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: 3rd Most Important
CTQ31A53MINR • 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 why financial institutions are experiencing tightened terms for separately managed accounts. It provides insight 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 third most important factor causing tightening of price or nonprice terms in investment advisory account management. Economists use this data to understand financial institution capital availability and potential market stress signals.
Methodology
Data is collected through survey responses from financial institutions about their investment account management practices.
Historical Context
This metric helps policymakers and analysts assess potential constraints in financial sector capital allocation and investment management strategies.
Key Facts
- Measures third most significant reason for tightening investment account terms
- Reflects potential capital constraints in financial institutions
- Part of broader Federal Reserve economic monitoring survey
FAQs
Q: What does this economic indicator measure?
A: It tracks the third most important reason why financial institutions are tightening terms for separately managed investment accounts.
Q: Why is this trend important?
A: It provides insights into capital availability and potential stress in financial institutions' investment management practices.
Q: How is the data collected?
A: The U.S. Federal Reserve collects this information through survey responses from financial institutions about their account management practices.
Q: What can this trend tell us about the financial market?
A: It can signal potential constraints in capital allocation and changes in investment advisory service conditions.
Q: How often is this data updated?
A: The data is typically collected and updated on a quarterly basis as part of the Federal Reserve's economic survey.
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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: 3rd Most Important [CTQ31A53MINR], retrieved from FRED.
Last Checked: 8/1/2025