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: Increased Somewhat

CTQ21DISNR • 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

Tracks financial leverage changes for endowment clients over a three-month period. Provides insights 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 measures shifts in financial leverage among endowment institutions. It reflects institutional investment appetite and risk tolerance.

Methodology

Surveyed data collected from financial institutions reporting leverage changes.

Historical Context

Used by investors and financial analysts to understand institutional investment trends.

Key Facts

  • Tracks quarterly leverage changes
  • Focuses on endowment client segments
  • Indicates institutional investment strategies

FAQs

Q: What does this series measure?

A: It tracks changes in financial leverage for endowment clients over three months. Provides insights into institutional investment strategies.

Q: Why are leverage changes important?

A: Leverage changes indicate risk appetite and investment confidence among institutional investors.

Q: How often is this data updated?

A: The series is typically updated quarterly with survey-based reporting.

Q: Who uses this economic indicator?

A: Financial analysts, investors, and institutional research teams use this data for strategic planning.

Q: What limitations exist in this data?

A: Survey-based data may have reporting delays and represent perceived rather than exact leverage changes.

Related Trends

38) How Has the Intensity of Efforts by Nonfinancial Corporations to Negotiate More Favorable Price and Nonprice Terms Changed Over the Past Three Months?| Answer Type: Increased Somewhat

CTQ38ISNR

13) To the Extent That the Price or Nonprice Terms Applied to Trading Reits Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 3rd Most Important

ALLQ13A53MINR

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: Decreased Considerably

ALLQ43ADCNR

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

CTQ33RBUNR

31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 2. Reduced Willingness of Your Institution to Take on Risk. | Answer Type: 2nd Most Important

ALLQ31A22MINR

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?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Increased Somewhat

ALLQ40FISNR

Citation

U.S. Federal Reserve, Endowment Financial Leverage (CTQ21DISNR), retrieved from FRED.