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: Decreased Considerably
CTQ34DCNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
-100.00%
Date Range
10/1/2011 - 4/1/2025
Summary
Tracks institutional changes in separately managed account terms for 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
Measures institutional flexibility in account management terms. Reflects negotiation strategies and relationship evolution in investment advisory services.
Methodology
Surveyed from financial institutions tracking account management practices.
Historical Context
Used by regulators and financial strategists to understand market relationship trends.
Key Facts
- Tracks institutional account term variations
- Reflects negotiation complexity
- Indicates market relationship dynamics
FAQs
Q: What does CTQ34DCNR measure?
A: Measures changes in separately managed account terms for investment advisers over three months.
Q: Why are these account terms important?
A: Reveals negotiation strategies and relationship dynamics in financial services.
Q: How frequently is this data updated?
A: Typically updated quarterly to reflect recent institutional practices.
Q: Who uses this economic indicator?
A: Financial analysts, regulators, and investment strategists track these trends.
Q: What does 'Decreased Considerably' indicate?
A: Suggests significant reduction in favorable terms for investment advisers.
Related Trends
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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: 3rd Most Important
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41) Over the Past Three Months, How Have Nonprice Terms Incorporated in New or Renegotiated Otc Derivatives Master Agreements Put in Place with Your Institution's Client Changed?| C. Recognition of Portfolio or Diversification Benefits (Including from Securities Financing Trades Where Appropriate Agreements Are in Place). | Answer Type: Eased Somewhat
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50) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| A. FX. | Answer Type: Increased Somewhat
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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 | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: 3rd Most Important
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50) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| B. Interest Rate. | Answer Type: Remained Basically Unchanged
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Citation
U.S. Federal Reserve, Institutional Account Terms (CTQ34DCNR), retrieved from FRED.