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 Somewhat
ALLQ34ISNR • 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
Tracks institutional changes in differential terms for separately managed accounts with investment advisers. Provides insights into financial service relationship 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 metric evaluates how financial institutions modify account terms based on relationship breadth and duration. It reflects adaptive strategies in investment management.
Methodology
Collected through quarterly institutional surveys of financial service providers.
Historical Context
Used by regulators and financial analysts to understand investment account management trends.
Key Facts
- Quarterly tracking of institutional account term modifications
- Reflects relationship-based financial service strategies
- Indicates adaptive institutional practices
FAQs
Q: What does this series measure?
A: It tracks changes in differential account terms for investment advisers over three-month periods.
Q: Why are these account term changes important?
A: They reveal how financial institutions adapt to client relationships and market conditions.
Q: How often is this data updated?
A: The series is updated quarterly with the most recent institutional survey data.
Q: Who uses this economic indicator?
A: Financial analysts, regulators, and investment management professionals use this data.
Q: What factors influence these term changes?
A: Relationship duration, account breadth, and market conditions impact institutional strategies.
Related Trends
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?| A. Possible Reasons for Tightening | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: First In Importance
CTQ37A7MINR
56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Eased Considerably
SFQ56A2ECNR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| G. Nonfinancial Corporations. | Answer Type: Increased Considerably
ALLQ39GICNR
38) How Has the Intensity of Efforts by Nonfinancial Corporations to Negotiate More Favorable Price and Nonprice Terms Changed Over the Past Three Months?| Answer Type: Increased Considerably
CTQ38ICNR
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?| A. Fx. | Answer Type: Increased Somewhat
ALLQ51AISNR
25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 4. Lower Internal Treasury Charges for Funding. | Answer Type: First in Importance
ALLQ25B4MINR
Citation
U.S. Federal Reserve, Institutional Account Terms (ALLQ34ISNR), retrieved from FRED.