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