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: 3rd Most Important

CTQ31B33MINR • 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

Tracks changes in investment account management terms related to market conventions. Provides insight into financial sector flexibility and risk management strategies.

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 collateral agreements and standardized protocols for separately managed investment accounts. Reflects evolving financial market practices.

Methodology

Collected through quarterly survey of investment advisory professionals.

Historical Context

Used by regulators and financial institutions to assess market risk adaptation.

Key Facts

  • Tracks changes in investment account management terms
  • Reflects market risk adaptation strategies
  • Quarterly survey-based metric

FAQs

Q: What does this economic indicator measure?

A: Tracks changes in investment account management terms and market conventions. Provides insights into financial sector adaptability.

Q: Why are market conventions important?

A: They standardize financial transactions and reduce operational risks in investment management.

Q: How often is this data updated?

A: Collected and reported quarterly through professional financial surveys.

Q: Who uses this economic data?

A: Regulators, financial institutions, and investment managers use it to assess market trends.

Q: What does 'less-stringent market conventions' mean?

A: Refers to more flexible collateral terms and standardized agreement protocols in financial transactions.

Related Trends

56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Eased Considerably

ALLQ56A3ECNR

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: First in Importance

ALLQ31B3MINR

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: Eased Considerably

ALLQ74B2ECNR

50) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| G. TRS Referencing Non-Securities (Such as Bank Loans, Including, for Example, Commercial and Industrial Loans and Mortgage Whole Loans). | Answer Type: Increased Considerably

OTCDQ50GICNR

41) Over the Past Three Months, How Have Nonprice Terms Incorporated in New or Renegotiated Otc Derivatives Master Agreements Put in Place with Your Institution's Client Changed?| D. Triggers and Covenants. | Answer Type: Remained Basically Unchanged

ALLQ41DRBUNR

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

Citation

U.S. Federal Reserve, Investment Account Market Conventions (CTQ31B33MINR), retrieved from FRED.