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: First In Importance
CTQ31A2MINR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
1/1/2012 - 4/1/2025
Summary
Measures institutional risk appetite in investment management. Tracks changes in willingness to take on financial risk.
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
Indicates shifts in institutional risk management strategies for separately managed accounts. Reflects broader economic sentiment.
Methodology
Survey of financial institutions about their risk tolerance levels.
Historical Context
Used by economists to gauge financial sector risk perception.
Key Facts
- Tracks institutional risk appetite
- Reflects economic uncertainty levels
- Important for understanding financial sector health
FAQs
Q: What determines an institution's risk tolerance?
A: Economic conditions, regulatory environment, and internal risk management strategies influence risk appetite.
Q: Why do institutions change risk tolerance?
A: Economic uncertainty, market volatility, and regulatory changes can impact risk perception.
Q: How frequently is risk tolerance measured?
A: Typically surveyed quarterly to capture evolving market conditions.
Q: What does reduced risk willingness mean?
A: Institutions become more conservative in investment and lending practices.
Q: How do economic cycles affect risk tolerance?
A: During economic uncertainty, institutions typically become more risk-averse.
Related Trends
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: Remained Basically Unchanged
CTQ21CRBUNR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| G. Nonfinancial Corporations. | Answer Type: Increased Somewhat
CTQ39GISNR
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?| A. Possible Reasons for Tightening | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: 2nd Most Important
CTQ37A72MINR
41) Over the Past Three Months, How Have Nonprice Terms Incorporated in New or Renegotiated Otc Derivatives Master Agreements Put in Place with Your Institution's Client Changed?| D. Triggers and Covenants. | Answer Type: Tightened Considerably
ALLQ41DTCNR
7) How Has the Intensity of Efforts by Hedge Funds to Negotiate More-Favorable Price and Nonprice Terms Changed over the Past Three Months?| Answer Type: Increased Considerably
ALLQ07ICNR
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?| A. Initial Margin Requirements for Average Clients. | Answer Type: Decreased Somewhat
ALLQ46ADSNR
Citation
U.S. Federal Reserve, Institutional Risk Survey (CTQ31A2MINR), retrieved from FRED.