FactSet Research Systems Inc Strategic Asset Allocation Index
FactSet Research Systems Inc strategic asset allocation index. FactSet Research Systems Inc (FDS) has a Strategic Asset Allocation Index of 9.6% as of February 2026. Strategic assets (PP&E of $204.89 Million plus long-term investments of $-) total $204.89 Million, measured against net assets of $2.13 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See FDS net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of FactSet Research Systems Inc (2000–2025)
Strategic asset allocation index of FactSet Research Systems Inc from 2000 to 2025. This chart shows how FactSet Research Systems Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of February 2026, the index stands at 9.6%, representing strategic assets of $204.89 Million against net assets of $2.13 Billion USD. Check how tangible is FactSet Research Systems Inc's equity to evaluate the tangible quality of the company's equity base.
FactSet Research Systems Inc Strategic Asset Allocation Index by Year (2000–2025)
FactSet Research Systems Inc strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for FactSet Research Systems Inc 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 FDS company net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 9.5% | $206.98 Million | $206.98 Million | $- | $2.19 Billion | ▼ -1.7 pp |
| 2024 | 11.1% | $213.01 Million | $213.01 Million | $- | $1.91 Billion | ▼ -2.9 pp |
| 2023 | 14.1% | $227.94 Million | $227.94 Million | $- | $1.62 Billion | ▼ -4.0 pp |
| 2022 | 18.0% | $240.30 Million | $240.30 Million | $- | $1.33 Billion | ▼ -18.4 pp |
| 2021 | 36.4% | $370.44 Million | $370.44 Million | $- | $1.02 Billion | ▲ +21.6 pp |
| 2020 | 14.8% | $133.10 Million | $133.10 Million | $- | $898.17 Million | ▼ -4.9 pp |
| 2019 | 19.7% | $132.52 Million | $132.52 Million | $- | $672.26 Million | ▲ +0.6 pp |
| 2018 | 19.1% | $100.55 Million | $100.55 Million | $- | $525.90 Million | ▲ +1.2 pp |
| 2017 | 17.9% | $100.45 Million | $100.45 Million | $- | $559.69 Million | ▲ +1.6 pp |
| 2016 | 16.4% | $84.62 Million | $84.62 Million | $- | $517.38 Million | ▲ +5.2 pp |
| 2015 | 11.1% | $59.26 Million | $59.26 Million | $- | $531.58 Million | ▼ -0.1 pp |
| 2014 | 11.3% | $57.64 Million | $57.64 Million | $- | $511.08 Million | ▼ -0.8 pp |
| 2013 | 12.1% | $65.37 Million | $65.37 Million | $- | $541.78 Million | ▼ -1.8 pp |
| 2012 | 13.9% | $76.53 Million | $76.53 Million | $- | $552.26 Million | ▼ -2.0 pp |
| 2011 | 15.8% | $81.62 Million | $81.62 Million | $- | $515.19 Million | ▲ +0.0 pp |
| 2010 | 15.8% | $79.50 Million | $79.50 Million | $- | $502.41 Million | ▼ -1.8 pp |
| 2009 | 17.6% | $88.38 Million | $88.38 Million | $- | $500.83 Million | ▼ -1.9 pp |
| 2008 | 19.6% | $91.11 Million | $91.11 Million | $- | $465.47 Million | ▲ +0.3 pp |
| 2007 | 19.3% | $78.94 Million | $78.94 Million | $- | $409.31 Million | ▲ +2.6 pp |
| 2006 | 16.7% | $59.81 Million | $59.81 Million | $- | $358.69 Million | ▼ -2.9 pp |
| 2005 | 19.5% | $52.36 Million | $52.36 Million | $- | $268.11 Million | ▼ -7.2 pp |
| 2004 | 26.7% | $43.91 Million | $43.91 Million | $- | $164.55 Million | ▲ +17.6 pp |
| 2003 | 9.1% | $19.35 Million | $19.35 Million | $- | $212.23 Million | ▼ -6.6 pp |
| 2002 | 15.7% | $27.55 Million | $27.55 Million | $- | $175.72 Million | ▼ -10.0 pp |
| 2001 | 25.7% | $35.47 Million | $35.47 Million | $- | $138.26 Million | ▲ +5.4 pp |
| 2000 | 20.3% | $20.89 Million | $20.89 Million | $- | $103.00 Million | — |