33) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Use of Financial Leverage by Separately Managed Accounts Established with Investment Advisers Changed over the Past Three Months?| Answer Type: Decreased Somewhat
ALLQ33DSNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
1.00
Year-over-Year Change
0.00%
Date Range
10/1/2011 - 1/1/2025
Summary
Measures changes in financial leverage for separately managed accounts with investment advisers. Provides insights into investment strategy and risk management trends.
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 indicator tracks shifts in leverage usage across investment advisory accounts. It helps understand institutional investment behavior and risk appetite.
Methodology
Surveyed financial institutions report changes in leverage quarterly.
Historical Context
Used by investors and financial strategists to assess investment trends.
Key Facts
- Quarterly survey-based metric
- Tracks investment adviser account leverage
- Indicates institutional investment strategies
FAQs
Q: What does this economic indicator measure?
A: It tracks changes in financial leverage for separately managed investment advisory accounts over three months.
Q: Why is investment leverage important?
A: It reveals risk appetite and investment strategies of financial institutions.
Q: How often is this data collected?
A: The data is collected and reported quarterly by financial institutions.
Q: Who uses this economic indicator?
A: Investors, financial analysts, and risk managers use this to understand market trends.
Q: What are the limitations of this indicator?
A: It relies on survey responses and represents a snapshot of reported experiences.
Related Trends
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 | 3. Adoption of Less-Stringent Market Conventions (That is, Collateral Terms and Agreements, Isda Protocols). | Answer Type: First in Importance
ALLQ37B3MINR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| C. Trading Reits. | Answer Type: Decreased Somewhat
ALLQ39CDSNR
30) 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 Separately Managed Accounts Established with Investment Advisers Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Tightened Somewhat
CTQ30TSNR
60) Over the Past Three Months, How Have the Terms Under Which Equities Are Funded (Including Through Stock Loan) Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Eased Considerably
ALLQ60A3ECNR
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 | 7. More-Aggressive Competition from Other Institutions. | Answer Type: First In Importance
CTQ25B7MINR
73) Over the Past Three Months, How Have Liquidity and Functioning in the Cmbs Market Changed?| Answer Type: Deteriorated Somewhat
ALLQ73EONR
Citation
U.S. Federal Reserve, Investment Leverage Trends (ALLQ33DSNR), retrieved from FRED.