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: Increased Somewhat
CTQ21CISNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
10/1/2011 - 4/1/2025
Summary
Measures changes in financial leverage for pension plans over recent quarters. Provides critical 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
Tracks how pension plans adjust their financial leverage across different market conditions. Indicates institutional investment trends.
Methodology
Collected through survey of financial institutions about client leverage changes.
Historical Context
Used to assess institutional investment risk and market adaptation strategies.
Key Facts
- Indicates somewhat increased leverage for pension plans
- Reflects quarterly changes in institutional investment approaches
- Provides insight into pension fund risk management
FAQs
Q: What does increased leverage mean for pension plans?
A: Suggests pension plans are taking on more financial risk to potentially enhance returns. Indicates changing investment strategies.
Q: Why track pension plan leverage?
A: Helps understand institutional investment behavior and potential market risk levels.
Q: How often is leverage measured?
A: Surveyed quarterly to capture recent changes in investment approaches.
Q: What factors influence leverage changes?
A: Market conditions, interest rates, and investment opportunities can impact leverage decisions.
Q: Are there risks with increased leverage?
A: Higher leverage can increase potential returns but also amplifies potential investment losses.
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Related Trends
9) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Availability of Additional (and Currently Unutilized) Financial Leverage Under Agreements Currently in Place with Hedge Funds (for Example, Under Prime Broker, Warehouse Agreements, and Other Committed but Undrawn or Partly Drawn Facilities) Changed over the Past Three Months?| Answer Type: Increased Somewhat
ALLQ09ISNR
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: 2nd Most Important
CTQ06B52MINR
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?| A. Dealers and Other Financial Intermediaries. | Answer Type: Remained Basically Unchanged
CTQ40ARBUNR
77) Over the Past Three Months, How Have Liquidity and Functioning in the Consumer ABS Market Changed?| Answer Type: Improved Somewhat
SFQ77MONR
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?| G. Nonfinancial Corporations. | Answer Type: Remained Basically Unchanged
ALLQ40GRBUNR
46) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Credit Derivatives Referencing Securitized Products (Such as Specific ABS or MBS Tranches and Associated Indexes) Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Increased Somewhat
OTCDQ46BISNR
Citation
U.S. Federal Reserve, Institutional Leverage Survey (CTQ21CISNR), retrieved from FRED.