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Discontinued — last reported Q4 '23

Business Segments · Performance Allocation Investment Income Loss

Investment Solutions — Performance Allocation Investment Income Loss

The Carlyle Group Investment Solutions — Performance Allocation Investment Income Loss remained flat by 0.0% to $74.8M in Q4 2023 compared to the prior quarter. Year-over-year, this metric grew by 45.8%, from $51.3M to $74.8M. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2016
Last reportedQ4 2023Feb 22, 2024

How to read this metric

An increase indicates strong investment performance and successful hurdle rate achievement, while a decrease signals market underperformance or lower carried interest realization.

Detailed definition

This metric tracks the income or loss generated from performance-based allocations within the Investment Solutions segme...

Peer comparison

Comparable to 'Performance Fees' or 'Carried Interest' reported by private equity and alternative asset management peers.

Metric ID: cg_segment_investment_solutions_performance_allocation_investment_income_loss

Historical Data

9 periods
 Q2 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23
Value$206.3M$51.3M$51.3M$51.3M$51.3M$74.8M$74.8M$74.8M$74.8M
QoQ Change-75.1%+0.0%+0.0%+0.0%+45.8%+0.0%+0.0%+0.0%
YoY Change-75.1%+45.8%+45.8%+45.8%+45.8%
Range$51.3M$206.3M
CAGR-39.8%
Avg YoY Growth+21.6%
Median YoY Growth+45.8%
Current Streak7 quarters growth

Frequently Asked Questions

What is The Carlyle Group's investment solutions — performance allocation investment income loss?
The Carlyle Group (CG) reported investment solutions — performance allocation investment income loss of $74.8M in Q4 2023.
How has The Carlyle Group's investment solutions — performance allocation investment income loss changed year-over-year?
The Carlyle Group's investment solutions — performance allocation investment income loss increased by 45.8% year-over-year, from $51.3M to $74.8M.
What does investment solutions — performance allocation investment income loss mean?
The portion of investment gains earned by the firm as performance fees from the Investment Solutions segment.