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: Remained Basically Unchanged
CTQ39FRBUNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
18.00
Year-over-Year Change
20.00%
Date Range
10/1/2011 - 4/1/2025
Summary
Tracks changes in mark and collateral disputes volume 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 trend measures dispute frequency and volume in separately managed investment accounts. It reflects potential friction points in financial advisory relationships.
Methodology
Survey-based data collection from financial institutions tracking dispute characteristics.
Historical Context
Used by regulators and financial services firms to assess client relationship management.
Key Facts
- Tracks disputes in separately managed accounts
- Indicates financial service relationship health
- Quarterly survey-based measurement
FAQs
Q: What are mark and collateral disputes?
A: Disputes about asset valuation or collateral terms between financial institutions and clients. Often involve interpretation of contract details.
Q: Why track these disputes?
A: Helps understand potential friction in financial advisory relationships and market transparency.
Q: How often is this data updated?
A: Typically collected and reported on a quarterly basis by financial regulators.
Q: Who uses this data?
A: Regulators, financial institutions, and investment management professionals analyze these trends.
Q: What does 'Remained Basically Unchanged' mean?
A: Indicates no significant variation in dispute volume during the reporting period.
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Citation
U.S. Federal Reserve, Mark and Collateral Disputes (CTQ39FRBUNR), retrieved from FRED.