Federated Investors Inc B (FHI) — Strategic Asset Allocation Index
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. Check FHI cash and liquid asset ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
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. See financial flexibility index of Federated Investors Inc B to measure the company's free cash flow as a share of total liabilities.
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 value 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 | — |