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 | 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: First In Importance

CTQ31A3MINR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

0.00

Year-over-Year Change

-100.00%

Date Range

1/1/2012 - 4/1/2025

Summary

Tracks changes in investment account management terms related to market conventions. Provides insight into financial sector risk management practices.

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

Measures shifts in separately managed account terms, reflecting evolving financial market standards and risk assessment approaches.

Methodology

Collected through quarterly survey of investment professionals and financial institutions.

Historical Context

Used by regulators and financial analysts to understand market risk management trends.

Key Facts

  • Reflects stringent market agreement standards
  • Indicates financial sector risk adaptation
  • Quarterly tracking of investment terms

FAQs

Q: What does this economic indicator measure?

A: Tracks changes in investment account management terms and market conventions. Provides insights into financial sector risk practices.

Q: Why are investment account terms important?

A: They reflect risk management strategies and market adaptation in financial institutions.

Q: How often is this data updated?

A: Collected and reported quarterly by financial institutions and regulatory bodies.

Q: Who uses this economic data?

A: Regulators, financial analysts, and investment professionals use this to understand market trends.

Q: What do changes in these terms indicate?

A: Shifts can signal changing risk perceptions and market conventions in financial services.

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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 Considerably

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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: First In Importance

CTQ37A2MINR

Citation

U.S. Federal Reserve, Investment Account Terms (CTQ31A3MINR), retrieved from FRED.
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 | 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: First In Importance | US Economic Trends