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: Remained Basically Unchanged
CTQ21CRBUNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
20.00
Year-over-Year Change
-4.76%
Date Range
10/1/2011 - 4/1/2025
Summary
Tracks financial leverage changes for pension plans across institutional transactions. Provides 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
This metric evaluates how pension plans adjust their financial leverage over quarterly periods. It reflects institutional investment behavior and risk appetite.
Methodology
Surveyed financial institutions report changes in client leverage quarterly.
Historical Context
Used by regulators and financial analysts to assess institutional investment trends.
Key Facts
- Quarterly survey of financial leverage
- Focuses on pension plan investment strategies
- Indicates institutional risk assessment
FAQs
Q: What does this financial leverage metric indicate?
A: It shows how pension plans adjust their borrowing and investment strategies over three-month periods.
Q: Why are pension plan leverage changes important?
A: They reflect institutional investment risk tolerance and market confidence.
Q: How often is this data collected?
A: The survey is conducted quarterly by financial institutions.
Q: Who uses this financial leverage data?
A: Regulators, financial analysts, and institutional investors use this information.
Q: What does 'Remained Basically Unchanged' mean?
A: Pension plans maintained similar leverage levels with minimal strategic shifts.
Related Trends
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?| D. Mutual Funds, ETFs, Pension Plans, and Endowments. | Answer Type: Increased Somewhat
CTQ40DISNR
78) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| C. Equities. | Answer Type: Increased Considerably
SFQ78CICNR
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: Tightened Considerably
ALLQ56A1TCNR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| C. Trading Reits. | Answer Type: Remained Basically Unchanged
ALLQ39CRBUNR
66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Tightened Somewhat
ALLQ66A2TSNR
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 | 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: First In Importance
CTQ37A3MINR
Citation
U.S. Federal Reserve, Pension Plan Financial Leverage (CTQ21CRBUNR), retrieved from FRED.