34) How Has the Provision of Differential Terms by Your Institution to Separately Managed Accounts Established with Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Investment Advisers Changed over the Past Three Months?| Answer Type: Decreased Considerably
ALLQ34DCNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
10/1/2011 - 1/1/2025
Summary
Examines changes in differential terms provided to separately managed accounts by financial institutions. Offers insights into institutional relationship management strategies.
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
Tracks institutional approaches to providing varied terms for investment advisers. Reflects adaptive strategies in financial service provisioning.
Methodology
Quarterly survey of financial institutions' account management practices.
Historical Context
Used by regulators to understand institutional pricing and relationship dynamics.
Key Facts
- Quarterly measurement of institutional term changes
- Indicates financial sector adaptability
- Reflects competitive relationship management
FAQs
Q: What does this economic indicator track?
A: Changes in differential terms provided to separately managed accounts by financial institutions.
Q: Why are these term changes significant?
A: Reveals institutional strategies for managing client relationships and competitive positioning.
Q: How frequently is this data collected?
A: Gathered and reported on a quarterly basis through institutional surveys.
Q: Who analyzes this economic data?
A: Financial regulators, market researchers, and institutional investment professionals.
Q: What are the data's potential limitations?
A: Represents survey-based insights and may not capture entire market complexity.
Related Trends
74) Over the Past Three Months, How Have the Terms Under Which Consumer Abs (for Example, Backed by Credit Card Receivables or Auto Loans) Are Funded Changed?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Remained Basically Unchanged
ALLQ74A1RBUNR
74) Over the Past Three Months, How Have the Terms Under Which Consumer Abs (for Example, Backed by Credit Card Receivables or Auto Loans) Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Eased Considerably
ALLQ74A2ECNR
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?| G. Consumer Abs. | Answer Type: Increased Somewhat
ALLQ78GISNR
47) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Commodity Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Remained Basically Unchanged
ALLQ47ARBUNR
70) Over the Past Three Months, How Have the Terms Under Which CMBS Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 3. Haircuts. | Answer Type: Eased Somewhat
SFQ70B3ESNR
43) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Interest Rate Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Increased Somewhat
ALLQ43AISNR
Citation
U.S. Federal Reserve, Institutional Account Terms (ALLQ34DCNR), retrieved from FRED.