ICG changes performance fee recognition, raises guidance

Published 02/10/2025, 07:12
ICG changes performance fee recognition, raises guidance

LONDON - ICG plc (LSE:ICG) announced Thursday it will implement changes to its performance fee recognition method, resulting in a one-off gain of £65-75 million in its upcoming half-year results.

The global alternative asset manager, which has $123 billion in assets under management, will modify its approach to make performance fees more visible and reduce management judgment elements in financial statements. The changes will take effect in the company’s H1 FY26 results, expected on November 18.

Under the new methodology, ICG will begin recognizing performance fees for a fund when the successor vintage holds a first close and the investment period of the current vintage ends. The company will also extend its assumed fund life calculation from 10 to 12 years when applying discounts.

Total performance fees for H1 FY26 are expected to reach £90-95 million, according to the press release. The company emphasized that these accounting changes will not impact the total amount of performance fees received over a fund’s life or the timing of cash receipts.

ICG has also raised its medium-term guidance, now expecting performance fees to represent 10-20% of total fee income, up from the previous 10-15% target. The Fund Management Company operating margin guidance has been increased to "in excess of 54%" from the previous 52%.

The company cited its growth in equity-like fee-earning assets under management as a key factor behind these changes, noting this segment has tripled over the past five years and has potential to generate higher levels of performance fees.

ICG will hold a presentation for analysts and investors to discuss the updated performance fee accounting approach.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.