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: Increased Somewhat

CTQ22ISNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

1.00

Year-over-Year Change

-50.00%

Date Range

10/1/2011 - 4/1/2025

Summary

Tracks institutional changes in differential terms provided to financial entities. Measures strategic shifts in relationship management across mutual funds, ETFs, and institutional investors.

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 trend evaluates how financial institutions modify their terms of engagement with key investment entities. It reflects adaptive strategies in financial service provisioning.

Methodology

Survey-based data collection from financial institutions tracking term modifications.

Historical Context

Used by regulators and investment strategists to understand institutional relationship dynamics.

Key Facts

  • Tracks term modifications quarterly
  • Covers multiple investment entity types
  • Indicates strategic institutional adaptations

FAQs

Q: What does CTQ22ISNR measure?

A: It tracks changes in differential terms provided to financial entities like mutual funds and pension plans.

Q: Why are these term changes important?

A: They reflect strategic shifts in institutional relationship management and competitive positioning.

Q: How often is this data updated?

A: The data is typically collected and reported on a quarterly basis.

Q: Who uses this type of data?

A: Investment analysts, financial regulators, and institutional strategy teams use this information.

Q: What limitations exist in this data?

A: Survey-based data can have reporting biases and represent perceptual changes.

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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 | 3. Haircuts. | Answer Type: Remained Basically Unchanged

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62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Tightened Considerably

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56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Eased Considerably

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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 | 7. More-Aggressive Competition from Other Institutions. | Answer Type: 2nd Most Important

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Citation

U.S. Federal Reserve, Institutional Terms Provision (CTQ22ISNR), retrieved from FRED.
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: Increased Somewhat | US Economic Trends