Mission Statement, Vision, & Core Values of The Carlyle Group Inc. (CG)

Ever wondered what drives a global investment firm with $441 billion in assets under management (as of December 31, 2024)?

The Carlyle Group Inc. (CG), a multinational company specializing in private equity, alternative asset management, and financial services, generated $5.43 billion in revenue in 2024. But what principles guide their investment decisions and shape their corporate culture?

Dive in to explore the mission, vision, and core values that define The Carlyle Group, and discover how these elements contribute to their success in the competitive private equity landscape. What are the values of integrity, excellence, teamwork and accountability?

The Carlyle Group Inc. (CG) An Overview of

The Carlyle Group Inc. (CG) is a global investment firm with a history spanning several decades. Founded in 1987, it has grown into one of the world's largest private equity firms. The company operates through three main segments: Global Private Equity, Global Credit, and Investment Solutions. Carlyle specializes in private equity, credit, and real assets, managing investments across various industries, geographies, and investment strategies.

As of April 2025, Carlyle manages $425 billion in assets. The firm invests in industries such as aerospace, defense, automotive, consumer & retail, energy, financial services, healthcare, industrial, infrastructure, real estate, technology & business services, and transportation.

In 2024, The Carlyle Group reported a record-breaking revenue of $16.7 billion, driven primarily by strong performance in its Global Private Equity segment, which saw a 25% increase in sales. The Global Credit segment also contributed significantly, with a 15% rise in revenue due to increased demand for alternative credit solutions. The Investment Solutions segment experienced steady growth, adding to the overall positive financial results.

Carlyle’s financial performance in 2024 also reflected its strategic growth in key markets, particularly in Asia and Europe. The firm’s investments in technology and healthcare sectors have yielded substantial returns, further solidifying its position as a leading global investment firm. Carlyle’s ability to adapt to changing market conditions and capitalize on emerging opportunities has been crucial to its continued success.

To understand why The Carlyle Group stands out as one of the leaders in the investment industry, and to delve deeper into its background, explore: The Carlyle Group Inc. (CG): History, Ownership, Mission, How It Works & Makes Money

The Carlyle Group Inc. (CG) Mission Statement

The Carlyle Group's mission is to provide differentiated investment management services, striving to deliver attractive returns while serving as responsible stewards of capital. This mission drives the firm's strategic decisions and operational practices, influencing how it approaches investments, manages risk, and engages with stakeholders.

The core components of The Carlyle Group's mission statement can be broken down into three key areas:

• Differentiated Investment Management Services
• Attractive Returns
• Responsible Stewards of Capital

Differentiated Investment Management Services

The Carlyle Group aims to distinguish itself through specialized investment strategies and expertise. This involves:

• Sector Expertise: Focusing on specific industries, such as aerospace, defense, healthcare, and financial services, allows Carlyle to develop deep knowledge and identify unique investment opportunities.
• Global Reach: With a presence in major markets around the world, Carlyle leverages its international network to source deals and manage investments across diverse geographies.
• Alternative Asset Classes: Specializing in private equity, credit, and real assets, Carlyle offers investors access to opportunities beyond traditional stock and bond markets.

As of the end of fiscal year 2024, The Carlyle Group managed $426 billion in assets across 324 investment vehicles. This scale and diversification enable the firm to pursue a wide range of investment strategies and cater to different investor needs.

Attractive Returns

A central element of Carlyle's mission is to deliver strong, risk-adjusted returns to its investors. This commitment is reflected in the firm's investment process, which emphasizes rigorous due diligence, active portfolio management, and value creation. Carlyle seeks to enhance the performance of its portfolio companies through operational improvements, strategic initiatives, and add-on acquisitions.

In 2024, The Carlyle Group reported distributable earnings of $2.1 billion, showcasing its ability to generate substantial profits for its investors. The firm's focus on aligning its interests with those of its investors is a key driver of its success in attracting and retaining capital.

Responsible Stewards of Capital

Carlyle emphasizes responsible investing and ethical conduct. This includes:

• Environmental, Social, and Governance (ESG) Factors: Integrating ESG considerations into investment decisions and portfolio management to promote sustainable and responsible business practices.
• Risk Management: Implementing robust risk management frameworks to protect investor capital and ensure the stability of its investments.
• Transparency and Accountability: Maintaining transparent communication with investors and adhering to high standards of corporate governance.

In 2024, Carlyle continued to expand its ESG initiatives, committing to reduce greenhouse gas emissions across its portfolio companies by 25% by 2030. This commitment underscores the firm's dedication to creating long-term value while addressing critical environmental and social challenges.

To gain more insights into the investors and the reasons behind their investment decisions, explore this comprehensive investor profile: Exploring The Carlyle Group Inc. (CG) Investor Profile: Who’s Buying and Why?

The Carlyle Group Inc. (CG) Vision Statement

The Carlyle Group's mission, vision, and core values provide a foundational understanding of the firm's strategic objectives and operational principles. While a specific, formally published vision statement for The Carlyle Group is not readily available, insights into their goals and aspirations can be gleaned from their mission statement, core values, and strategic initiatives. These elements collectively paint a picture of the firm's vision.

