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: Remained Basically Unchanged

ALLQ34RBUNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

19.00

Year-over-Year Change

-5.00%

Date Range

10/1/2011 - 1/1/2025

Summary

Tracks institutional changes in differential terms for separately managed accounts with investment advisers. Provides insight 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 examines institutional adaptations in account management terms across investment advisory relationships. It reflects nuanced financial service interactions.

Methodology

Collected through quarterly institutional survey responses about account management practices.

Historical Context

Used by financial regulators to understand institutional investment account management trends.

Key Facts

  • Quarterly tracking of institutional account management
  • Focuses on relationship-based financial service terms
  • Indicates stability in advisory account practices

FAQs

Q: What does this series measure?

A: It tracks changes in differential terms for separately managed investment advisory accounts across financial institutions.

Q: Why are these account terms important?

A: They reveal how financial institutions adapt relationship-based services and manage investment advisory accounts.

Q: How often is this data updated?

A: The series is updated quarterly through institutional surveys.

Q: Who uses this economic indicator?

A: Financial regulators, researchers, and institutional investment professionals analyze these trends.

Q: What does 'Remained Basically Unchanged' indicate?

A: It suggests stability in institutional account management practices during the reporting period.

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Citation

U.S. Federal Reserve, Institutional Account Terms (ALLQ34RBUNR), retrieved from FRED.