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.
Related Trends
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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?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 2. Maximum Maturity. | Answer Type: Remained Basically Unchanged
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40) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Increased Considerably
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6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 5. Increased Availability of Balance Sheet or Capital at Your Institution. | Answer Type: First in Importance
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27) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Use of Financial Leverage by Insurance Companies Changed over the Past Three Months?| Answer Type: Decreased Considerably
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6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 2. Increased Willingness of Your Institution to Take on Risk. | Answer Type: First in Importance
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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