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. See Virtus Investment Partners, Inc. (VRTS) balance sheet quality index to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see how much is Virtus Investment Partners, Inc. worth.
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. See Virtus Investment Partners, Inc. shareholders equity for net asset value and shareholders' equity analysis.
| 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 | — |