22) How Has the Provision of Differential Terms by Your Institution to Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Mutual Funds, ETFs, Pension Plans, and Endowments Changed Over the Past Three Months?| Answer Type: Decreased Considerably
CTQ22DCNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
10/1/2011 - 4/1/2025
Summary
Measures changes in differential terms provided to institutional investors across various financial products. Captures nuanced shifts in institutional financial services.
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 indicator tracks how financial institutions modify terms for mutual funds, ETFs, pension plans, and endowments. It reflects competitive financial service strategies.
Methodology
Quarterly survey of financial institutions reporting changes in client relationship terms.
Historical Context
Used to understand evolving institutional investment service landscapes.
Key Facts
- Quarterly assessment of institutional financial terms
- Covers multiple investment vehicle types
- Indicates competitive dynamics in financial services
FAQs
Q: What does 'decreased considerably' indicate?
A: Suggests significant reduction in favorable terms for institutional investors across different investment vehicles.
Q: Which investors are included in this survey?
A: Mutual funds, ETFs, pension plans, and endowments are the primary focus of this indicator.
Q: How frequently is this data collected?
A: The series is updated quarterly to capture current financial service trends.
Q: Why are changing terms important?
A: They reflect competitive pressures and strategic shifts in institutional financial services.
Q: What does 'differential terms' mean?
A: Refers to unique financial conditions based on relationship breadth, duration, and extent.
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Related Trends
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Citation
U.S. Federal Reserve, Institutional Terms Changes (CTQ22DCNR), retrieved from FRED.