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 Somewhat
CTQ34ISNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
1.00
Year-over-Year Change
-50.00%
Date Range
10/1/2011 - 4/1/2025
Summary
Tracks institutional changes in separately managed account terms for investment advisers. Provides insights into financial service adaptation and relationship 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
Measures institutional flexibility in account provisioning for investment advisory relationships. Reflects nuanced financial service sector dynamics.
Methodology
Surveyed institutional responses about account term modifications over three-month periods.
Historical Context
Used by financial analysts to understand institutional investment service trends.
Key Facts
- Tracks quarterly institutional account term changes
- Reflects investment adviser relationship dynamics
- Indicates financial service sector adaptability
FAQs
Q: What does CTQ34ISNR 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 institutional flexibility and evolving financial service strategies.
Q: How frequently is this data updated?
A: Quarterly survey-based data collection and reporting.
Q: Who uses this economic indicator?
A: Financial analysts, investment managers, and institutional researchers.
Q: What limitations exist in this data?
A: Represents surveyed perceptions, not direct transactional data.
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 | 3. Haircuts. | Answer Type: Tightened Considerably
ALLQ62B3TCNR
33) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Use of Financial Leverage by Separately Managed Accounts Established with Investment Advisers Changed Over the Past Three Months?| Answer Type: Increased Somewhat
CTQ33ISNR
37) To the Extent That the Price or Nonprice Terms Applied to Nonfinancial Corporations Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 35 and 36), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 3. Adoption of Less-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: First In Importance
CTQ37B3MINR
79) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| G. Consumer Abs. | Answer Type: Increased Somewhat
ALLQ79GISNR
40) Over the Past Three Months, How Has the Duration and Persistence 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 Somewhat
ALLQ40DDSNR
25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 2. Reduced Willingness of Your Institution to Take on Risk. | Answer Type: 2nd Most Important
ALLQ25A22MINR
Citation
U.S. Federal Reserve, Investment Account Provisioning (CTQ34ISNR), retrieved from FRED.