B P Marsh and Partners PLC (BPM) — Strategic Asset Allocation Index
B P Marsh and Partners PLC (BPM) has a Strategic Asset Allocation Index of 68.7% as of January 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX224.09 Million) total GBX224.09 Million, measured against net assets of GBX326.41 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See B P Marsh and Partners PLC (BPM) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
B P Marsh and Partners PLC Strategic Asset Allocation Index (2005–2025)
This chart shows how B P Marsh and Partners PLC's Strategic Asset Allocation Index has evolved across 21 annual periods from 2005 to 2025. As of January 2025, the index stands at 68.7%, representing strategic assets of GBX224.09 Million against net assets of GBX326.41 Million GBX. For live market cap and overall valuation, see BPM company net worth.
Annual Strategic Asset Allocation Index for B P Marsh and Partners PLC (2005–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for B P Marsh and Partners PLC from 2005 to 2025, covering 21 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See B P Marsh and Partners PLC book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 68.7% | GBX224.09 Million | GBX- | GBX224.09 Million | GBX326.41 Million | ▼ -3.5 pp |
| 2024 | 72.2% | GBX165.46 Million | GBX- | GBX165.46 Million | GBX229.17 Million | ▼ -18.6 pp |
| 2023 | 90.8% | GBX172.05 Million | GBX- | GBX172.05 Million | GBX189.54 Million | ▲ +5.4 pp |
| 2022 | 85.3% | GBX142.18 Million | GBX932.00K | GBX141.25 Million | GBX166.61 Million | ▼ -2.8 pp |
| 2021 | 88.1% | GBX132.07 Million | GBX1.12 Million | GBX130.95 Million | GBX149.91 Million | ▲ +2.5 pp |
| 2020 | 85.6% | GBX117.10 Million | GBX1.44 Million | GBX115.67 Million | GBX136.87 Million | ▲ +3.5 pp |
| 2019 | 82.1% | GBX103.59 Million | GBX1.63 Million | GBX101.96 Million | GBX126.24 Million | ▼ -0.9 pp |
| 2018 | 83.0% | GBX82.05 Million | GBX167.00K | GBX81.88 Million | GBX98.87 Million | ▲ +27.0 pp |
| 2017 | 56.0% | GBX44.59 Million | GBX15.00K | GBX44.58 Million | GBX79.68 Million | ▼ -25.3 pp |
| 2016 | 81.3% | GBX57.55 Million | GBX15.00K | GBX57.53 Million | GBX70.81 Million | ▲ +9.8 pp |
| 2015 | 71.4% | GBX44.98 Million | GBX18.00K | GBX44.97 Million | GBX62.97 Million | ▲ +1.8 pp |
| 2014 | 69.6% | GBX41.02 Million | GBX18.00K | GBX41.00 Million | GBX58.92 Million | ▲ +69.6 pp |
| 2013 | 0.0% | GBX7.00K | GBX7.00K | GBX- | GBX55.45 Million | ▼ 0.0 pp |
| 2012 | 0.0% | GBX14.00K | GBX14.00K | GBX- | GBX50.12 Million | ▼ 0.0 pp |
| 2011 | 0.1% | GBX33.00K | GBX33.00K | GBX- | GBX46.48 Million | ▼ 0.0 pp |
| 2010 | 0.1% | GBX49.00K | GBX49.00K | GBX- | GBX44.17 Million | ▼ -0.1 pp |
| 2009 | 0.2% | GBX72.00K | GBX72.00K | GBX- | GBX43.88 Million | ▲ +0.2 pp |
| 2008 | 0.0% | GBX3.00K | GBX3.00K | GBX- | GBX45.61 Million | ▼ 0.0 pp |
| 2007 | 0.0% | GBX5.00K | GBX5.00K | GBX- | GBX40.61 Million | ▼ 0.0 pp |
| 2006 | 0.0% | GBX8.00K | GBX8.00K | GBX- | GBX31.20 Million | ▼ 0.0 pp |
| 2005 | 0.0% | GBX10.00K | GBX10.00K | GBX- | GBX26.82 Million | — |