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.

Related Trends

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?| B. Possible Reasons for Easing | 3. Adoption of Less-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: 2nd Most Important

CTQ25B32MINR

56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Eased Considerably

ALLQ56A1ECNR

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: First in Importance

ALLQ06B5MINR

56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Remained Basically Unchanged

ALLQ56A4RBUNR

62) Over the Past Three Months, How Have the Terms Under Which Agency RMBS Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 2. Maximum Maturity. | Answer Type: Eased Considerably

SFQ62B2ECNR

56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Considerably

ALLQ56B4ECNR

Citation

U.S. Federal Reserve, Investment Leverage Trends (CTQ33ISNR), retrieved from FRED.