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Mutual Funds, Exchange-Traded Funds, Pension Plans, and Endowments (Questions 17-22)

18) Over the past three months, how has your use of nonprice terms (for example, haircuts, maximum maturity, covenants, cure periods, cross-default provisions or other documentation features) with respect to mutual funds, etfs, pension plans, and endowments across the entire spectrum of securities financing and otc derivatives transaction types changed, regardless of price terms?


Please select a date range

    Q4 2011    
    Q2 2024
Number of Respondents
Name Q2 2024 Q1 2024 Q2 2023
Tightened Considerably
0 0 0
Tightened Somewhat
2 3 3
Remained Basically Unchanged
21 18 18
Eased Somewhat
0 1 0
Eased Considerably
0 0 0

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