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: Increased Somewhat
ALLQ39FISNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
-100.00%
Date Range
10/1/2011 - 1/1/2025
Summary
Tracks changes in dispute volumes for separately managed accounts with investment advisers. Provides insight into client relationship dynamics in financial services.
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 trend measures fluctuations in client disputes within investment advisory accounts. It reflects potential friction points in financial management relationships.
Methodology
Data collected through quarterly survey of financial institutions and investment advisers.
Historical Context
Used by regulators and financial firms to assess client interaction quality.
Key Facts
- Quarterly tracking of dispute volumes
- Focuses on separately managed accounts
- Indicates client-adviser relationship trends
FAQs
Q: What does this series measure?
A: Tracks changes in dispute volumes for separately managed investment accounts over three-month periods.
Q: Why are these disputes important?
A: They provide insights into potential issues in financial advisory relationships and service quality.
Q: How often is this data updated?
A: The series is updated quarterly with the latest client dispute information.
Q: Who uses this data?
A: Regulators, financial institutions, and investment advisory firms analyze these trends.
Q: What does 'increased somewhat' indicate?
A: Suggests a moderate rise in dispute volumes compared to previous reporting periods.
Related Trends
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: 3rd Most Important
CTQ31A53MINR
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 | 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: First In Importance
CTQ31A3MINR
11) Over the Past Three Months, How Have the Price Terms (for Example, Financing Rates) Offered to Trading Reits as Reflected Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Nonprice Terms?| Answer Type: Tightened Somewhat
ALLQ11TSNR
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 | 1. Maximum Amount of Funding. | Answer Type: Tightened Somewhat
ALLQ56B1TSNR
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?| E. Credit Referencing Securitized Products Including MBS and ABS. | Answer Type: Increased Considerably
OTCDQ51EICNR
79) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| E. Non-Agency RMBS. | Answer Type: Decreased Considerably
SFQ79EDCNR
Citation
U.S. Federal Reserve, Separately Managed Accounts Disputes (ALLQ39FISNR), retrieved from FRED.