Discontinued — last reported Q4 '23

Business Segments · Net realized and unrealized gain (loss)

Investment Solutions — Net realized and unrealized gain (loss)

The Carlyle Group Investment Solutions — Net realized and unrealized gain (loss) remained flat by 0.0% to $1.04B in Q4 2023 compared to the prior quarter. Year-over-year, this metric grew by 44.6%, from $719.03M to $1.04B. Over 2 years (FY 2021 to FY 2023), Investment Solutions — Net realized and unrealized gain (loss) shows a downward trend with a -37.3% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2018
Last reportedQ4 2023Feb 22, 2024

How to read this metric

Positive values indicate portfolio appreciation, while negative values indicate depreciation or market headwinds.

Detailed definition

The net change in value of the Investment Solutions segment's investment portfolio, including both realized gains from e...

Peer comparison

Commonly reported by investment firms to show portfolio valuation changes.

Metric ID: cg_segment_investment_solutions_net_realized_and_unrealized_gain_loss

Historical Data

3 years
 FY'21FY'22FY'23
Value$10.59B$2.88B$4.16B
YoY Change-72.8%+44.6%
Range$2.88B$10.59B
CAGR-37.3%
Avg YoY Growth-14.1%
Median YoY Growth-14.1%

Frequently Asked Questions

What is The Carlyle Group's investment solutions — net realized and unrealized gain (loss)?
The Carlyle Group (CG) reported investment solutions — net realized and unrealized gain (loss) of $1.04B in Q4 2023.
How has The Carlyle Group's investment solutions — net realized and unrealized gain (loss) changed year-over-year?
The Carlyle Group's investment solutions — net realized and unrealized gain (loss) increased by 44.6% year-over-year, from $719.03M to $1.04B.
What is the long-term trend for The Carlyle Group's investment solutions — net realized and unrealized gain (loss)?
Over 2 years (2021 to 2023), The Carlyle Group's investment solutions — net realized and unrealized gain (loss) has grown at a -37.3% compound annual growth rate (CAGR), from $10.59B to $4.16B.
What does investment solutions — net realized and unrealized gain (loss) mean?
The net change in value of the Investment Solutions segment's investment portfolio.