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

43) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Interest Rate Derivatives Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Decreased Considerably

ALLQ43BDCNR

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 | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: First In Importance

CTQ31A5MINR

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

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: Decreased Considerably

ALLQ78ADCNR

45) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Credit Derivatives Referencing Corporates (Single-Name Corporates or Corporate Indexes) Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Decreased Somewhat

ALLQ45BDSNR

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?| A. Possible Reasons for Tightening | 2. Reduced Willingness of Your Institution to Take on Risk. | Answer Type: 2nd Most Important

CTQ37A22MINR

Citation

U.S. Federal Reserve, Institutional Investor Terms (CTQ22DSNR), retrieved from FRED.