39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Decreased Considerably

CTQ39FDCNR • 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

Tracks changes in mark and collateral disputes for separately managed accounts with investment advisers. Provides insights 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

This economic indicator measures dispute volume in investment advisory relationships. It helps assess financial service sector stability and client interactions.

Methodology

Survey-based data collection from financial institutions tracking dispute trends.

Historical Context

Used by regulators and financial service analysts to monitor industry relationship health.

Key Facts

  • Tracks separately managed account disputes
  • Indicates financial service relationship quality
  • Quarterly survey-based measurement

FAQs

Q: What does this economic indicator measure?

A: Tracks volume changes in mark and collateral disputes for separately managed investment accounts.

Q: Why are these dispute metrics important?

A: They provide insights into financial service relationship dynamics and potential industry tensions.

Q: How often is this data collected?

A: Collected quarterly through financial institution surveys.

Q: Who uses this economic data?

A: Regulators, financial analysts, and investment management professionals monitor these trends.

Q: What does a decrease in disputes indicate?

A: Potentially improved client-advisor relationships and more stable financial services interactions.

Related News

Related Trends

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: 2nd Most Important

ALLQ31B52MINR

45) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Credit Derivatives Referencing Corporates (Single-Name Corporates or Corporate Indexes) Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Remained Basically Unchanged

OTCDQ45ARBUNR

1) Over the Past Three Months, How Has the Amount of Resources and Attention Your Firm Devotes to Management of Concentrated Credit Exposure to Dealers and Other Financial Intermediaries (Such as Large Banking Institutions) Changed?| Answer Type: Remained Basically Unchanged

CTQ01RBUNR

70) Over the Past Three Months, How Have the Terms Under Which Cmbs Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Considerably

ALLQ70A4TCNR

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: Remained Basically Unchanged

ALLQ78ARBUNR

26) How Has the Intensity of Efforts by Insurance Companies to Negotiate More Favorable Price and Nonprice Terms Changed over the Past Three Months?| Answer Type: Decreased Considerably

ALLQ26DCNR

Citation

U.S. Federal Reserve, Mark and Collateral Disputes (CTQ39FDCNR), retrieved from FRED.