Carlyle Investor Conference Presentation Deck
Expected Near Term Index Inclusion Could Drive Material CG Share Purchases
CG Has Been Added To Various Indexes
Significant Passive Investment Buying Expected
Added to the MSCI USA index series as part of their
Global Standard Indexes, enacted on May 29th
Passive ownership as a % of total shares
outstanding (as of 3/31/2020)
●
• Several additional index additions have been
announced, some with substantial active
management benchmarks
●
- Will be added to both the Russell 1000/Russell
3000 indexes upon their reconstitution on June
26th
- Expect CRSP index inclusion, with transitional
reconstitution date between June 17 and June 23
Expect to be added to the S&P and DJI Total
Market indexes
S&P flagship index opportunity remains
outstanding
- Believe we are eligible for S&P 500 inclusion,
though there is no expected timing
14%
Peer 1
Source: Factset, Nasdaq. Note: There can be no assurance that any such trends or ownership will occur for The Carlyle Group Inc.
11%
Peer 2
11%
Peer 3
11%
Peer 4
0%
CG
11View entire presentation