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: Increased Considerably

CTQ33ICNR • 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 separately managed accounts with investment advisers. Provides critical insights 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 indicator tracks how investment advisers adjust financial leverage across managed accounts. It reflects risk management and investment approach evolution.

Methodology

Collected through quarterly surveys of financial institutions and investment advisers.

Historical Context

Used by economists to understand investment risk and leverage trends.

Key Facts

  • Quarterly tracking of investment account leverage changes
  • Indicates institutional risk appetite
  • Reflects evolving investment management strategies

FAQs

Q: What does this leverage series measure?

A: It tracks changes in financial leverage for separately managed investment accounts over three months.

Q: Why is investment leverage important?

A: Leverage indicates risk tolerance and potential investment performance strategies.

Q: How frequently is this data updated?

A: The series is updated quarterly with the latest institutional survey results.

Q: Who analyzes this economic indicator?

A: Investment analysts, risk managers, and financial policy researchers use this data.

Q: What impacts leverage changes?

A: Market conditions, institutional risk appetite, and investment performance expectations influence leverage.

Related News

Related Trends

62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Somewhat

ALLQ62A4ESNR

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 | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 3rd Most Important

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62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Remained Basically Unchanged

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42) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Fx Derivatives Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Increased Considerably

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77) Over the Past Three Months, How Have Liquidity and Functioning in the Consumer Abs Market Changed?| Answer Type: Improved Considerably

ALLQ77PNNR

66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Eased Somewhat

ALLQ66A2ESNR

Citation

U.S. Federal Reserve, Investment Leverage (CTQ33ICNR), retrieved from FRED.
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: Increased Considerably | US Economic Trends