Discontinued — last reported Q1 '18

Consolidation · Investment Income Investment Expense

Operating Segments — Investment Income Investment Expense

Analysis

StatementSegment
CategoryEfficiency
SignalLower is better
VolatilityModerate
First reportedQ1 2013
Last reportedQ1 2018May 7, 2018

How to read this metric

An increase relative to investment income may indicate rising costs of leverage or less efficient portfolio management.

Detailed definition

Costs directly associated with managing and maintaining the investment portfolio, such as custodial fees, research costs...

Peer comparison

Often reported as 'Investment Expenses' or 'Direct Portfolio Costs' by asset managers.

Metric ID: ares_segment_operating_segments_investment_income_investment_expense

Frequently Asked Questions

What does operating segments — investment income investment expense mean?
The direct costs incurred to manage and maintain the segment's investment portfolio.