Federated Investors Inc B Strategic Asset Allocation Index
Federated Investors Inc B 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. See Federated Investors Inc B 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 Federated Investors Inc B (2010–2024)
Strategic asset allocation index of Federated Investors Inc B from 2010 to 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. Check how tangible is Federated Investors Inc B's equity to evaluate the tangible quality of the company's equity base.
Federated Investors Inc B Strategic Asset Allocation Index by Year (2010–2024)
Federated Investors Inc B strategic asset allocation index by year from 2010 to 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 live market cap and overall valuation, see Federated Investors Inc B (FHI) market capitalisation.
| 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 | — |