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 | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 2nd Most Important
CTQ31A52MINR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
1/1/2012 - 4/1/2025
Summary
This economic indicator tracks the reasons behind tightening price or nonprice terms for separately managed accounts in financial institutions. It provides insights into institutional capital constraints and investment advisory market conditions.
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
The trend measures the second most important factor driving tightening of investment account terms, specifically focusing on diminished balance sheet or capital availability. Economists use this data to understand financial institution risk management and capital allocation strategies.
Methodology
Data is collected through survey responses from financial institutions, capturing their perspectives on account management terms and capital constraints.
Historical Context
This indicator helps policymakers and analysts assess financial sector liquidity, investment climate, and potential constraints on capital deployment.
Key Facts
- Measures institutional perspectives on investment account term changes
- Focuses on capital and balance sheet limitations as a key factor
- Provides quarterly insights into financial sector capital dynamics
FAQs
Q: What does this economic indicator measure?
A: It tracks the reasons behind tightening terms for separately managed investment accounts, with a focus on capital availability constraints.
Q: How often is this data updated?
A: The data is typically collected and updated on a quarterly basis through financial institution surveys.
Q: Why are balance sheet constraints important?
A: Balance sheet constraints can indicate financial institutions' risk appetite, lending capacity, and overall economic health.
Q: How do policymakers use this information?
A: Policymakers analyze this data to understand financial sector liquidity, potential credit constraints, and investment market conditions.
Q: What limitations exist in this data?
A: The data represents survey responses and perceptions, which may not capture the entire complexity of financial institution capital management.
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Related Trends
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?| B. Possible Reasons for Easing | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: 3rd Most Important
CTQ37B63MINR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Decreased Somewhat
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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?| A. Possible Reasons for Tightening | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: 2nd Most Important
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7) How Has the Intensity of Efforts by Hedge Funds to Negotiate More-Favorable Price and Nonprice Terms Changed Over the Past Three Months?| Answer Type: Remained Basically Unchanged
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66) Over the Past Three Months, How Have the Terms Under Which Non-Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads Over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Considerably
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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?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Eased Considerably
ALLQ74A3ECNR
Citation
U.S. Federal Reserve, 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 | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 2nd Most Important [CTQ31A52MINR], retrieved from FRED.
Last Checked: 8/1/2025