40) Over the Past Three Months, How Has the Duration and Persistence 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
CTQ40FISNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
2.00
Year-over-Year Change
0.00%
Date Range
10/1/2011 - 4/1/2025
Summary
Tracks changes in duration and persistence of mark and collateral disputes with separately managed accounts. Provides insights 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
This metric evaluates dispute characteristics in separately managed investment accounts. It helps understand client-advisor interaction complexities.
Methodology
Surveyed data collected from investment advisory institutions reporting dispute changes.
Historical Context
Used by financial regulators to monitor institutional risk management practices.
Key Facts
- Tracks dispute persistence in investment accounts
- Reflects institutional risk management trends
- Provides granular financial service insights
FAQs
Q: What does this series measure?
A: It tracks changes in mark and collateral disputes for separately managed investment accounts.
Q: Why are these dispute metrics important?
A: They help understand financial service relationship dynamics and potential risk factors.
Q: How frequently is this data updated?
A: Typically collected and reported on a quarterly basis by financial institutions.
Q: Who uses this type of data?
A: Financial regulators, risk managers, and investment advisory professionals analyze these trends.
Q: What does 'increased somewhat' indicate?
A: Suggests a moderate rise in dispute duration or complexity in managed accounts.
Related Trends
21) Considering the Entire Range of Transactions Facilitated by Your Institution, How Has the Use of Financial Leverage by Each of the Following Types of Clients Changed Over the Past Three Months?| C. Pension Plans. | Answer Type: Increased Considerably
CTQ21CICNR
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?| B. Possible Reasons for Easing | 2. Increased Willingness of Your Institution to Take on Risk. | Answer Type: 3rd Most Important
CTQ37B23MINR
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: First in Importance
ALLQ19B3MINR
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 | 4. Higher Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important
CTQ31A42MINR
62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Tightened Somewhat
ALLQ62A2TSNR
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?| B. Possible Reasons for Easing | 5. Increased Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 3rd Most Important
ALLQ37B53MINR
Citation
U.S. Federal Reserve, Separately Managed Accounts Dispute Duration (CTQ40FISNR), retrieved from FRED.