32) How Has the Intensity of Efforts by Investment Advisers to Negotiate More-Favorable Price and Nonprice Terms on Behalf of Separately Managed Accounts Changed Over the Past Three Months?| Answer Type: Increased Somewhat
CTQ32ISNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
2.00
Year-over-Year Change
N/A%
Date Range
10/1/2011 - 4/1/2025
Summary
Measures changes in investment advisers' negotiation efforts for separately managed accounts. Provides insights into investment 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
This indicator tracks the intensity of price and non-price term negotiations in investment advisory services. It reflects market competitiveness and client representation.
Methodology
Survey-based data collection from investment advisory firms tracking negotiation strategies.
Historical Context
Used by investors and financial analysts to understand advisory service dynamics.
Key Facts
- Reflects investment adviser negotiation strategies
- Indicates market competitiveness in financial services
- Provides insight into client representation efforts
FAQs
Q: What does this economic indicator measure?
A: It tracks changes in investment advisers' efforts to negotiate account terms over three months.
Q: Why are these negotiations important?
A: They reveal the competitiveness and client representation strategies in investment management.
Q: How is this data collected?
A: Through surveys of investment advisory firms tracking negotiation intensity.
Q: Who uses this economic indicator?
A: Investors, financial analysts, and market researchers use it to understand advisory services.
Q: How frequently is this data updated?
A: Typically updated quarterly based on survey responses from investment advisory firms.
Related Trends
19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 6. Worsening in General Market Liquidity and Functioning. | Answer Type: First In Importance
CTQ19A6MINR
62) Over the Past Three Months, How Have the Terms Under Which Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Tightened Somewhat
SFQ62A3TSNR
62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Eased Somewhat
ALLQ62A1ESNR
22) How Has the Provision of Differential Terms by Your Institution to Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Mutual Funds, Etfs, Pension Plans, and Endowments Changed over the Past Three Months?| Answer Type: Decreased Considerably
ALLQ22DCNR
37) To the Extent That the Price or Nonprice Terms Applied to Nonfinancial Corporations Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 35 and 36), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: 2nd Most Important
ALLQ37B62MINR
60) Over the Past Three Months, How Have the Terms Under Which Equities Are Funded (Including Through Stock Loan) Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 1. Maximum Amount of Funding. | Answer Type: Eased Somewhat
SFQ60B1ESNR
Citation
U.S. Federal Reserve, Investment Adviser Negotiation Intensity (CTQ32ISNR), retrieved from FRED.