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: Remained Basically Unchanged
CTQ21ARBUNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
20.00
Year-over-Year Change
0.00%
Date Range
10/1/2011 - 4/1/2025
Summary
Tracks financial leverage changes in mutual funds over a three-month period. Provides insight into institutional investment strategies and market stability.
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 leverage trends among mutual funds, reflecting potential risk appetite and investment dynamics in financial markets.
Methodology
Collected through survey responses from financial institutions about client leverage.
Historical Context
Used by regulators and investors to assess financial market risk and investment trends.
Key Facts
- Measures institutional investment leverage
- Quarterly survey-based metric
- Indicates market risk perception
FAQs
Q: What does this financial leverage metric indicate?
A: It shows how mutual funds are using leverage in their investment strategies over a three-month period.
Q: Why is mutual fund leverage important?
A: Leverage can amplify investment returns but also increases potential financial risk.
Q: How often is this data collected?
A: The metric is updated quarterly through institutional surveys.
Q: Who uses this financial leverage data?
A: Regulators, investors, and financial analysts use this to assess market conditions.
Q: What does 'remained basically unchanged' mean?
A: It suggests stable leverage practices with minimal significant shifts in investment strategies.
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Related Trends
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 | 4. Lower Internal Treasury Charges for Funding. | Answer Type: First In Importance
CTQ19B4MINR
43) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Interest Rate Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Remained Basically Unchanged
ALLQ43ARBUNR
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: 3rd Most Important
ALLQ19B33MINR
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?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Tightened Somewhat
ALLQ74A1TSNR
62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Considerably
ALLQ62A4TCNR
62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Remained Basically Unchanged
ALLQ62A4RBUNR
Citation
U.S. Federal Reserve, Mutual Funds Leverage Transactions (CTQ21ARBUNR), retrieved from FRED.