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: Decreased Considerably
CTQ33DCNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
-100.00%
Date Range
10/1/2011 - 4/1/2025
Summary
Tracks financial leverage changes in separately managed accounts through investment advisers. Provides insight into institutional investment risk management 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 evaluates shifts in leverage usage by investment accounts. It reflects institutional investor risk appetite and market confidence.
Methodology
Surveyed data from financial institutions tracking client account leverage trends.
Historical Context
Used by regulators and financial analysts to assess market risk dynamics.
Key Facts
- Indicates institutional investment risk trends
- Reflects market sentiment changes
- Important for financial risk assessment
FAQs
Q: What does this financial leverage metric measure?
A: Tracks changes in leverage usage by separately managed investment accounts over three months.
Q: Why is this data important?
A: Provides insights into institutional investor risk strategies and market confidence levels.
Q: How frequently is this data updated?
A: Typically updated quarterly with current market transaction information.
Q: Who uses this financial leverage data?
A: Regulators, financial analysts, and institutional investors monitor these trends.
Q: What does 'decreased considerably' indicate?
A: Suggests significant reduction in financial leverage across investment accounts.
Related Trends
43) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Interest Rate Derivatives Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Remained Basically Unchanged
OTCDQ43BRBUNR
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?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Increased Considerably
ALLQ40FICNR
9) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Availability of Additional (and Currently Unutilized) Financial Leverage Under Agreements Currently in Place with Hedge Funds (for Example, Under Prime Broker, Warehouse Agreements, and Other Committed but Undrawn or Partly Drawn Facilities) Changed over the Past Three Months?| Answer Type: Increased Considerably
ALLQ09ICNR
62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Eased Somewhat
ALLQ62A3ESNR
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 | 2. Reduced Willingness of Your Institution to Take on Risk. | Answer Type: First In Importance
CTQ31A2MINR
59) Over the Past Three Months, How Have Liquidity and Functioning in the High-Yield Corporate Bond Market Changed?| Answer Type: Deteriorated Considerably
SFQ59TNNR
Citation
U.S. Federal Reserve, Financial Leverage Transactions (CTQ33DCNR), retrieved from FRED.