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 Somewhat
CTQ39FDSNR • 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 investment accounts over three-month periods. Provides insights into investment management transaction complexities.
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 trend measures dispute volumes in investment advisory account transactions, reflecting potential challenges in financial asset management.
Methodology
Survey-based data collection from investment management institutions tracking dispute frequency.
Historical Context
Used by investment professionals to understand market interaction dynamics.
Key Facts
- Tracks quarterly dispute volume changes
- Focuses on separately managed investment accounts
- Indicates potential valuation challenges
FAQs
Q: What does this economic indicator measure?
A: Measures changes in mark and collateral disputes for separately managed investment accounts.
Q: Why are these disputes significant?
A: They reveal potential friction points in investment management and asset valuation processes.
Q: How often is this data updated?
A: Typically updated quarterly with current market dispute information.
Q: Who uses this economic data?
A: Investment advisers, financial analysts, and risk management professionals.
Q: What does a decrease in disputes suggest?
A: Potential improvement in transaction clarity and valuation agreement among investment managers.
Related News

Gen Z In the U.S. Shifts From Spending To Saving Habits
How Gen Z's Shift from Spending to Saving is Impacting the US Economy Recent trends indicate a significant shift in the spending habits of Gen Z, w...

S&P 500 Rises With Optimistic U.S. Inflation Report
S&P 500 Soars: Positive U.S. Inflation Developments The S&P 500, a primary stock index that tracks the performance of 500 major U.S. companies, has...

U.S. Stock Market Futures Rise On Inflation and Tariff News
US Stock Market Futures Rise Amid Inflation Data and Tariff News US stock market futures are on the rise, driven by significant updates in inflatio...

U.S. Treasury Yields Decline After Inflation Data Meet Expectations
US Treasury Yields Drop as Inflation Data Meets Expectations US Treasury yields have seen a noticeable decline recently, as the latest inflation da...

U.S. Stock Market Rises Amid PCE Inflation Report Analysis
U.S. Stock Market Climbs Amidst Insights from PCE Inflation Report Investors in the U.S. stock market are focusing on the most recent PCE Inflation...

U.S. Stock Futures Stagnant Despite Positive Jobless Claims and GDP
Why US Stock Futures Remain Stagnant Despite Positive Economic Indicators The current investment landscape is puzzling for many as US stock futures...
Related Trends
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 | 2. Increased Willingness of Your Institution to Take on Risk. | Answer Type: 3rd Most Important
ALLQ37B23MINR
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 | 4. Collateral Spreads Over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Somewhat
SFQ62B4ESNR
70) Over the Past Three Months, How Have the Terms Under Which Cmbs Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Tightened Somewhat
ALLQ70A2TSNR
15) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Use of Financial Leverage by Trading REITs Changed Over the Past Three Months?| Answer Type: Increased Somewhat
CTQ15ISNR
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?| C. Pension Plans. | Answer Type: Decreased Considerably
CTQ21CDCNR
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 | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: First In Importance
CTQ37A1MINR
Citation
U.S. Federal Reserve, Mark and Collateral Disputes (CTQ39FDSNR), retrieved from FRED.