Mission Statement

The Carlyle Group's mission statement is 'To generate attractive investment returns for our investors and make a positive impact on the world.' This mission embodies several key aspects of the firm's vision:

• Investment Returns: A core element of Carlyle's vision is to deliver strong financial results for its investors. This involves identifying and capitalizing on investment opportunities across various asset classes and geographies.
• Positive Impact: Carlyle aims to create value beyond financial returns by contributing positively to the communities and industries in which it invests. This reflects a commitment to responsible investing and sustainable business practices.

Core Values

Carlyle's core values further illuminate its vision by emphasizing the principles that guide its operations and interactions:

• Integrity: Upholding the highest ethical standards in all business dealings is central to Carlyle's vision, fostering trust and long-term relationships with investors, portfolio companies, and other stakeholders.
• Excellence: Striving for excellence in investment performance, operational efficiency, and client service is a key component of Carlyle's vision, driving continuous improvement and innovation.
• Teamwork: Collaboration and mutual support among Carlyle's professionals are essential to achieving its vision, leveraging diverse perspectives and expertise to enhance decision-making and value creation.
• Accountability: Taking ownership of actions and outcomes is integral to Carlyle's vision, promoting transparency and responsibility in all aspects of its business.
• Entrepreneurialism: Encouraging innovation and a proactive approach to identifying and pursuing investment opportunities is vital to Carlyle's vision, enabling the firm to adapt to changing market conditions and capitalize on emerging trends.

These values drive their day-to-day operations and strategic decisions, ensuring they remain competitive and aligned with their long-term objectives.

Strategic Objectives and Initiatives

Carlyle’s strategic objectives and initiatives provide additional insights into its vision. These include:

• Expanding Investment Capabilities: Carlyle continuously seeks to broaden its investment expertise and product offerings to meet the evolving needs of its investors and capitalize on new market opportunities.
• Enhancing Global Presence: Carlyle aims to strengthen its presence in key markets around the world to access attractive investment opportunities and provide local expertise to its portfolio companies.
• Driving Operational Improvements: Carlyle focuses on enhancing the operational performance of its portfolio companies through active management and value creation initiatives.
• Promoting Sustainability: Carlyle integrates environmental, social, and governance (ESG) considerations into its investment process and promotes sustainable business practices across its portfolio.

In 2024, The Carlyle Group reported total assets under management (AUM) of approximately $426 billion across its various investment platforms. The firm's focus on strategic growth is further evidenced by its continued investment in technology and data analytics, aimed at enhancing investment decision-making and operational efficiency. Carlyle's commitment to ESG principles is also reflected in its increasing allocation of capital to sustainable investments, targeting sectors such as renewable energy and resource efficiency.

For additional insights into Carlyle Group's financial performance and strategic positioning, consider reading Breaking Down The Carlyle Group Inc. (CG) Financial Health: Key Insights for Investors.

The Carlyle Group Inc. (CG) Core Values of

As of April 2025, the core values of The Carlyle Group Inc. (CG) reflect its commitment to integrity, innovation, and creating value for its investors, employees, and the communities it operates in. These values guide the firm's operations and strategic decisions, ensuring alignment with its mission and vision.

Integrity:

Integrity is fundamental to how The Carlyle Group conducts its business. This commitment involves maintaining the highest ethical standards, transparency, and accountability in all interactions. Demonstrating integrity builds trust with investors, partners, and the public, which is crucial for long-term success. The firm's dedication to integrity is evident in its compliance programs and risk management practices.

Examples of The Carlyle Group's commitment to integrity include:

• Adherence to strict regulatory standards across all global operations.
• Implementation of comprehensive compliance training programs for all employees.
• Transparent reporting and communication with investors and stakeholders.

Innovation:

The Carlyle Group embraces innovation to drive performance and adapt to the evolving global market. This includes leveraging new technologies, developing creative investment strategies, and fostering a culture of continuous improvement. Innovation enables the firm to identify unique opportunities and deliver superior returns.

Examples of how The Carlyle Group demonstrates innovation:

• Investing in emerging technologies and data analytics to enhance investment decisions.
• Developing new investment products and strategies to meet changing investor needs.
• Promoting a culture of collaboration and knowledge sharing across teams.

Creating Value:

The Carlyle Group is dedicated to creating lasting value for its investors, portfolio companies, and the communities it serves. This involves not only generating financial returns but also driving operational improvements, promoting sustainable practices, and contributing to economic growth. Creating value is at the heart of the firm's mission and guides its investment approach.

Examples of The Carlyle Group's commitment to creating value:

• Implementing operational improvements and efficiency enhancements in portfolio companies.
• Integrating environmental, social, and governance (ESG) factors into investment decisions.
• Supporting community development initiatives and philanthropic activities.

The Carlyle Group's core values are integral to its identity and success. By upholding integrity, fostering innovation, and creating value, the firm aims to deliver exceptional results and make a positive impact on the world. These values are not just words but are reflected in the firm's actions and culture.

To gain more insights into The Carlyle Group, you might find this resource helpful: The Carlyle Group Inc. (CG): History, Ownership, Mission, How It Works & Makes Money