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?| B. Possible Reasons for Easing | 3. Adoption of Less-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: 2nd Most Important
CTQ31B32MINR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
1.00
Year-over-Year Change
N/A%
Date Range
1/1/2012 - 4/1/2025
Summary
Tracks market conventions and collateral agreement changes in investment advisory accounts. Provides insight into evolving institutional financial practices.
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 shifts in less-stringent market protocols for separately managed accounts. Reflects institutional adaptation in financial service environments.
Methodology
Surveyed responses from financial institutions about market convention changes.
Historical Context
Used by regulators and financial analysts to understand institutional lending trends.
Key Facts
- Tracks institutional financial agreement adaptations
- Reflects competitive market dynamics
- Indicates evolving lending standards
FAQs
Q: What do market conventions mean in financial services?
A: Standard practices and agreements that govern financial transactions between institutions. Helps standardize complex financial interactions.
Q: How often do market conventions change?
A: Changes can occur quarterly or annually based on market conditions and institutional strategies.
Q: Why are these conventions important?
A: They reduce transaction risks and create consistent frameworks for financial interactions.
Q: Who tracks these market convention changes?
A: Regulators, financial analysts, and institutional researchers monitor these trends closely.
Q: Can market conventions vary by sector?
A: Yes, different financial sectors may have unique convention standards and practices.
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 | 7. More-Aggressive Competition from Other Institutions. | Answer Type: 3rd Most Important
ALLQ37B73MINR
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: Eased Somewhat
SFQ62A2ESNR
66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Tightened Somewhat
ALLQ66A1TSNR
71) Over the Past Three Months, How Has Demand for Funding of CMBS by Your Institution's Clients Changed?| Answer Type: Decreased Considerably
SFQ71DCNR
12) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Trading Reits Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Remained Basically Unchanged
ALLQ12RBUNR
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?| A. Fx. | Answer Type: Increased Considerably
ALLQ51AICNR
Citation
U.S. Federal Reserve, Investment Advisory Market Conventions (CTQ31B32MINR), retrieved from FRED.