The Carlyle Group
Established in 1987, The Carlyle Group is one of the world’s largest and most diversified multi-product global alternative asset management firms. We advise investment funds and other investment vehicles that invest across a range of industries, geographies, asset classes and investment strategies and seek to deliver attractive returns for our fund investors through an array of specialized investment products.
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Citizenship |
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 We believe that we must invest wisely and responsibly to create lasting value. That means being a good corporate citizen and promoting practices that encourage social and environmental sustainability and strong corporate governance. Across six continents, we're working to create stronger companies and better communities. Find more details in our 2010 Corporate Citizenship report. ————————— | Responsible Investing
We believe it is important to consider the environmental, social and governance (ESG) implications of our investments. This approach is not just about being good stewards of the capital committed to
us by our investors; it is also about being good corporate citizens. To incorporate this commitment into our investment process, we developed our own detailed guidelines for considering ESG issues in our investment decisions in connection with our buyout transactions. Carlyle's guidelines were integral to shaping the corporate social responsibility guidelines later adopted by members of the Private Equity Growth Capital Council, and which we have begun to share with a targeted set of portfolio companies. |
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————————— | Environmental Stewardship
Environmental concerns—ranging from climate change to industrial pollution to natural resource scarcity—are increasingly affecting the capacity of businesses to create value for customers, investors and other stakeholders. We believe it is essential to modify our practices to reflect the growing significance of these concerns and to help position our portfolio companies to turn these challenges into opportunities. Whether through our investment practices, the operations of our portfolio companies or the daily workings of Carlyle’s global offices, environmental considerations play a significant—and growing—role in our thinking and strategy.
In partnership with the Environmental Defense Fund (EDF), Carlyle created EcoValuScreen, a pioneering business review process that unlocks opportunities for operational improvement and value creation through enhanced environmental management at potential investments. EcoValuScreen goes beyond the traditional focus of risk mitigation during the due diligence process by identifying opportunities for operational enhancements that will lead to better environmental and financial performance during the early stages of the investment process. Additional information about the screen is available at www.edf.org/duediligence. |
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————————— | Community Volunteering
Our volunteer program is rooted in the One Carlyle philosophy of working together to create positive change. It provides Carlyle employees with the opportunity to use their talents to support the communities in which they live, work and invest. One Community is a flexible, locally focused initiative. Employees can volunteer through Carlyle’s partnership organizations or select a project that has significance in their local community. Either way, Carlyle supports a range of volunteer programs in diverse geographic and cultural contexts. All Carlyle employees are given two working days per calendar year to volunteer. |
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————————— | Wealth Sharing
While many Carlyle executives and employees are active in making their own personal contributions to charities, Carlyle has also established a firmwide program to encourage additional giving. Our Wealth Sharing Program supports Carlyle employees in their charitable giving by matching on a dollar-for-dollar basis up to $2,000 per year for contributions made to educational and humanitarian organizations. The program allows us to act in concert with employees to give back to society. The goal of the program is to foster the One Carlyle spirit by supporting the charitable activities of Carlyle professionals. |
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————————— | Workplace Diversity
At Carlyle, we’re committed to promoting diversity and believe in the tremendous value diverse teams and experiences bring to our firm and the alternative asset industry as a whole. We seek to cultivate an environment rich in different backgrounds, perspectives and experiences. In 2009 Carlyle and the Robert Toigo Foundation joined forces to launch the Toigo Private Equity MBA Fellowship, an industry initiative aimed at attracting minority MBA graduates to the sector. A nonprofit organization focused solely on the finance industry, Toigo has supported the development of minority MBAs as finance leaders for the past 20 years—touching the lives of 1,000-plus young men and women. Toigo seeks to identify the best and brightest diverse talent attending business school and helps them with mentoring, career advancement and leadership development. Carlyle is committed to gender diversity and is working to improve the hiring, retention and promotion of women throughout the organization. As of December 2010, approximately 44% of our 949 employees worldwide are women, and many are in leadership positions. |
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————————— | Corporate Governance We operate from a place of strong corporate governance, ownership and transparency. We strive to maintain a clear alignment of interests among Carlyle, our portfolio companies and our investors. We believe we have a clear and effective framework that enables us to uphold the highest ethical and business standards across the firm. Maintaining Carlyle’s good name and the good names of our investors is paramount. From the earliest years of the firm, we have invested heavily in our systems and controls. We perform most ongoing activities in-house, including investor relations, corporate communications, financial reporting and accounting oversight. Transparency & Reporting Carlyle is committed to transparency and openness to our investors and the wider public. Carlyle reports to investors quarterly, adhering to US GAAP. We distribute a publicly available Annual Report and maintain a regularly updated website including information on Carlyle's portfolio companies and key employees. Carlyle is fully compliant with private equity disclosure guidelines in the U.K. and Germany. Public Pension Fund Reform Code of Conduct On May 14, 2009, Carlyle became a signatory to the Public Pension Fund Code of Conduct (the "Code"). Pursuant to the Code, Carlyle is providing information regarding the professional backgrounds of certain key Carlyle personnel (“Disclosure Persons”) and such information can be found under their individual biographies in the “Team” section of this website. For a complete list of personnel deemed to be Disclosure Persons, please click here. In addition, Carlyle is providing details of certain political contributions to candidates for state and local offices as well as certain federal contributions. This campaign contribution information can be found by clicking here. Also pursuant to the Code, Carlyle is disclosing certain fees and expenses that have been paid on an aggregate basis with respect to investment funds to which U.S. public pension funds have committed since the effective date of the Code, which may be viewed by clicking here. To view the form of disclosure provided to public pension funds in respect of their investment, please click here. For disclosures related to Claren Road Asset Management, please click here. For disclosures related to Emerging Sovereign Group, please click here. ***** The annual certifications may be viewed here: |
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