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 | 5. Increased Availability of Balance Sheet or Capital at Your Institution. | Answer Type: First In Importance

CTQ31B5MINR • 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 changes in balance sheet and capital availability for investment advisers managing separately managed accounts. It provides insights into financial institutions' lending capacity and potential shifts in investment 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 perceived ease or tightness of capital resources within financial institutions, reflecting potential changes in investment advisory market dynamics. Economists use this metric to understand institutional liquidity and potential shifts in investment strategies.

Methodology

Data is collected through survey responses from financial institutions, capturing their self-reported perceptions of balance sheet and capital availability.

Historical Context

This indicator helps policymakers and market analysts assess potential changes in financial sector liquidity and investment market conditions.

Key Facts

  • Measures changes in capital resources for investment advisers
  • Provides insights into institutional lending capacity
  • Reflects potential shifts in investment market conditions

FAQs

Q: What does this economic indicator measure?

A: It tracks changes in balance sheet and capital availability for investment advisers managing separately managed accounts over a three-month period.

Q: Why is this trend important?

A: The indicator helps understand financial institutions' liquidity and potential changes in investment market strategies and conditions.

Q: How is the data collected?

A: Data is gathered through survey responses from financial institutions about their perceived balance sheet and capital availability.

Q: Who uses this economic trend?

A: Policymakers, market analysts, and financial researchers use this indicator to assess institutional liquidity and investment market dynamics.

Q: What are the limitations of this data?

A: The trend relies on self-reported perceptions, which may not always perfectly reflect actual financial conditions.

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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?| B. Possible Reasons for Easing | 5. Increased Availability of Balance Sheet or Capital at Your Institution. | Answer Type: First In Importance [CTQ31B5MINR], retrieved from FRED.

Last Checked: 8/1/2025

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 | 5. Increased Availability of Balance Sheet or Capital at Your Institution. | Answer Type: First In Importance | US Economic Trends