Morgan Stanley Investment Program, Proportional Amortization Method, Elected, Income Tax Credit And Other Income Tax Benefit, After Amortization Expense, Including Other Income increased by 15.4% to $15.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 15.4%, from $13.00M to $15.00M. This is a positive signal — higher values indicate stronger performance for this metric.
An increase indicates higher net returns from the firm's tax-advantaged investment strategy.
Represents the net financial benefit, including tax credits and other income, derived from investment programs using the...
A summary metric for evaluating the net effectiveness of tax-advantaged investment portfolios.
other_investment_program_proportional_amortization_metho_5b295d| Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $10.00M | $10.00M | $10.00M | $10.00M | $15.50M | $15.50M | $15.50M | $15.50M | $13.00M | $15.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +55.0% | +0.0% | +0.0% | +0.0% | -16.1% | +15.4% |
| YoY Change | — | — | — | — | +55.0% | +55.0% | +55.0% | +55.0% | -16.1% | +15.4% |