Lazard Ltd (LAZ) — Strategic Asset Allocation Index
Lazard Ltd (LAZ) has a Strategic Asset Allocation Index of 123.7% as of September 2025. Strategic assets (PP&E of $610.30 Million plus long-term investments of $573.71 Million) total $1.18 Billion, measured against net assets of $957.14 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Lazard Ltd Strategic Asset Allocation Index (2003–2024)
This chart shows how Lazard Ltd's Strategic Asset Allocation Index has evolved across 20 annual periods from 2003 to 2024. As of September 2025, the index stands at 123.7%, representing strategic assets of $1.18 Billion against net assets of $957.14 Million USD. Explore cash efficiency ratio of Lazard Ltd to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Lazard Ltd (2003–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Lazard Ltd from 2003 to 2024, covering 20 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 Lazard Ltd (LAZ) total market value.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 150.5% | $1.15 Billion | $595.34 Million | $555.72 Million | $764.78 Million | ▼ -74.1 pp |
| 2023 | 224.6% | $1.28 Billion | $639.73 Million | $640.28 Million | $569.86 Million | ▲ +114.9 pp |
| 2022 | 109.7% | $1.38 Billion | $681.68 Million | $698.98 Million | $1.26 Billion | ▲ +20.5 pp |
| 2021 | 89.1% | $1.47 Billion | $466.05 Million | $1.01 Billion | $1.65 Billion | ▼ -2.5 pp |
| 2020 | 91.7% | $916.12 Million | $257.59 Million | $658.53 Million | $999.43 Million | ▼ -18.6 pp |
| 2019 | 110.3% | $751.84 Million | $219.84 Million | $532.00 Million | $681.57 Million | ▲ +29.1 pp |
| 2018 | 81.2% | $788.09 Million | $212.95 Million | $575.15 Million | $970.09 Million | ▲ +31.0 pp |
| 2017 | 50.2% | $632.49 Million | $205.30 Million | $427.19 Million | $1.26 Billion | ▼ -1.5 pp |
| 2016 | 51.7% | $668.44 Million | $209.02 Million | $459.42 Million | $1.29 Billion | ▼ -3.1 pp |
| 2015 | 54.8% | $749.08 Million | $207.16 Million | $541.91 Million | $1.37 Billion | ▼ -54.8 pp |
| 2014 | 109.5% | $842.92 Million | $222.57 Million | $620.35 Million | $769.47 Million | ▼ -5.8 pp |
| 2013 | 115.4% | $726.90 Million | $248.80 Million | $478.11 Million | $630.00 Million | ▲ +17.2 pp |
| 2012 | 98.2% | $639.71 Million | $225.03 Million | $414.67 Million | $651.54 Million | ▲ +35.1 pp |
| 2011 | 63.1% | $546.95 Million | $168.43 Million | $378.52 Million | $866.86 Million | ▼ -8.2 pp |
| 2010 | 71.3% | $567.93 Million | $150.52 Million | $417.41 Million | $796.12 Million | ▲ +39.4 pp |
| 2009 | 31.9% | $166.91 Million | $166.91 Million | $- | $523.10 Million | ▼ -23.1 pp |
| 2008 | 55.0% | $171.44 Million | $171.44 Million | $- | $311.75 Million | ▼ -95.7 pp |
| 2007 | 150.7% | $185.51 Million | $185.51 Million | $- | $123.11 Million | ▲ +115.0 pp |
| 2004 | 35.6% | $199.45 Million | $199.45 Million | $- | $559.52 Million | ▼ -0.3 pp |
| 2003 | 35.9% | $192.48 Million | $192.48 Million | $- | $535.73 Million | — |