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 Somewhat
CTQ34DSNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
1.00
Year-over-Year Change
N/A%
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 provider strategic adjustments.
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 variations in institutional account management practices across investment advisory relationships. Reflects nuanced financial service dynamics.
Methodology
Surveyed financial institutions report quarterly changes in account management terms.
Historical Context
Used by regulators and financial analysts to understand institutional investment trends.
Key Facts
- Quarterly tracking of advisory account terms
- Reflects institutional risk management strategies
- Indicates financial service sector adaptability
FAQs
Q: What does CTQ34DSNR measure?
A: Tracks changes in separately managed account terms for investment advisers over three months.
Q: Why are these account term changes important?
A: Indicates shifts in institutional risk appetite and financial service strategies.
Q: How often is this data updated?
A: Quarterly survey provides current institutional investment management insights.
Q: Who uses this economic indicator?
A: Financial analysts, regulators, and investment professionals monitor these trends.
Q: What factors influence these changes?
A: Risk perception, market conditions, and institutional strategic planning impact account terms.
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Related Trends
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Citation
U.S. Federal Reserve, Separately Managed Accounts Terms (CTQ34DSNR), retrieved from FRED.