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?| D. Endowments. | Answer Type: Increased Somewhat
ALLQ21DISNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
10/1/2011 - 1/1/2025
Summary
Measures changes in financial leverage for endowment investments over three-month periods. Provides critical insight into institutional investment 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
Tracks endowment institutions' use of financial leverage and investment approach modifications. Reflects institutional investment risk appetite.
Methodology
Collected through quarterly survey of financial institutions about client leverage.
Historical Context
Used to understand endowment investment behavior and risk management.
Key Facts
- Quarterly institutional leverage assessment
- Focuses on endowment investment strategies
- Indicates changing risk management approaches
FAQs
Q: What does this economic indicator track?
A: Changes in financial leverage for endowment investments over three-month periods.
Q: How is leverage measured?
A: Through survey responses about changes in financial leverage usage.
Q: Why track endowment leverage?
A: Provides insights into institutional investment risk and strategy adaptations.
Q: Who finds this data useful?
A: Investment managers, financial researchers, and policy analysts use this information.
Q: What are the data's limitations?
A: Represents survey perceptions, not direct transactional data about leverage.
Related Trends
25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), 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
CTQ25B62MINR
51) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| B. Interest Rate. | Answer Type: Remained Basically Unchanged
OTCDQ51BRBUNR
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 | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: 2nd Most Important
CTQ31B62MINR
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 | 6. Worsening in General Market Liquidity and Functioning. | Answer Type: 3rd Most Important
CTQ37A63MINR
56) Over the Past Three Months, How Have the Terms Under Which High-Yield 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
ALLQ56B4ECNR
44) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Equity Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Increased Somewhat
ALLQ44AISNR
Citation
U.S. Federal Reserve, Endowment Leverage Trends (ALLQ21DISNR), retrieved from FRED.