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?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Increased Considerably

ALLQ40FICNR • 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 changes in duration and persistence of mark and collateral disputes in 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 the frequency and intensity of disputes between investment advisers and their clients regarding account management and valuation.

Methodology

Data collected through financial industry survey of investment advisory firms.

Historical Context

Used to assess financial service relationship quality and potential regulatory implications.

Key Facts

  • Measures dispute intensity in investment accounts
  • Reflects financial service relationship dynamics
  • Indicates potential regulatory compliance issues

FAQs

Q: What does this economic indicator measure?

A: Tracks disputes in separately managed investment accounts, focusing on mark and collateral issues.

Q: Why are these disputes important?

A: They can indicate potential systemic risks or communication challenges in financial services.

Q: How often is this data updated?

A: Typically collected through periodic financial industry surveys.

Q: What do increased disputes suggest?

A: Potential challenges in valuation methods or communication between advisers and clients.

Q: Can this data predict market trends?

A: It provides insights into financial service relationship quality and potential market tensions.

Related Trends

46) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Credit Derivatives Referencing Securitized Products (Such as Specific ABS or MBS Tranches and Associated Indexes) Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Remained Basically Unchanged

OTCDQ46ARBUNR

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?| 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 Considerably

ALLQ74B4TCNR

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?| A. Possible Reasons for Tightening | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: 2nd Most Important

CTQ19A72MINR

66) Over the Past Three Months, How Have the Terms Under Which Non-Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Tightened Somewhat

SFQ66A1TSNR

56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 2. Maximum Maturity. | Answer Type: Remained Basically Unchanged

ALLQ56B2RBUNR

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: Decreased Considerably

ALLQ76DCNR

Citation

U.S. Federal Reserve, Mark and Collateral Disputes (ALLQ40FICNR), retrieved from FRED.