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: Increased Considerably
CTQ34ICNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
10/1/2011 - 4/1/2025
Summary
Measures changes in differential terms for separately managed investment accounts. Provides insights into evolving investment advisory relationships and market 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
This indicator tracks modifications in investment account terms for top-tier advisers. It reflects shifting institutional investment landscapes.
Methodology
Surveyed from financial institutions tracking investment account arrangements.
Historical Context
Used by investment professionals to understand advisory relationship trends.
Key Facts
- Indicates significant changes in advisory terms
- Reflects investment management market dynamics
- Important for understanding institutional relationships
FAQs
Q: What does this economic indicator track?
A: Measures changes in terms for separately managed investment accounts with top-tier advisers.
Q: Why are these investment account terms significant?
A: Reveals evolving dynamics in financial advisory relationships and institutional investment strategies.
Q: How can investors use this information?
A: Understand shifting market conditions and potential investment management trends.
Q: What factors influence these terms?
A: Relationship breadth, duration, and overall institutional investment landscape.
Q: What are the data collection limitations?
A: Represents a specific subset of investment advisory relationships and may not capture entire market.
Related Trends
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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
ALLQ34DCNR
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?| D. Endowments. | Answer Type: Increased Somewhat
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7) How Has the Intensity of Efforts by Hedge Funds to Negotiate More-Favorable Price and Nonprice Terms Changed Over the Past Three Months?| Answer Type: Remained Basically Unchanged
CTQ07RBUNR
7) How Has the Intensity of Efforts by Hedge Funds to Negotiate More-Favorable Price and Nonprice Terms Changed Over the Past Three Months?| Answer Type: Decreased Considerably
CTQ07DCNR
19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, Etfs, Pension Plans, and Endowments Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: 2nd Most Important
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Citation
U.S. Federal Reserve, Investment Advisory Account Terms (CTQ34ICNR), retrieved from FRED.