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 | 7. More-Aggressive Competition from Other Institutions. | Answer Type: 3rd Most Important
CTQ31B73MINR • 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 competitive reasons for easing terms in separately managed investment accounts. Provides insight into institutional investment 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 competitive factors influencing investment account terms. Reflects institutional lending and investment dynamics.
Methodology
Survey of financial institutions reporting competitive pressures quarterly.
Historical Context
Used by investment professionals to understand market competition.
Key Facts
- Third most important competitive factor
- Relates to institutional investment strategies
- Quarterly competitive assessment
FAQs
Q: What are separately managed accounts?
A: Investment accounts professionally managed with customized investment strategies. Offer personalized portfolio management.
Q: Why track competitive reasons?
A: Reveals market dynamics and institutional investment strategies. Indicates competitive pressures.
Q: How is competition measured?
A: Institutions rank competitive factors in quarterly surveys.
Q: What does 'third most important' indicate?
A: Suggests moderate but significant competitive influence on account terms.
Q: How frequently is this data collected?
A: Quarterly surveys provide current competitive landscape insights.
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Related Trends
62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs 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: Eased Considerably
ALLQ62B4ECNR
26) How Has the Intensity of Efforts by Insurance Companies to Negotiate More Favorable Price and Nonprice Terms Changed over the Past Three Months?| Answer Type: Remained Basically Unchanged
ALLQ26RBUNR
42) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Fx Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Remained Basically Unchanged
ALLQ42ARBUNR
44) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Equity Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Increased Somewhat
OTCDQ44AISNR
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
CTQ39DDCNR
2) Over the Past Three Months, How Has the Amount of Resources and Attention Your Firm Devotes to Management of Concentrated Credit Exposure to Central Counterparties and Other Financial Utilities Changed?| Answer Type: Remained Basically Unchanged
ALLQ02RBUNR
Citation
U.S. Federal Reserve, Investment Account Terms (CTQ31B73MINR), retrieved from FRED.