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?| D. Endowments. | Answer Type: Increased Considerably
ALLQ21DICNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
10/1/2011 - 1/1/2025
Summary
Measures changes in financial leverage usage across institutional client segments. Provides critical insight into investment strategy and risk appetite.
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 institutional perspectives on leverage changes for specific client types, particularly endowments. Reflects broader investment landscape trends.
Methodology
Collected through quarterly survey of financial institutions about client leverage.
Historical Context
Used to understand institutional investment and borrowing trends.
Key Facts
- Quarterly leverage usage survey
- Focuses on endowment investment strategies
- Indicates institutional risk perspectives
FAQs
Q: What does increased leverage mean for endowments?
A: Suggests more aggressive investment strategies and potentially higher risk tolerance.
Q: How often is this data updated?
A: Collected and reported quarterly through institutional surveys.
Q: Why track endowment leverage changes?
A: Provides insights into institutional investment behavior and market sentiment.
Q: What factors might influence leverage increases?
A: Market conditions, investment opportunities, and institutional risk appetite.
Q: Are there risks with increased leverage?
A: Higher leverage can amplify potential gains but also increases potential investment losses.
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 | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Remained Basically Unchanged
ALLQ74B4RBUNR
24) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Insurance Companies Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Tightened Somewhat
CTQ24TSNR
48) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Trs Referencing Non-Securities (Such as Bank Loans, Including, for Example, Commercial and Industrial Loans and Mortgage Whole Loans) Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Increased Considerably
ALLQ48AICNR
13) To the Extent That the Price or Nonprice Terms Applied to Trading Reits Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: First in Importance
ALLQ13A1MINR
75) Over the Past Three Months, How Has Demand for Funding of Consumer Abs by Your Institution's Clients Changed?| Answer Type: Decreased Considerably
ALLQ75DCNR
30) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Separately Managed Accounts Established with Investment Advisers Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Eased Considerably
ALLQ30ECNR
Citation
U.S. Federal Reserve, Financial Leverage Changes (ALLQ21DICNR), retrieved from FRED.