Financial Institutions Inc (FISI) — Strategic Asset Allocation Index
Financial Institutions Inc (FISI) has a Strategic Asset Allocation Index of 172.8% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $1.07 Billion) total $1.07 Billion, measured against net assets of $621.72 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. For live market cap and overall valuation, see FISI market cap overview.
SAAI
Strategic Assets
PP&E
Net Assets
Financial Institutions Inc Strategic Asset Allocation Index (2000–2024)
This chart shows how Financial Institutions Inc's Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2024. As of September 2025, the index stands at 172.8%, representing strategic assets of $1.07 Billion against net assets of $621.72 Million USD. See Financial Institutions Inc (FISI) balance sheet quality index to measure how much of total assets are equity-financed.
Annual Strategic Asset Allocation Index for Financial Institutions Inc (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Financial Institutions Inc from 2000 to 2024, covering 23 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. Also explore how fast is Financial Institutions Inc growing its equity to track the company's year-over-year net asset growth rate.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 193.1% | $1.10 Billion | $- | $1.10 Billion | $568.98 Million | ▼ -49.6 pp |
| 2023 | 242.8% | $1.10 Billion | $- | $1.10 Billion | $454.80 Million | ▼ -990.4 pp |
| 2022 | 1233.2% | $5.00 Billion | $41.99 Million | $4.96 Billion | $405.61 Million | ▼ -43907.3 pp |
| 2020 | 45140.6% | $960.59 Million | $60.57 Million | $900.02 Million | $2.13 Million | ▲ +44246.0 pp |
| 2018 | 894.5% | $3.54 Billion | $42.84 Million | $3.50 Billion | $396.29 Million | ▲ +747.2 pp |
| 2017 | 147.3% | $561.65 Million | $45.19 Million | $516.47 Million | $381.18 Million | ▼ -35.7 pp |
| 2016 | 183.0% | $585.74 Million | $42.40 Million | $543.34 Million | $320.05 Million | ▲ +4.3 pp |
| 2015 | 178.7% | $525.16 Million | $39.45 Million | $485.72 Million | $293.84 Million | ▲ +60.4 pp |
| 2014 | 118.4% | $330.83 Million | $36.39 Million | $294.44 Million | $279.53 Million | ▲ +6.2 pp |
| 2013 | 112.1% | $285.79 Million | $36.01 Million | $249.78 Million | $254.84 Million | ▲ +97.7 pp |
| 2012 | 14.4% | $36.62 Million | $36.62 Million | $- | $253.90 Million | ▼ -626.5 pp |
| 2011 | 641.0% | $1.52 Billion | $33.09 Million | $1.49 Billion | $237.19 Million | ▲ +625.3 pp |
| 2010 | 15.7% | $33.26 Million | $33.26 Million | $- | $212.14 Million | ▼ -1.9 pp |
| 2009 | 17.5% | $34.78 Million | $34.78 Million | $- | $198.29 Million | ▼ -1.8 pp |
| 2008 | 19.3% | $36.71 Million | $36.71 Million | $- | $190.30 Million | ▲ +1.8 pp |
| 2007 | 17.5% | $34.16 Million | $34.16 Million | $- | $195.32 Million | ▼ -1.5 pp |
| 2006 | 18.9% | $34.56 Million | $34.56 Million | $- | $182.39 Million | ▼ -2.3 pp |
| 2005 | 21.2% | $36.47 Million | $36.47 Million | $- | $171.76 Million | ▲ +1.4 pp |
| 2004 | 19.8% | $36.47 Million | $36.47 Million | $- | $184.29 Million | ▲ +1.1 pp |
| 2003 | 18.7% | $34.24 Million | $34.24 Million | $- | $183.10 Million | ▲ +3.4 pp |
| 2002 | 15.3% | $27.25 Million | $27.25 Million | $- | $178.29 Million | ▼ -1.1 pp |
| 2001 | 16.4% | $24.47 Million | $24.47 Million | $- | $149.19 Million | ▲ +2.4 pp |
| 2000 | 14.0% | $18.42 Million | $18.42 Million | $- | $131.62 Million | — |