34) How Has the Provision of Differential Terms by Your Institution to Separately Managed Accounts Established with Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Investment Advisers Changed Over the Past Three Months?| Answer Type: Decreased Considerably

CTQ34DCNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

0.00

Year-over-Year Change

-100.00%

Date Range

10/1/2011 - 4/1/2025

Summary

Tracks institutional changes in separately managed account terms for investment advisers. Provides insight into financial service relationship dynamics.

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 institutional flexibility in account management terms. Reflects negotiation strategies and relationship evolution in investment advisory services.

Methodology

Surveyed from financial institutions tracking account management practices.

Historical Context

Used by regulators and financial strategists to understand market relationship trends.

Key Facts

  • Tracks institutional account term variations
  • Reflects negotiation complexity
  • Indicates market relationship dynamics

FAQs

Q: What does CTQ34DCNR measure?

A: Measures changes in separately managed account terms for investment advisers over three months.

Q: Why are these account terms important?

A: Reveals negotiation strategies and relationship dynamics in financial services.

Q: How frequently is this data updated?

A: Typically updated quarterly to reflect recent institutional practices.

Q: Who uses this economic indicator?

A: Financial analysts, regulators, and investment strategists track these trends.

Q: What does 'Decreased Considerably' indicate?

A: Suggests significant reduction in favorable terms for investment advisers.

Related News

Related Trends

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78) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| A. High-Grade Corporate Bonds. | Answer Type: Decreased Somewhat

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21) Considering the Entire Range of Transactions Facilitated by Your Institution, How Has the Use of Financial Leverage by Each of the Following Types of Clients Changed over the Past Three Months?| B. Etfs. | Answer Type: Decreased Somewhat

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39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| G. Nonfinancial Corporations. | Answer Type: Decreased Somewhat

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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 | 6. Worsening in General Market Liquidity and Functioning. | Answer Type: 2nd Most Important

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Citation

U.S. Federal Reserve, Institutional Account Terms (CTQ34DCNR), retrieved from FRED.