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: Remained Basically Unchanged

CTQ21DRBUNR • 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 changes in financial leverage usage by endowments over three months. Provides critical insight into institutional 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 metric evaluates how endowments adjust their financial leverage and borrowing approaches. Reflects institutional investment risk management.

Methodology

Collected through survey of financial institutions tracking institutional leverage.

Historical Context

Used by researchers and investment professionals to understand endowment strategies.

Key Facts

  • Reflects endowment investment risk approaches
  • Indicates institutional financial strategies
  • Important for understanding nonprofit investment trends

FAQs

Q: What does financial leverage mean for endowments?

A: It represents borrowing to increase potential investment returns. Reflects risk management and investment strategy.

Q: Why track endowment leverage changes?

A: Provides insights into institutional investment approaches and risk tolerance. Helps understand broader market trends.

Q: How often are leverage changes measured?

A: Typically surveyed quarterly to capture evolving investment strategies. Provides timely market snapshot.

Q: Who uses this data?

A: Investment researchers, financial analysts, and institutional investors track these metrics.

Q: What does 'Remained Basically Unchanged' indicate?

A: Suggests stable investment strategies during the survey period. Implies consistent risk management approaches.

Related News

Related Trends

26) How Has the Intensity of Efforts by Insurance Companies to Negotiate More Favorable Price and Nonprice Terms Changed over the Past Three Months?| Answer Type: Increased Somewhat

ALLQ26ISNR

25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: First in Importance

ALLQ25A1MINR

66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Remained Basically Unchanged

ALLQ66A3RBUNR

78) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| F. CMBS. | Answer Type: Decreased Considerably

SFQ78FDCNR

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

75) Over the Past Three Months, How Has Demand for Funding of Consumer Abs by Your Institution's Clients Changed?| Answer Type: Increased Considerably

ALLQ75ICNR

Citation

U.S. Federal Reserve, Endowment Leverage Changes (CTQ21DRBUNR), retrieved from FRED.