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Discontinued — last reported Q4 '23

Business Segments · Adjustments Of Investment Advisory Fees

Global Investment Solutions — Adjustments Of Investment Advisory Fees

The Carlyle Group Global Investment Solutions — Adjustments Of Investment Advisory Fees remained flat by 0.0% to $65.65M in Q4 2023 compared to the prior quarter. Year-over-year, this metric grew by 26.7%, from $51.8M to $65.65M. Over 2 years (FY 2021 to FY 2023), Global Investment Solutions — Adjustments Of Investment Advisory Fees shows an upward trend with a 43.6% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementSegment
CategoryProfitability
SignalLower is better
VolatilityModerate
First reportedQ1 2021
Last reportedQ4 2023Feb 22, 2024

How to read this metric

An increase may indicate higher fee waivers or structural changes in fee arrangements, while a decrease suggests more stable or higher gross fee realization.

Detailed definition

Represents the reconciliation or accounting adjustments applied to gross investment advisory fees within the investment...

Peer comparison

Commonly seen in alternative asset managers as 'fee adjustments' or 'net fee reconciliation'.

Metric ID: cg_segment_global_investment_solutions_adjustments_of_investment_advisory_fees

Historical Data

3 years
 FY'21FY'22FY'23
Value$127.3M$207.2M$262.6M
YoY Change+62.8%+26.7%
Range$127.3M$262.6M
CAGR+43.6%
Avg YoY Growth+44.8%
Median YoY Growth+44.8%
Current Streak2+ years growth

Frequently Asked Questions

What is The Carlyle Group's global investment solutions — adjustments of investment advisory fees?
The Carlyle Group (CG) reported global investment solutions — adjustments of investment advisory fees of $65.65M in Q4 2023.
How has The Carlyle Group's global investment solutions — adjustments of investment advisory fees changed year-over-year?
The Carlyle Group's global investment solutions — adjustments of investment advisory fees increased by 26.7% year-over-year, from $51.8M to $65.65M.
What is the long-term trend for The Carlyle Group's global investment solutions — adjustments of investment advisory fees?
Over 2 years (2021 to 2023), The Carlyle Group's global investment solutions — adjustments of investment advisory fees has grown at a 43.6% compound annual growth rate (CAGR), from $127.3M to $262.6M.
What does global investment solutions — adjustments of investment advisory fees mean?
The net adjustments made to gross investment advisory fees to reflect actual revenue earned.