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: Increased Considerably
CTQ34ICNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
10/1/2011 - 4/1/2025
Summary
Measures changes in differential terms for separately managed investment accounts. Provides insights into evolving investment advisory relationships and market 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 indicator tracks modifications in investment account terms for top-tier advisers. It reflects shifting institutional investment landscapes.
Methodology
Surveyed from financial institutions tracking investment account arrangements.
Historical Context
Used by investment professionals to understand advisory relationship trends.
Key Facts
- Indicates significant changes in advisory terms
- Reflects investment management market dynamics
- Important for understanding institutional relationships
FAQs
Q: What does this economic indicator track?
A: Measures changes in terms for separately managed investment accounts with top-tier advisers.
Q: Why are these investment account terms significant?
A: Reveals evolving dynamics in financial advisory relationships and institutional investment strategies.
Q: How can investors use this information?
A: Understand shifting market conditions and potential investment management trends.
Q: What factors influence these terms?
A: Relationship breadth, duration, and overall institutional investment landscape.
Q: What are the data collection limitations?
A: Represents a specific subset of investment advisory relationships and may not capture entire market.
Related Trends
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
52) Over the Past Three Months, How Have the Terms Under Which High-Grade Corporate Bonds Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 3. Haircuts. | Answer Type: Remained Basically Unchanged
ALLQ52B3RBUNR
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: Decreased Considerably
ALLQ32DCNR
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 | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: 2nd Most Important
CTQ19A72MINR
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: Eased Somewhat
SFQ56B2ESNR
44) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Equity Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Remained Basically Unchanged
OTCDQ44ARBUNR
Citation
U.S. Federal Reserve, Investment Advisory Account Terms (CTQ34ICNR), retrieved from FRED.