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 | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 3rd Most Important
CTQ19A53MINR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
1/1/2012 - 4/1/2025
Summary
Evaluates key reasons for tightening financial terms across institutional investment vehicles. Provides insights into institutional capital constraints.
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
Measures institutional perspectives on funding and capital availability for mutual funds, ETFs, pension plans, and endowments.
Methodology
Survey-based data collection from financial institutions about funding conditions.
Historical Context
Used to understand institutional investment landscape shifts.
Key Facts
- Highlights diminished balance sheet capacity
- Third most important factor in funding changes
- Reflects broader financial market conditions
FAQs
Q: What does this economic indicator measure?
A: Tracks reasons for tightening financial terms across different investment vehicles.
Q: Why is balance sheet availability important?
A: It directly impacts an institution's ability to fund and manage investments.
Q: How frequently is this data collected?
A: Typically gathered through periodic institutional surveys.
Q: What investment types are included?
A: Mutual funds, ETFs, pension plans, and endowments are part of this analysis.
Q: What does 'third most important' signify?
A: Indicates a significant but not primary factor in funding term changes.
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Related Trends
31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), 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: 2nd Most Important
CTQ31A32MINR
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 Somewhat
SFQ76ISNR
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 | 1. Improvement in Current or Expected Financial Strength of Counterparties. | Answer Type: 2nd Most Important
CTQ37B12MINR
54) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of High-Grade Corporate Bonds by Your Institution's Clients Changed?| Answer Type: Increased Considerably
ALLQ54ICNR
25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: 3rd Most Important
CTQ25A13MINR
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 | 3. Adoption of Less-Stringent Market Conventions (That is, Collateral Terms and Agreements, Isda Protocols). | Answer Type: 3rd Most Important
ALLQ19B33MINR
Citation
U.S. Federal Reserve, Institutional Funding Terms (CTQ19A53MINR), retrieved from FRED.