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 Somewhat
CTQ22DSNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
1.00
Year-over-Year Change
N/A%
Date Range
10/1/2011 - 4/1/2025
Summary
Tracks changes in differential terms offered to institutional investors like mutual funds and pension plans. Provides insight into financial service provider strategies.
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 measures how financial institutions adjust terms for top-tier institutional clients. It reflects relationship-based financial service dynamics.
Methodology
Surveys financial institutions about changes in client relationship terms.
Historical Context
Used by investors and financial analysts to understand institutional pricing strategies.
Key Facts
- Tracks three-month term changes
- Focuses on top-tier institutional clients
- Measures relationship-based pricing
FAQs
Q: What institutions are covered in this indicator?
A: Includes mutual funds, ETFs, pension plans, and endowments. Focuses on top-tier institutional investors.
Q: What does 'Decreased Somewhat' indicate?
A: Suggests a moderate reduction in favorable terms for institutional clients.
Q: Why track these pricing terms?
A: Provides insights into financial service strategies and institutional relationship dynamics.
Q: How frequently are these terms assessed?
A: Quarterly surveys track changes over three-month periods.
Q: Who benefits from this data?
A: Investors, financial analysts, and institutional clients use this to understand market relationships.
Related Trends
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 | 2. Maximum Maturity. | Answer Type: Eased Considerably
SFQ74B2ECNR
66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Eased Considerably
ALLQ66A2ECNR
77) Over the Past Three Months, How Have Liquidity and Functioning in the Consumer ABS Market Changed?| Answer Type: Remained Basically Unchanged
SFQ77RBUNR
62) Over the Past Three Months, How Have the Terms Under Which Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads Over Relevant Benchmark (Effective Financing Rates). | Answer Type: Remained Basically Unchanged
SFQ62A4RBUNR
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: Decreased Somewhat
CTQ27DSNR
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 | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: First in Importance
ALLQ37B6MINR
Citation
U.S. Federal Reserve, Institutional Investor Terms (CTQ22DSNR), retrieved from FRED.