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: Remained Basically Unchanged
ALLQ33RBUNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
19.00
Year-over-Year Change
-5.00%
Date Range
10/1/2011 - 1/1/2025
Summary
Tracks financial leverage trends in separately managed accounts through investment adviser transactions. Provides insight into institutional investment strategies and risk management.
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 changes in financial leverage for separately managed accounts. It reflects institutional investment behavior and risk appetite.
Methodology
Survey-based data collection from financial institutions tracking client investment strategies.
Historical Context
Used by regulators and investors to understand institutional investment risk dynamics.
Key Facts
- Measures institutional investment leverage trends
- Quarterly survey-based metric
- Indicates investment risk management strategies
FAQs
Q: What does this financial leverage metric indicate?
A: It shows how investment advisers are using financial leverage in managed accounts. Helps understand institutional investment risk strategies.
Q: How often is this data updated?
A: The metric is typically updated quarterly through institutional surveys.
Q: Why is financial leverage important?
A: Leverage indicates potential investment risk and institutional investment strategies.
Q: Who uses this financial data?
A: Regulators, investors, and financial analysts use this to assess market risk.
Q: What does 'remained basically unchanged' mean?
A: Suggests stable leverage usage in separately managed accounts during the survey period.
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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 | 5. Increased Availability of Balance Sheet or Capital at Your Institution. | Answer Type: First in Importance
ALLQ37B5MINR
6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), 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
CTQ06B53MINR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| E. Insurance Companies. | Answer Type: Decreased Considerably
CTQ39EDCNR
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: Decreased Somewhat
ALLQ21DDSNR
74) Over the Past Three Months, How Have the Terms Under Which Consumer Abs (for Example, Backed by Credit Card Receivables or Auto Loans) Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 2. Maximum Maturity. | Answer Type: Eased Somewhat
ALLQ74B2ESNR
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?| A. Mutual Funds. | Answer Type: Increased Somewhat
CTQ21AISNR
Citation
U.S. Federal Reserve, Separately Managed Accounts Leverage (ALLQ33RBUNR), retrieved from FRED.