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: Increased Somewhat
CTQ21CISNR • 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 pension plans over recent quarters. Provides critical insight into institutional investment strategies and risk management.
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 pension plans adjust their financial leverage across different market conditions. Indicates institutional investment trends.
Methodology
Collected through survey of financial institutions about client leverage changes.
Historical Context
Used to assess institutional investment risk and market adaptation strategies.
Key Facts
- Indicates somewhat increased leverage for pension plans
- Reflects quarterly changes in institutional investment approaches
- Provides insight into pension fund risk management
FAQs
Q: What does increased leverage mean for pension plans?
A: Suggests pension plans are taking on more financial risk to potentially enhance returns. Indicates changing investment strategies.
Q: Why track pension plan leverage?
A: Helps understand institutional investment behavior and potential market risk levels.
Q: How often is leverage measured?
A: Surveyed quarterly to capture recent changes in investment approaches.
Q: What factors influence leverage changes?
A: Market conditions, interest rates, and investment opportunities can impact leverage decisions.
Q: Are there risks with increased leverage?
A: Higher leverage can increase potential returns but also amplifies potential investment losses.
Related Trends
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: Remained Basically Unchanged
OTCDQ41DRBUNR
44) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Equity Derivatives Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Increased Somewhat
OTCDQ44BISNR
69) Over the Past Three Months, How Have Liquidity and Functioning in the Non-Agency RMBS Market Changed?| Answer Type: Deteriorated Somewhat
SFQ69EONR
66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Eased Somewhat
ALLQ66A1ESNR
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?| B. Possible Reasons for Easing | 7. More-Aggressive Competition from Other Institutions. | Answer Type: 2nd Most Important
CTQ19B72MINR
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 | 2. Reduced Willingness of Your Institution to Take on Risk. | Answer Type: 3rd Most Important
CTQ37A23MINR
Citation
U.S. Federal Reserve, Institutional Leverage Survey (CTQ21CISNR), retrieved from FRED.