Leverage Data Collection
Purpose of this survey
Welcome to IOSCO's portal for the Investment Funds Statistics Survey.
The secure portal has been developed to allow members to share their data on the use of leverage within their jurisdiction with IOSCO in order to inform an analysis of leverage risk in investment funds globally.
As you might remember, IOSCO has published its report on measuring leverage in December 2019. This is part of a broader effort to mitigate vulnerabilities within asset management.
This portal will allow you to input your data in a secure way, on an annual basis. It will then be aggregated and analysed and will culminate in a final report every two years. For this exercise, you are asked to provide data as of 31 December 2024 by end of June 2025.
All IOSCO members are expected to participate in the data collection. However, if you are unable to collect/provide a granular breakdown of the data or believe that your asset management industry is currently of limited size and cannot pose risks to the global financial system, you can opt out of the full data collection this year. In this case, please input the total Assets under Management (AuM) of your domestic industry (in $US Millions) as this will be reported to the IOSCO Board. Further, in such a case, there will be an expectation to participate in the coming years.
In the meantime, if you have any questions, please do not hesitate to contact Nick Lombardi ([email protected]) at the IOSCO Secretariat.
Participation
Please share your details below in order for us to send you your unique login and password. Once you receive it, you will be able to input your data. You will find instructions on the following page on how to do so properly.
If you do not intend to participate in the full exercise for this year, please fill in the following information and click on the button to report only AuM of your domestic industry.