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: Remained Basically Unchanged
CTQ33RBUNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
18.00
Year-over-Year Change
-10.00%
Date Range
10/1/2011 - 4/1/2025
Summary
Examines changes in financial leverage for separately managed accounts with investment advisers. Provides 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 metric tracks fluctuations in financial leverage across investment advisory account relationships. It reflects institutional risk management approaches.
Methodology
Collected through quarterly institutional survey responses about leverage usage.
Historical Context
Used by financial analysts to understand investment risk and leverage trends.
Key Facts
- Quarterly tracking of investment account leverage
- Reflects institutional investment risk strategies
- Indicates stability in financial leverage practices
FAQs
Q: What does this economic indicator measure?
A: It tracks changes in financial leverage for separately managed investment advisory accounts.
Q: Why is leverage important in investment management?
A: Leverage indicates risk appetite and potential return strategies for institutional investors.
Q: How frequently is this data updated?
A: The series is updated quarterly through institutional surveys.
Q: Who analyzes this economic data?
A: Financial analysts, risk managers, and investment researchers use this information.
Q: What does 'Remained Basically Unchanged' mean?
A: It suggests consistent leverage practices in investment advisory accounts during the reporting period.
Related Trends
74) Over the Past Three Months, How Have the Terms Under Which Consumer Abs (for Example, Backed by Credit Card Receivables or Auto Loans) Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 1. Maximum Amount of Funding. | Answer Type: Tightened Somewhat
ALLQ74B1TSNR
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: First In Importance
CTQ25B3MINR
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 Clients Changed?| D. Triggers and Covenants. | Answer Type: Eased Somewhat
OTCDQ41DESNR
40) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| E. Insurance Companies. | Answer Type: Increased Considerably
CTQ40EICNR
51) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| B. Interest Rate. | Answer Type: Increased Somewhat
ALLQ51BISNR
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 | 4. Higher Internal Treasury Charges for Funding. | Answer Type: 3rd Most Important
ALLQ37A43MINR
Citation
U.S. Federal Reserve, Investment Leverage (CTQ33RBUNR), retrieved from FRED.