TPG Results Presentation Deck slide image

TPG Results Presentation Deck

AUM Rollforward AUM increased $6.3 billion in 2Q'22 and $18.4 billion in the last twelve months - an increase of 5% and 17%, respectively ■ I ■ AUM growth was driven by capital raised of $12.7 billion for 2Q'22 and $31.4 billion for 2Q'22 LTM, including $10.5 billion in the Capital platform and $9.2 billion in the Impact platform in the last twelve months Changes in Investment Value decreased for 2Q'22 due to value decline of 2% in 2Q'22 and increased on a LTM basis largely due to value creation of 12% for the last twelve months ($ in millions) AUM Balance as Beginning of Period Capital Raised Realizations Changes in Investment Value(¹) AUM as of end of period ($ in millions) AUM Balance as Beginning of Period Capital Raised Realizations Changes in Investment Value (1) AUM as of end of period Capital 56,770 8,202 (2,038) (1,221) 61,713 Capital 62,391 10,518 (19,487) 8,291 61,713 $ Growth Three Months Ended June 30, 2022 Real Impact Estate 22,099 588 (1,050) (524) 21,113 Growth 13,806 1,550 (2) (289) $ 15,065 $ 19,555 $ $ 19,907 $ 3,024 (3,530) 1,712 21,113 17,812 2,286 (1,055) 512 Last Twelve Months Ended June 30, 2022 Real Estate Impact $ 6,329 9,206 (1,160) 690 15,065 Market Solutions 11,203 $ 7,614 (2,783) 3,520 19,555 9,912 82 (257) (479) 9,258 Market Solutions 8,434 1,016 (1,352) 1,161 9,258 $ $ $ Total 120,399 12,708 (4,402) (2,001) 126,704 Total 108,264 31,379 (28,312) 15,373 126,704 Note: For Market Solutions, capital raised in our SPAC vehicles represents funds raised in the SPAC IPO, including forward purchase agreements and private investment in public equity (PIPE) commitments, and realizations are considered to occur at business combination with a target, in the amount of capital raised; for our hedge funds, capital raised represents new fund subscriptions. 1. Changes in investment value consists of changes in fair value, capital invested and available capital and other investment activities, including the change in net asset value of our hedge funds. TPG | 19
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