Lazard Ltd Strategic Asset Allocation Index
Lazard Ltd 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. See Lazard Ltd balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Lazard Ltd (2003–2024)
Strategic asset allocation index of Lazard Ltd from 2003 to 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. Check LAZ intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Lazard Ltd Strategic Asset Allocation Index by Year (2003–2024)
Lazard Ltd strategic asset allocation index by year from 2003 to 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 live market cap and overall valuation, see Lazard Ltd (LAZ) market capitalisation.
| 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 | — |