32) How Has the Intensity of Efforts by Investment Advisers to Negotiate More-Favorable Price and Nonprice Terms on Behalf of Separately Managed Accounts Changed Over the Past Three Months?| Answer Type: Increased Somewhat
CTQ32ISNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
2.00
Year-over-Year Change
N/A%
Date Range
10/1/2011 - 4/1/2025
Summary
Measures changes in investment advisers' negotiation efforts for separately managed accounts. Provides insights into investment 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
This indicator tracks the intensity of price and non-price term negotiations in investment advisory services. It reflects market competitiveness and client representation.
Methodology
Survey-based data collection from investment advisory firms tracking negotiation strategies.
Historical Context
Used by investors and financial analysts to understand advisory service dynamics.
Key Facts
- Reflects investment adviser negotiation strategies
- Indicates market competitiveness in financial services
- Provides insight into client representation efforts
FAQs
Q: What does this economic indicator measure?
A: It tracks changes in investment advisers' efforts to negotiate account terms over three months.
Q: Why are these negotiations important?
A: They reveal the competitiveness and client representation strategies in investment management.
Q: How is this data collected?
A: Through surveys of investment advisory firms tracking negotiation intensity.
Q: Who uses this economic indicator?
A: Investors, financial analysts, and market researchers use it to understand advisory services.
Q: How frequently is this data updated?
A: Typically updated quarterly based on survey responses from investment advisory firms.
Related Trends
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Remained Basically Unchanged
ALLQ39FRBUNR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| A. Dealers and Other Financial Intermediaries. | Answer Type: Decreased Somewhat
ALLQ39ADSNR
43) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Interest Rate Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Increased Somewhat
ALLQ43AISNR
23) Over the Past Three Months, How Have the Price Terms (for Example, Financing Rates) Offered to Insurance Companies as Reflected Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Nonprice Terms?| Answer Type: Eased Somewhat
ALLQ23ESNR
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?| D. Credit Referencing Corporates. | Answer Type: Decreased Considerably
OTCDQ51DDCNR
27) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Use of Financial Leverage by Insurance Companies Changed over the Past Three Months?| Answer Type: Increased Somewhat
ALLQ27ISNR
Citation
U.S. Federal Reserve, Investment Adviser Negotiation Intensity (CTQ32ISNR), retrieved from FRED.