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 | 4. Higher Internal Treasury Charges for Funding. | Answer Type: First In Importance
CTQ31A4MINR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
1.00
Year-over-Year Change
0.00%
Date Range
1/1/2012 - 4/1/2025
Summary
Tracks changes in pricing and nonprice terms for separately managed investment accounts. Provides insight into financial institution funding dynamics and internal treasury cost pressures.
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 metric evaluates shifts in investment account management terms, focusing on internal treasury funding charges. It reflects financial sector pricing strategies.
Methodology
Collected through quarterly survey responses from financial institutions.
Historical Context
Used by analysts to understand investment account pricing trends and funding conditions.
Key Facts
- Quarterly survey-based metric
- Reflects internal treasury funding dynamics
- Indicates financial sector pricing strategies
FAQs
Q: What does this economic indicator measure?
A: It tracks changes in pricing and funding terms for separately managed investment accounts across financial institutions.
Q: Why are internal treasury charges important?
A: They impact the overall cost structure and pricing strategies of financial service providers.
Q: How frequently is this data updated?
A: The indicator is typically updated on a quarterly basis through financial institution surveys.
Q: Who uses this economic data?
A: Financial analysts, investment managers, and economic researchers use this to understand market funding conditions.
Q: What limitations exist in this data?
A: The data represents survey responses and may not capture all nuanced market changes.
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Related Trends
25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 4. Lower Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important
CTQ25B42MINR
74) Over the Past Three Months, How Have the Terms Under Which Consumer Abs (for Example, Backed by Credit Card Receivables or Auto Loans) Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Somewhat
ALLQ74B4ESNR
51) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| B. Interest Rate. | Answer Type: Remained Basically Unchanged
OTCDQ51BRBUNR
62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Remained Basically Unchanged
ALLQ62A2RBUNR
74) Over the Past Three Months, How Have the Terms Under Which Consumer Abs (for Example, Backed by Credit Card Receivables or Auto Loans) Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 1. Maximum Amount of Funding. | Answer Type: Tightened Considerably
ALLQ74B1TCNR
50) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| D. Credit Referencing Corporates. | Answer Type: Increased Considerably
OTCDQ50DICNR
Citation
U.S. Federal Reserve, Investment Account Terms (CTQ31A4MINR), retrieved from FRED.