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?| C. Pension Plans. | Answer Type: Decreased Somewhat

CTQ21CDSNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

1.00

Year-over-Year Change

N/A%

Date Range

10/1/2011 - 4/1/2025

Summary

Tracks changes in financial leverage for pension plans across financial institutions. Provides insight into institutional risk management and 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

This trend measures how pension plans adjust their financial leverage over quarterly periods. It reflects institutional investment behavior and risk assessment.

Methodology

Surveyed financial institutions report quarterly changes in client leverage levels.

Historical Context

Used by regulators and investors to understand institutional risk management trends.

Key Facts

  • Quarterly institutional leverage assessment
  • Reflects pension plan investment strategies
  • Important risk management indicator

FAQs

Q: What does this series measure?

A: It tracks changes in financial leverage for pension plans across financial institutions quarterly.

Q: Why are leverage changes important?

A: Leverage changes indicate investment risk and institutional financial strategies.

Q: How often is this data updated?

A: The series is updated quarterly based on institutional surveys.

Q: Who uses this economic indicator?

A: Regulators, investors, and financial analysts use this to assess institutional risk.

Q: What does 'decreased somewhat' mean?

A: Indicates a modest reduction in financial leverage for pension plan investments.

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 | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: 2nd Most Important

ALLQ37B62MINR

45) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Credit Derivatives Referencing Corporates (Single-Name Corporates or Corporate Indexes) Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Increased Considerably

OTCDQ45BICNR

34) How Has the Provision of Differential Terms by Your Institution to Separately Managed Accounts Established with Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Investment Advisers Changed over the Past Three Months?| Answer Type: Remained Basically Unchanged

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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?| A. Possible Reasons for Tightening | 6. Worsening in General Market Liquidity and Functioning. | Answer Type: 3rd Most Important

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40) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| D. Mutual Funds, Etfs, Pension Plans, and Endowments. | Answer Type: Increased Considerably

ALLQ40DICNR

15) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Use of Financial Leverage by Trading REITs Changed Over the Past Three Months?| Answer Type: Remained Basically Unchanged

CTQ15RBUNR

Citation

U.S. Federal Reserve, Pension Plan Leverage Changes (CTQ21CDSNR), retrieved from FRED.