Federated Investors Inc B (FHI) — Strategic Asset Allocation Index

Latest as of September 2025: 10.3%

Federated Investors Inc B (FHI) has a Strategic Asset Allocation Index of 10.3% as of September 2025. Strategic assets (PP&E of $129.04 Million plus long-term investments of $-) total $129.04 Million, measured against net assets of $1.25 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

10.3%
Strategic Assets / Net Assets

Strategic Assets

$129.04 Million
PP&E + LT Investments

PP&E

$129.04 Million
USD

Net Assets

$1.25 Billion
USD

Federated Investors Inc B Strategic Asset Allocation Index (2010–2024)

This chart shows how Federated Investors Inc B's Strategic Asset Allocation Index has evolved across 14 annual periods from 2010 to 2024. As of September 2025, the index stands at 10.3%, representing strategic assets of $129.04 Million against net assets of $1.25 Billion USD. Explore Federated Investors Inc B (FHI) cash conversion ratio to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Federated Investors Inc B (2010–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Federated Investors Inc B from 2010 to 2024, covering 14 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 Federated Investors Inc B.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 11.3% $130.28 Million $130.28 Million $- $1.15 Billion ▲ +0.1 pp
2023 11.3% $129.98 Million $129.98 Million $- $1.15 Billion ▲ +8.0 pp
2022 3.2% $35.74 Million $35.74 Million $- $1.11 Billion ▼ -1.0 pp
2021 4.2% $46.97 Million $46.97 Million $- $1.11 Billion ▼ -0.4 pp
2020 4.6% $52.61 Million $52.61 Million $- $1.14 Billion ▼ -0.7 pp
2019 5.3% $55.42 Million $51.73 Million $3.70 Million $1.04 Billion ▼ -0.9 pp
2018 6.2% $53.23 Million $53.23 Million $- $857.12 Million ▼ -8.4 pp
2017 14.7% $111.55 Million $37.67 Million $73.88 Million $761.22 Million ▼ -3.8 pp
2016 18.4% $109.66 Million $39.28 Million $70.38 Million $595.78 Million ▲ +12.9 pp
2015 5.5% $35.74 Million $35.74 Million $- $648.97 Million ▼ -0.8 pp
2014 6.3% $38.64 Million $38.64 Million $- $609.65 Million ▼ -0.7 pp
2013 7.1% $40.09 Million $40.09 Million $- $566.34 Million ▲ +0.1 pp
2011 7.0% $38.23 Million $38.23 Million $- $544.41 Million ▼ -0.7 pp
2010 7.8% $38.52 Million $38.52 Million $- $495.63 Million
pp = percentage points