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.
Related Trends
66) Over the Past Three Months, How Have the Terms Under Which Non-Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Eased Somewhat
SFQ66A3ESNR
48) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Trs Referencing Non-Securities (Such as Bank Loans, Including, for Example, Commercial and Industrial Loans and Mortgage Whole Loans) Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Remained Basically Unchanged
ALLQ48ARBUNR
35) Over the Past Three Months, How Have the Price Terms (for Example, Financing Rates) Offered to Nonfinancial Corporations as Reflected Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Nonprice Terms?| Answer Type: Tightened Somewhat
ALLQ35TSNR
61) Over the Past Three Months, How Has Demand for Funding of Equities (Including Through Stock Loan) by Your Institution's Clients Changed?| Answer Type: Increased Somewhat
SFQ61ISNR
24) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Insurance Companies Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Remained Basically Unchanged
CTQ24RBUNR
66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs 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
ALLQ66B2ECNR
Citation
U.S. Federal Reserve, Institutional Terms Provision (CTQ22ISNR), retrieved from FRED.