Affiliated Managers Group Inc (AMG) — Strategic Asset Allocation Index
Affiliated Managers Group Inc (AMG) has a Strategic Asset Allocation Index of 71.5% as of September 2025. Strategic assets (PP&E of $55.20 Million plus long-term investments of $3.19 Billion) total $3.24 Billion, measured against net assets of $4.54 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Affiliated Managers Group Inc asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Affiliated Managers Group Inc Strategic Asset Allocation Index (2000–2024)
This chart shows how Affiliated Managers Group Inc's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 71.5%, representing strategic assets of $3.24 Billion against net assets of $4.54 Billion USD. See financial flexibility index of Affiliated Managers Group Inc to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Affiliated Managers Group Inc (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Affiliated Managers Group Inc from 2000 to 2024, covering 25 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 Affiliated Managers Group Inc.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 61.2% | $2.84 Billion | $57.60 Million | $2.79 Billion | $4.65 Billion | ▲ +4.0 pp |
| 2023 | 57.2% | $2.84 Billion | $67.30 Million | $2.77 Billion | $4.96 Billion | ▲ +0.5 pp |
| 2022 | 56.7% | $2.63 Billion | $68.50 Million | $2.56 Billion | $4.64 Billion | ▼ -2.3 pp |
| 2021 | 58.9% | $2.58 Billion | $73.90 Million | $2.51 Billion | $4.38 Billion | ▼ -1.5 pp |
| 2020 | 60.5% | $2.41 Billion | $79.60 Million | $2.33 Billion | $3.99 Billion | ▲ +3.9 pp |
| 2019 | 56.6% | $2.50 Billion | $92.30 Million | $2.41 Billion | $4.42 Billion | ▼ -5.7 pp |
| 2018 | 62.3% | $3.10 Billion | $104.30 Million | $2.99 Billion | $4.97 Billion | ▼ -4.1 pp |
| 2017 | 66.4% | $3.58 Billion | $111.00 Million | $3.47 Billion | $5.39 Billion | ▼ -4.7 pp |
| 2016 | 71.1% | $3.63 Billion | $110.10 Million | $3.52 Billion | $5.10 Billion | ▲ +20.9 pp |
| 2015 | 50.2% | $2.20 Billion | $114.10 Million | $2.09 Billion | $4.38 Billion | ▲ +2.6 pp |
| 2014 | 47.6% | $2.05 Billion | $95.40 Million | $1.95 Billion | $4.30 Billion | ▲ +11.2 pp |
| 2013 | 36.4% | $1.38 Billion | $92.30 Million | $1.29 Billion | $3.79 Billion | ▲ +34.1 pp |
| 2012 | 2.3% | $81.50 Million | $81.50 Million | $- | $3.52 Billion | ▼ 0.0 pp |
| 2011 | 2.3% | $69.10 Million | $69.10 Million | $- | $2.95 Billion | ▼ -24.4 pp |
| 2010 | 26.7% | $746.66 Million | $67.72 Million | $678.93 Million | $2.79 Billion | ▲ +23.4 pp |
| 2009 | 3.4% | $62.40 Million | $62.40 Million | $- | $1.85 Billion | ▼ -2.1 pp |
| 2008 | 5.5% | $71.84 Million | $71.84 Million | $- | $1.30 Billion | ▼ -3.3 pp |
| 2007 | 8.8% | $69.88 Million | $69.88 Million | $- | $791.23 Million | ▲ +0.5 pp |
| 2006 | 8.3% | $63.98 Million | $63.98 Million | $- | $769.46 Million | ▲ +3.1 pp |
| 2005 | 5.3% | $50.59 Million | $50.59 Million | $- | $962.54 Million | ▲ +0.1 pp |
| 2004 | 5.2% | $40.95 Million | $40.95 Million | $- | $795.07 Million | ▼ -0.5 pp |
| 2003 | 5.6% | $36.89 Million | $36.89 Million | $- | $655.56 Million | ▲ +2.4 pp |
| 2002 | 3.2% | $19.23 Million | $19.23 Million | $- | $602.36 Million | ▲ +0.1 pp |
| 2001 | 3.1% | $17.80 Million | $17.80 Million | $- | $578.41 Million | ▲ +0.1 pp |
| 2000 | 2.9% | $15.35 Million | $15.35 Million | $- | $520.59 Million | — |