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: Remained Basically Unchanged
CTQ34RBUNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
17.00
Year-over-Year Change
-5.56%
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 potential shifts in advisory relationship structures.
Methodology
Survey-based data collection from financial institutions tracking account management practices.
Historical Context
Used to understand evolving investment advisory relationship standards.
Key Facts
- Tracks institutional account term variations
- Reflects advisory relationship dynamics
- Provides quarterly institutional insights
FAQs
Q: What does this series measure?
A: Tracks changes in separately managed account terms for investment advisers over three-month periods.
Q: Why are these account terms important?
A: Reveals institutional flexibility and relationship management strategies in financial services.
Q: How often is this data updated?
A: Quarterly survey-based data collection provides periodic insights.
Q: Who uses this economic indicator?
A: Financial analysts, investment firms, and regulatory bodies track these relationship dynamics.
Q: What does 'Remained Basically Unchanged' indicate?
A: Suggests stability in institutional account management practices during the reporting period.
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Related Trends
56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Remained Basically Unchanged
SFQ56A3RBUNR
71) Over the Past Three Months, How Has Demand for Funding of Cmbs by Your Institution's Clients Changed?| Answer Type: Remained Basically Unchanged
ALLQ71RBUNR
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 | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: First in Importance
ALLQ25A1MINR
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?| B. Possible Reasons for Easing | 5. Increased Availability of Balance Sheet or Capital at Your Institution. | Answer Type: First In Importance
CTQ31B5MINR
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?| C. Trading Reits. | Answer Type: Remained Basically Unchanged
ALLQ40CRBUNR
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?| A. Possible Reasons for Tightening | 2. Reduced Willingness of Your Institution to Take on Risk. | Answer Type: 3rd Most Important
ALLQ37A23MINR
Citation
U.S. Federal Reserve, Separately Managed Account Terms (CTQ34RBUNR), retrieved from FRED.