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: Increased Somewhat

CTQ39FISNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

1.00

Year-over-Year Change

-66.67%

Date Range

10/1/2011 - 4/1/2025

Summary

Tracks changes in mark and collateral dispute volumes for separately managed accounts with 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

This metric measures dispute frequency and intensity in investment advisory account management. It reflects potential friction points in financial service interactions.

Methodology

Collected through survey responses from financial institutions about client account interactions.

Historical Context

Used to assess operational risk and client relationship management in investment services.

Key Facts

  • Tracks dispute volume in investment advisory accounts
  • Indicates potential operational challenges
  • Reflects client-advisor relationship dynamics

FAQs

Q: What does this series measure?

A: It tracks changes in mark and collateral disputes for separately managed investment accounts over three months.

Q: Why are these disputes important?

A: Disputes can indicate potential operational issues or relationship tensions in financial services.

Q: How often is this data collected?

A: The data is typically collected quarterly through financial institution surveys.

Q: What does 'increased somewhat' mean?

A: It suggests a moderate rise in dispute volumes compared to previous reporting periods.

Q: Can this data predict market trends?

A: It can provide insights into financial service relationship dynamics and potential operational challenges.

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Citation

U.S. Federal Reserve, Mark and Collateral Disputes (CTQ39FISNR), retrieved from FRED.