22) How Has the Provision of Differential Terms by Your Institution to Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Mutual Funds, ETFs, Pension Plans, and Endowments Changed Over the Past Three Months?| Answer Type: Decreased Considerably
CTQ22DCNR • 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 provided to institutional investors across various financial products. Captures nuanced shifts in institutional 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 indicator tracks how financial institutions modify terms for mutual funds, ETFs, pension plans, and endowments. It reflects competitive financial service strategies.
Methodology
Quarterly survey of financial institutions reporting changes in client relationship terms.
Historical Context
Used to understand evolving institutional investment service landscapes.
Key Facts
- Quarterly assessment of institutional financial terms
- Covers multiple investment vehicle types
- Indicates competitive dynamics in financial services
FAQs
Q: What does 'decreased considerably' indicate?
A: Suggests significant reduction in favorable terms for institutional investors across different investment vehicles.
Q: Which investors are included in this survey?
A: Mutual funds, ETFs, pension plans, and endowments are the primary focus of this indicator.
Q: How frequently is this data collected?
A: The series is updated quarterly to capture current financial service trends.
Q: Why are changing terms important?
A: They reflect competitive pressures and strategic shifts in institutional financial services.
Q: What does 'differential terms' mean?
A: Refers to unique financial conditions based on relationship breadth, duration, and extent.
Related Trends
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?| A. Possible Reasons for Tightening | 4. Higher Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important
ALLQ25A42MINR
78) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| B. High-Yield Corporate Bonds. | Answer Type: Decreased Somewhat
SFQ78BDSNR
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 | 3. Adoption of Less-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: 2nd Most Important
CTQ19B32MINR
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
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?| C. Equity. | Answer Type: Increased Somewhat
ALLQ51CISNR
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?| D. Credit Referencing Corporates. | Answer Type: Decreased Considerably
OTCDQ51DDCNR
Citation
U.S. Federal Reserve, Institutional Terms Changes (CTQ22DCNR), retrieved from FRED.