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
CTQ34RBUNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
17.00
Year-over-Year Change
-5.56%
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 potential shifts in advisory relationship structures.
Methodology
Survey-based data collection from financial institutions tracking account management practices.
Historical Context
Used to understand evolving investment advisory relationship standards.
Key Facts
- Tracks institutional account term variations
- Reflects advisory relationship dynamics
- Provides quarterly institutional insights
FAQs
Q: What does this series measure?
A: Tracks changes in separately managed account terms for investment advisers over three-month periods.
Q: Why are these account terms important?
A: Reveals institutional flexibility and relationship management strategies in financial services.
Q: How often is this data updated?
A: Quarterly survey-based data collection provides periodic insights.
Q: Who uses this economic indicator?
A: Financial analysts, investment firms, and regulatory bodies track these relationship dynamics.
Q: What does 'Remained Basically Unchanged' indicate?
A: Suggests stability in institutional account management practices during the reporting period.
Related Trends
52) Over the Past Three Months, How Have the Terms Under Which High-Grade Corporate Bonds Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Considerably
ALLQ52B4ECNR
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 | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: 2nd Most Important
CTQ19B62MINR
66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs 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
ALLQ66B1TSNR
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?| B. Possible Reasons for Easing | 4. Lower Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important
ALLQ31B42MINR
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?| C. Equity. | Answer Type: Increased Considerably
ALLQ50CICNR
62) Over the Past Three Months, How Have the Terms Under Which Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Tightened Considerably
SFQ62A3TCNR
Citation
U.S. Federal Reserve, Separately Managed Account Terms (CTQ34RBUNR), retrieved from FRED.