FactSet Research Systems Inc (FDS) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
FactSet Research Systems Inc Strategic Asset Allocation Index (2000–2025)
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. Explore FactSet Research Systems Inc (FDS) cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for FactSet Research Systems Inc (2000–2025)
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 the full company profile including market capitalisation, see FactSet Research Systems Inc (FDS) total market value.
| 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 | — |