Deal Flow Performance Fees Taxes 
The Motley Fool
JULY 14, 2023
Our as-adjusted tax rate for the second quarter was approximately 25%. We continue to estimate that 25% is a reasonable projected tax run rate for the remainder of 2023. The actual effective tax rate may differ because of nonrecurring or discrete items, or potential changes in tax legislation.
The Motley Fool
APRIL 12, 2024
Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March. billion increased 11% year over year, driven by the impact of market appreciation over the last 12 months on average AUM and higher performance fees and technology services revenue.
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The Motley Fool
JANUARY 12, 2024
billion was 7% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. Our as-adjusted tax rate for the fourth quarter was approximately 24%, driven, in part, by discrete items. Fourth quarter base fees and securities lending revenue of 3.6 Operating income of 6.6
The Motley Fool
JULY 15, 2024
billion was 8% higher year over year, driven by positive organic base fee growth and the impact of market movements on average AUM over the last 12 months. Higher performance fees and technology services revenue also contributed to revenue growth. Our as-adjusted tax rate for the second quarter was approximately 24%.
The Motley Fool
JULY 18, 2024
There's also a variable around the sort of the level of deal flow a year ago and the benefit that comes from buying those funds at a discount to the fund returns in the short term. And then if you could just remind us of what the -- what you think the comp ratio overall on core plus is maybe that's kind of the by product.
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