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Discontinued — last reported Q4 '20

Products & Services · Investment Income Net

Principal Investment Income — Investment Income Net

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2016
Last reportedQ4 2020Feb 11, 2021
Rolls up toInterest Income

How to read this metric

An increase indicates strong performance of the firm's proprietary investments and successful asset appreciation, while a decrease suggests market volatility or underperformance of the underlying portfolio assets.

Detailed definition

This metric represents the net realized and unrealized gains or losses generated from the firm's own capital invested al...

Peer comparison

Comparable to 'Principal Investment Income' or 'Balance Sheet Investment Gains' reported by other large alternative asset managers like Blackstone, KKR, or Apollo, though volatility varies based on the specific asset mix and mark-to-market accounting policies.

Metric ID: cg_segment_principal_investment_income_investment_income_net

Frequently Asked Questions

What does principal investment income — investment income net mean?
The net profit or loss generated from the company's own capital invested in its managed funds.