Terms Under Which High-Grade Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Tightened Considerably
ALLQ52A2TCNR
12) 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 Trading Reits Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Tightened Somewhat
ALLQ12TSNR
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: Decreased Considerably
CTQ40EDCNR
27) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Use of Financial Leverage by Insurance Companies Changed over the Past Three Months?| Answer Type: Increased Considerably
ALLQ27ICNR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| D. Mutual Funds, Etfs, Pension Plans, and Endowments. | Answer Type: Remained Basically Unchanged
ALLQ39DRBUNR
68) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of Non-Agency RMBS by Your Institution's Clients Changed?| Answer Type: Remained Basically Unchanged
SFQ68RBUNR
Citation
U.S. Federal Reserve, Mark and Collateral Disputes (ALLQ39FDSNR), retrieved from FRED.