Discontinued — last reported Q1 '24

Non-Current Assets

Investment - Proportional Amortization Method

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2023
Last reportedQ1 2024

How to read this metric

An increase indicates a strategic shift toward tax-advantaged long-term investments, while a decrease suggests divestment or maturation of these assets.

Detailed definition

This represents the carrying value of investments accounted for using the proportional amortization method, typically as...

Peer comparison

Common in large financial institutions with significant tax planning and community development investment portfolios.

Metric ID: proportional_amortization_investment

Historical Data

1 periods
 Q3 '25
Value2,300,000,000%

Frequently Asked Questions

What is Raymond James Financial's investment - proportional amortization method?
Raymond James Financial (RJF) reported investment - proportional amortization method of 2300000000.0% in Q3 2025.
What does investment - proportional amortization method mean?
The book value of investments where the cost is written down in proportion to the tax benefits received.