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

CTQ31B3MINR • 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 market convention changes in investment account management. Tracks evolving institutional lending practices and agreement protocols.

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 terms and standardized financial agreements. Indicates market adaptability in investment management.

Methodology

Collected through institutional survey responses about market convention changes.

Historical Context

Used by financial analysts to understand evolving lending and investment practices.

Key Facts

  • Tracks institutional lending agreement changes
  • Focuses on market convention adaptations
  • Reflects financial market flexibility

FAQs

Q: What are ISDA protocols?

A: International standardized agreements for derivatives and financial transactions. Help establish consistent market practices.

Q: Why track market convention changes?

A: Provides insights into financial market adaptability and institutional lending practices.

Q: How do market conventions impact investments?

A: Influence risk management, transaction costs, and standardization of financial agreements.

Q: Who monitors these market convention trends?

A: Financial regulators, investment banks, and economic research institutions.

Q: What are the data collection limitations?

A: Relies on survey responses, which may have reporting biases or incomplete representation.

Related Trends

79) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| E. Non-Agency RMBS. | Answer Type: Remained Basically Unchanged

SFQ79ERBUNR

47) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Commodity Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Increased Considerably

ALLQ47AICNR

56) Over the Past Three Months, How Have the Terms Under Which High-Yield 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: Remained Basically Unchanged

ALLQ56B1RBUNR

39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| D. Mutual Funds, Etfs, Pension Plans, and Endowments. | Answer Type: Decreased Considerably

ALLQ39DDCNR

76) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of Consumer ABS by Your Institution's Clients Changed?| Answer Type: Increased Considerably

SFQ76ICNR

33) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Use of Financial Leverage by Separately Managed Accounts Established with Investment Advisers Changed Over the Past Three Months?| Answer Type: Decreased Somewhat

CTQ33DSNR

Citation

U.S. Federal Reserve, Market Convention Trends (CTQ31B3MINR), retrieved from FRED.