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: First In Importance

CTQ19B3MINR • 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

Captures market sentiment regarding financial instrument trading conventions and protocols. Provides insights into evolving financial market practices.

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 changes in market conventions for mutual funds, ETFs, pension plans, and endowments. Reflects institutional adaptation of financial trading standards.

Methodology

Surveyed responses from financial institutions about market convention changes.

Historical Context

Used by regulators and financial strategists to understand market evolution.

Key Facts

  • Tracks changes in financial market practices
  • Focuses on institutional trading conventions
  • Reflects adaptive financial ecosystem

FAQs

Q: What does this economic indicator measure?

A: Surveys changes in financial market conventions and trading protocols. Highlights institutional adaptation strategies.

Q: Why are market conventions important?

A: They standardize financial transactions and reduce complexity in institutional trading environments.

Q: How frequently are these conventions updated?

A: Varies based on market needs, technological advances, and regulatory changes.

Q: What institutions are involved?

A: Mutual funds, ETFs, pension plans, and financial endowments participate in these surveys.

Q: How do researchers interpret this data?

A: As a barometer of financial market flexibility and institutional innovation strategies.

Related Trends

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?| D. Mutual Funds, ETFs, Pension Plans, and Endowments. | Answer Type: Increased Somewhat

CTQ40DISNR

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?| A. High-Grade Corporate Bonds. | Answer Type: Remained Basically Unchanged

ALLQ78ARBUNR

33) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Use of Financial Leverage by Separately Managed Accounts Established with Investment Advisers Changed Over the Past Three Months?| Answer Type: Decreased Considerably

CTQ33DCNR

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 | 1. Maximum Amount of Funding. | Answer Type: Remained Basically Unchanged

SFQ62B1RBUNR

56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Tightened Considerably

ALLQ56A1TCNR

51) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| D. Credit Referencing Corporates. | Answer Type: Remained Basically Unchanged

ALLQ51DRBUNR

Citation

U.S. Federal Reserve, Market Conventions Survey (CTQ19B3MINR), retrieved from FRED.