Brookfield Asset Management Ltd. (BAM) — Strategic Asset Allocation Index
Brookfield Asset Management Ltd. (BAM) has a Strategic Asset Allocation Index of 92.5% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $10.40 Billion) total $10.40 Billion, measured against net assets of $11.23 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Brookfield Asset Management Ltd. liquid asset ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Brookfield Asset Management Ltd. Strategic Asset Allocation Index (2000–2025)
This chart shows how Brookfield Asset Management Ltd.'s Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 92.5%, representing strategic assets of $10.40 Billion against net assets of $11.23 Billion USD. See Brookfield Asset Management Ltd. (BAM) financial flexibility to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Brookfield Asset Management Ltd. (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Brookfield Asset Management Ltd. from 2000 to 2025, covering 26 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 cap of Brookfield Asset Management Ltd..
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 87.2% | $8.98 Billion | $92.00 Million | $8.88 Billion | $10.29 Billion | ▼ -14.4 pp |
| 2024 | 101.6% | $3.33 Billion | $- | $3.33 Billion | $3.28 Billion | ▼ -7.3 pp |
| 2023 | 108.9% | $2.27 Billion | $- | $2.27 Billion | $2.08 Billion | ▼ -108.4 pp |
| 2022 | 217.3% | $5.17 Billion | $68.00 Million | $5.10 Billion | $2.38 Billion | ▼ -1671.5 pp |
| 2021 | 1888.8% | $272.04 Billion | $216.35 Billion | $55.68 Billion | $14.40 Billion | ▼ -253.3 pp |
| 2020 | 2142.1% | $255.93 Billion | $196.88 Billion | $59.06 Billion | $11.95 Billion | ▲ +1940.4 pp |
| 2019 | 201.7% | $235.62 Billion | $186.06 Billion | $49.56 Billion | $116.85 Billion | ▲ +7.7 pp |
| 2018 | 194.0% | $188.43 Billion | $151.94 Billion | $36.49 Billion | $97.15 Billion | ▲ +13.1 pp |
| 2017 | 180.9% | $144.49 Billion | $110.27 Billion | $34.23 Billion | $79.87 Billion | ▼ -0.4 pp |
| 2016 | 181.3% | $126.35 Billion | $99.91 Billion | $26.45 Billion | $69.69 Billion | ▼ -17.6 pp |
| 2015 | 198.9% | $113.81 Billion | $84.44 Billion | $29.37 Billion | $57.23 Billion | ▲ +98.9 pp |
| 2014 | 100.0% | $53.25 Billion | $35.00 Billion | $18.24 Billion | $53.25 Billion | ▲ +2.0 pp |
| 2013 | 97.9% | $47.33 Billion | $31.56 Billion | $15.76 Billion | $48.32 Billion | ▲ +22.0 pp |
| 2012 | 76.0% | $34.52 Billion | $34.52 Billion | $0.00 | $45.44 Billion | ▲ +6.7 pp |
| 2011 | 69.3% | $25.91 Billion | $25.91 Billion | $0.00 | $37.41 Billion | ▼ -4.2 pp |
| 2010 | 73.4% | $21.44 Billion | $21.44 Billion | $0.00 | $29.19 Billion | ▼ -72.8 pp |
| 2009 | 146.3% | $11.04 Billion | $11.04 Billion | $0.00 | $7.55 Billion | ▲ +63.7 pp |
| 2008 | 82.5% | $10.00 Billion | $10.00 Billion | $0.00 | $12.12 Billion | ▼ -238.5 pp |
| 2007 | 321.1% | $37.79 Billion | $37.79 Billion | $- | $11.77 Billion | ▲ +252.3 pp |
| 2006 | 68.7% | $6.75 Billion | $6.75 Billion | $0.00 | $9.82 Billion | ▼ -1.2 pp |
| 2005 | 69.9% | $4.90 Billion | $4.90 Billion | $0.00 | $7.01 Billion | ▲ +27.7 pp |
| 2004 | 42.2% | $3.04 Billion | $3.04 Billion | $0.00 | $7.20 Billion | ▼ -6.7 pp |
| 2003 | 48.9% | $3.13 Billion | $3.13 Billion | $0.00 | $6.40 Billion | ▼ -2.1 pp |
| 2002 | 51.0% | $2.69 Billion | $2.69 Billion | $0.00 | $5.29 Billion | ▼ -8.0 pp |
| 2001 | 58.9% | $1.97 Billion | $1.97 Billion | $0.00 | $3.35 Billion | ▲ +16.5 pp |
| 2000 | 42.5% | $1.35 Billion | $1.35 Billion | $0.00 | $3.19 Billion | — |