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 | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: 3rd Most Important
CTQ31A73MINR • 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
Examines competitive factors influencing pricing and terms for separately managed accounts. Highlights institutional lending dynamics.
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 the importance of reduced competition as a reason for tightening account terms. Reflects market competitive pressures.
Methodology
Survey-based reporting from financial institutions about account management practices.
Historical Context
Used to understand institutional lending and investment account strategies.
Key Facts
- Reflects institutional perspective on account terms
- Indicates competitive pressures in financial services
- Quarterly survey-based measurement
FAQs
Q: What does this series indicate?
A: Measures the importance of reduced competition in tightening separately managed account terms.
Q: Why are these competitive trends significant?
A: Provides insight into financial institution strategies and market competitive landscape.
Q: How is this data collected?
A: Through quarterly surveys of financial institutions about their account management practices.
Q: Who finds this information useful?
A: Financial analysts, investors, and researchers studying market competitive dynamics.
Q: What are the data limitations?
A: Based on survey responses, may not represent entire market comprehensively.
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?| A. Possible Reasons for Tightening | 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: 2nd Most Important
CTQ25A32MINR
52) Over the Past Three Months, How Have the Terms Under Which High-Grade Corporate Bonds 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: Eased Considerably
SFQ52B1ECNR
66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Tightened Considerably
ALLQ66A2TCNR
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: Tightened Somewhat
ALLQ74B4TSNR
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 Somewhat
ALLQ22ISNR
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: Decreased Somewhat
ALLQ51BDSNR
Citation
U.S. Federal Reserve, Separately Managed Accounts Competitive Trends (CTQ31A73MINR), retrieved from FRED.