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 Somewhat
CTQ33ISNR • 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 insights into investment strategy trends.
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 investment leverage has changed for managed accounts over three months. Indicates potential shifts in investment risk appetite.
Methodology
Surveyed from financial institutions reporting on investment account trends.
Historical Context
Used by investors to understand institutional investment strategies.
Key Facts
- Reflects institutional investment leverage changes
- Indicates potential risk management strategies
- Important for understanding investment trends
FAQs
Q: What does 'increased somewhat' indicate?
A: Suggests a moderate rise in financial leverage for managed investment accounts.
Q: Why track investment leverage?
A: Provides insights into risk appetite and investment strategies of financial institutions.
Q: How is this data collected?
A: Through surveys of financial institutions and investment advisers.
Q: What do changes in leverage mean?
A: Can indicate changing market confidence and investment risk perceptions.
Q: How frequently is this data updated?
A: Typically reported quarterly as part of financial market surveys.
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Related Trends
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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 | 6. Worsening in General Market Liquidity and Functioning. | Answer Type: 3rd Most Important
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72) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of Cmbs by Your Institution's Clients Changed?| Answer Type: Increased Somewhat
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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?| B. Possible Reasons for Easing | 3. Adoption of Less-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: 3rd Most Important
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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 | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: First In Importance
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Citation
U.S. Federal Reserve, Investment Leverage Trends (CTQ33ISNR), retrieved from FRED.