Brookfield Asset Management Ltd. Strategic Asset Allocation Index
Brookfield Asset Management Ltd. strategic asset allocation index. Brookfield Asset Management Ltd. (BAM) has a Strategic Asset Allocation Index of 96.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $11.47 Billion) total $11.47 Billion, measured against net assets of $11.87 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Brookfield Asset Management Ltd. to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Brookfield Asset Management Ltd. (2000–2025)
Strategic asset allocation index of Brookfield Asset Management Ltd. from 2000 to 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 June 2026, the index stands at 96.6%, representing strategic assets of $11.47 Billion against net assets of $11.87 Billion USD. Check Brookfield Asset Management Ltd. tangible book value ratio to evaluate the tangible quality of the company's equity base.
Brookfield Asset Management Ltd. Strategic Asset Allocation Index by Year (2000–2025)
Brookfield Asset Management Ltd. strategic asset allocation index by year from 2000 to 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 live market cap and overall valuation, see Brookfield Asset Management Ltd. (BAM) market capitalisation.
| 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 | — |