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
CTQ34ISNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
1.00
Year-over-Year Change
-50.00%
Date Range
10/1/2011 - 4/1/2025
Summary
Tracks institutional changes in separately managed account terms for investment advisers. Provides insights into financial service adaptation and relationship management strategies.
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 provisioning for investment advisory relationships. Reflects nuanced financial service sector dynamics.
Methodology
Surveyed institutional responses about account term modifications over three-month periods.
Historical Context
Used by financial analysts to understand institutional investment service trends.
Key Facts
- Tracks quarterly institutional account term changes
- Reflects investment adviser relationship dynamics
- Indicates financial service sector adaptability
FAQs
Q: What does CTQ34ISNR measure?
A: Tracks changes in separately managed account terms for investment advisers over three months.
Q: Why are these account term changes important?
A: Indicates institutional flexibility and evolving financial service strategies.
Q: How frequently is this data updated?
A: Quarterly survey-based data collection and reporting.
Q: Who uses this economic indicator?
A: Financial analysts, investment managers, and institutional researchers.
Q: What limitations exist in this data?
A: Represents surveyed perceptions, not direct transactional data.
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Citation
U.S. Federal Reserve, Investment Account Provisioning (CTQ34ISNR), retrieved from FRED.