Virtus Investment Partners, Inc. (VRTS) — Strategic Asset Allocation Index
Virtus Investment Partners, Inc. (VRTS) has a Strategic Asset Allocation Index of 231.5% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $2.37 Billion) total $2.37 Billion, measured against net assets of $1.02 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Virtus Investment Partners, Inc. Strategic Asset Allocation Index (2006–2024)
This chart shows how Virtus Investment Partners, Inc.'s Strategic Asset Allocation Index has evolved across 19 annual periods from 2006 to 2024. As of September 2025, the index stands at 231.5%, representing strategic assets of $2.37 Billion against net assets of $1.02 Billion USD. Explore VRTS cash flow metrics to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Virtus Investment Partners, Inc. (2006–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Virtus Investment Partners, Inc. from 2006 to 2024, covering 19 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 the full company profile including market capitalisation, see market value of Virtus Investment Partners, Inc..
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 235.4% | $2.37 Billion | $- | $2.37 Billion | $1.01 Billion | ▲ +7.7 pp |
| 2023 | 227.7% | $2.22 Billion | $- | $2.22 Billion | $973.16 Million | ▼ -25.8 pp |
| 2022 | 253.5% | $2.37 Billion | $83.62 Million | $2.29 Billion | $936.65 Million | ▲ +21.6 pp |
| 2021 | 231.8% | $2.26 Billion | $12.54 Million | $2.25 Billion | $975.59 Million | ▼ -56.6 pp |
| 2020 | 288.4% | $2.41 Billion | $14.49 Million | $2.40 Billion | $836.45 Million | ▲ +4.3 pp |
| 2019 | 284.2% | $2.13 Billion | $18.15 Million | $2.11 Billion | $750.10 Million | ▲ +20.5 pp |
| 2018 | 263.7% | $1.85 Billion | $20.15 Million | $1.83 Billion | $701.35 Million | ▼ -18.1 pp |
| 2017 | 281.8% | $1.72 Billion | $10.83 Million | $1.71 Billion | $609.40 Million | ▲ +158.0 pp |
| 2016 | 123.7% | $444.07 Million | $7.73 Million | $436.34 Million | $358.94 Million | ▲ +112.4 pp |
| 2015 | 11.3% | $65.85 Million | $9.12 Million | $56.74 Million | $583.32 Million | ▼ -41.1 pp |
| 2014 | 52.4% | $307.29 Million | $7.19 Million | $300.10 Million | $586.42 Million | ▲ +18.1 pp |
| 2013 | 34.3% | $183.53 Million | $7.22 Million | $176.31 Million | $535.05 Million | ▲ +31.2 pp |
| 2012 | 3.1% | $7.79 Million | $7.79 Million | $- | $247.63 Million | ▲ +0.2 pp |
| 2011 | 3.0% | $5.45 Million | $5.45 Million | $- | $183.16 Million | ▼ -10.6 pp |
| 2010 | 13.6% | $6.56 Million | $6.56 Million | $- | $48.27 Million | ▼ -14.1 pp |
| 2009 | 27.7% | $8.24 Million | $8.24 Million | $- | $29.73 Million | ▲ +11.6 pp |
| 2008 | 16.1% | $5.89 Million | $5.89 Million | $- | $36.63 Million | ▲ +15.7 pp |
| 2007 | 0.4% | $2.23 Million | $2.23 Million | $- | $624.93 Million | ▼ -1.0 pp |
| 2006 | 1.3% | $3.34 Million | $3.34 Million | $- | $253.48 Million | — |