Vertex Strategic Asset Allocation Index
Vertex strategic asset allocation index. Vertex (VERX) has a Strategic Asset Allocation Index of 6.2% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $15.00 Million) total $15.00 Million, measured against net assets of $241.11 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible equity quality of Vertex to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Vertex (2020–2025)
Strategic asset allocation index of Vertex from 2020 to 2025. This chart shows how Vertex's Strategic Asset Allocation Index has evolved across 5 annual periods from 2020 to 2025. As of June 2026, the index stands at 6.2%, representing strategic assets of $15.00 Million against net assets of $241.11 Million USD.
Vertex Strategic Asset Allocation Index by Year (2020–2025)
Vertex strategic asset allocation index by year from 2020 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Vertex from 2020 to 2025, covering 5 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. For live market cap and overall valuation, see VERX stock market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 5.8% | $15.00 Million | $- | $15.00 Million | $258.92 Million | ▲ +5.8 pp |
| 2024 | 0.0% | $0.00 | $- | $0.00 | $179.35 Million | ▼ -50.4 pp |
| 2022 | 50.4% | $115.77 Million | $115.77 Million | $- | $229.72 Million | ▼ -1.2 pp |
| 2021 | 51.6% | $118.64 Million | $118.64 Million | $- | $230.08 Million | ▲ +26.9 pp |
| 2020 | 24.7% | $56.56 Million | $56.56 Million | $- | $229.34 Million | — |