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?| D. Mutual Funds, ETFs, Pension Plans, and Endowments. | Answer Type: Decreased Somewhat

CTQ40DDSNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

0.00

Year-over-Year Change

-100.00%

Date Range

10/1/2011 - 4/1/2025

Summary

Tracks changes in mark and collateral dispute duration for mutual funds, ETFs, pension plans, and endowments. Provides insights into financial transaction complexity and dispute resolution trends.

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 evaluates dispute characteristics in financial transactions across institutional investment entities. It helps assess operational risk and transaction efficiency.

Methodology

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

Historical Context

Used by regulators and risk managers to understand financial transaction dynamics.

Key Facts

  • Tracks dispute duration across institutional investors
  • Indicates financial transaction complexity
  • Provides operational risk insights

FAQs

Q: What does CTQ40DDSNR measure?

A: Measures changes in mark and collateral dispute duration for institutional investors. Tracks transaction dispute trends.

Q: Why are these dispute metrics important?

A: They help assess financial transaction risks and operational efficiency across investment institutions.

Q: How often is this data updated?

A: Typically collected and reported on a quarterly basis by financial regulators.

Q: Which institutions are included?

A: Covers mutual funds, ETFs, pension plans, and endowments in the survey.

Q: What does 'Decreased Somewhat' indicate?

A: Suggests a reduction in dispute duration or complexity in financial transactions.

Related Trends

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 Considerably

SFQ70A2TCNR

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 | 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: First In Importance

CTQ25A3MINR

30) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Separately Managed Accounts Established with Investment Advisers Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Eased Somewhat

ALLQ30ESNR

39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| E. Insurance Companies. | Answer Type: Remained Basically Unchanged

CTQ39ERBUNR

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?| B. Etfs. | Answer Type: Increased Somewhat

ALLQ21BISNR

62) Over the Past Three Months, How Have the Terms Under Which Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Tightened Considerably

SFQ62A2TCNR

Citation

U.S. Federal Reserve, Mark and Collateral Disputes (CTQ40DDSNR), retrieved from FRED.