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?| B. Possible Reasons for Easing | 4. Lower Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important
ALLQ19B42MINR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
1/1/2012 - 1/1/2025
Summary
Tracks institutional perspectives on pricing and funding terms for financial products. Provides insight into internal treasury cost dynamics for mutual funds and investment vehicles.
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
Measures changes in financial product pricing and funding conditions across institutional investment platforms. Reflects internal cost management strategies.
Methodology
Collected through quarterly survey responses from financial institutions.
Historical Context
Used to assess institutional funding and pricing strategy trends.
Key Facts
- Quarterly survey-based metric
- Focuses on internal funding costs
- Reflects institutional pricing strategies
FAQs
Q: What does this economic indicator measure?
A: Tracks changes in internal treasury funding charges for financial products across institutions.
Q: How frequently is this data collected?
A: Collected quarterly through institutional surveys on financial pricing terms.
Q: Why are lower internal treasury charges significant?
A: Indicates potential cost reductions that could improve investment product competitiveness.
Q: How do lower treasury charges impact investors?
A: May lead to more attractive pricing and potentially lower fees for financial products.
Q: What limitations exist in this data?
A: Represents subjective institutional responses and may not capture entire market dynamics.
Related Trends
36) 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 Nonfinancial Corporations Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Tightened Considerably
CTQ36TCNR
31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: First in Importance
ALLQ31A5MINR
44) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Equity Derivatives Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Increased Somewhat
OTCDQ44BISNR
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: Decreased Considerably
ALLQ21BDCNR
71) Over the Past Three Months, How Has Demand for Funding of Cmbs by Your Institution's Clients Changed?| Answer Type: Decreased Considerably
ALLQ71DCNR
66) Over the Past Three Months, How Have the Terms Under Which Non-Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Eased Somewhat
SFQ66A2ESNR
Citation
U.S. Federal Reserve, Financial Leverage Pricing Terms (ALLQ19B42MINR), retrieved from FRED.