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?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Decreased Considerably

ALLQ40FDCNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

1.00

Year-over-Year Change

N/A%

Date Range

10/1/2011 - 1/1/2025

Summary

This economic indicator tracks changes in the duration and persistence of mark and collateral disputes within separately managed accounts established with investment advisers. The trend provides insights into financial service interactions and potential resolution efficiency in investment management.

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

The metric reflects the evolving dynamics of dispute resolution in investment advisory relationships, specifically focusing on how quickly and effectively mark and collateral disputes are being addressed. Economists use this data to understand potential friction points in financial service transactions and client-advisor interactions.

Methodology

Data is likely collected through surveys and reporting mechanisms from investment advisory firms, tracking the changes in dispute resolution timelines and characteristics.

Historical Context

This trend is used to assess financial service quality, operational efficiency, and potential regulatory compliance in investment management practices.

Key Facts

  • Focuses on separately managed investment accounts
  • Tracks changes in dispute duration and persistence
  • Provides insights into financial service efficiency

FAQs

Q: What does this economic indicator measure?

A: It measures changes in the duration and persistence of mark and collateral disputes in separately managed investment accounts over a three-month period.

Q: Why are mark and collateral disputes important?

A: These disputes can indicate potential inefficiencies or communication challenges in investment management relationships, which can impact overall financial service quality.

Q: How is this data collected?

A: The data is likely gathered through systematic surveys and reporting mechanisms from investment advisory firms tracking dispute resolution characteristics.

Q: What does a 'Decreased Considerably' result suggest?

A: A significant decrease suggests improved dispute resolution processes, more efficient communication, or potentially clearer contractual frameworks in investment advisory relationships.

Q: How frequently is this data updated?

A: The indicator appears to be tracked on a quarterly basis, providing a periodic snapshot of dispute resolution trends in investment management.

Related Trends

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?| D. Endowments. | Answer Type: Increased Considerably

CTQ21DICNR

45) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Credit Derivatives Referencing Corporates (Single-Name Corporates or Corporate Indexes) Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Remained Basically Unchanged

OTCDQ45BRBUNR

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 Considerably

CTQ30ECNR

56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 2. Maximum Maturity. | Answer Type: Tightened Somewhat

SFQ56B2TSNR

51) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| D. Credit Referencing Corporates. | Answer Type: Remained Basically Unchanged

ALLQ51DRBUNR

66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 2. Maximum Maturity. | Answer Type: Remained Basically Unchanged

ALLQ66B2RBUNR

Citation

U.S. Federal Reserve, 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?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Decreased Considerably [ALLQ40FDCNR], retrieved from FRED.

Last Checked: 8/1/2025