Moelis & Co (MC) — Strategic Asset Allocation Index
Moelis & Co (MC) has a Strategic Asset Allocation Index of 47.0% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $301.48 Million) total $301.48 Million, measured against net assets of $641.56 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Moelis & Co (MC) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Moelis & Co Strategic Asset Allocation Index (2012–2025)
This chart shows how Moelis & Co's Strategic Asset Allocation Index has evolved across 14 annual periods from 2012 to 2025. As of June 2026, the index stands at 47.0%, representing strategic assets of $301.48 Million against net assets of $641.56 Million USD. For live market cap and overall valuation, see market cap of Moelis & Co.
Annual Strategic Asset Allocation Index for Moelis & Co (2012–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Moelis & Co from 2012 to 2025, 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. See Moelis & Co (MC) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 99.3% | $675.72 Million | $306.65 Million | $369.07 Million | $680.38 Million | ▲ +9.5 pp |
| 2024 | 89.8% | $430.42 Million | $245.82 Million | $184.60 Million | $479.38 Million | ▼ -33.3 pp |
| 2023 | 123.1% | $446.16 Million | $235.80 Million | $210.36 Million | $362.46 Million | ▲ +19.6 pp |
| 2022 | 103.4% | $474.74 Million | $209.49 Million | $265.25 Million | $458.94 Million | ▲ +36.0 pp |
| 2021 | 67.4% | $322.50 Million | $59.16 Million | $263.34 Million | $478.30 Million | ▲ +8.5 pp |
| 2020 | 58.9% | $261.80 Million | $49.98 Million | $211.83 Million | $444.47 Million | ▲ +1.2 pp |
| 2019 | 57.7% | $227.22 Million | $13.99 Million | $213.23 Million | $393.83 Million | ▲ +37.3 pp |
| 2018 | 20.4% | $76.00 Million | $12.73 Million | $63.27 Million | $371.75 Million | ▲ +0.3 pp |
| 2017 | 20.1% | $69.31 Million | $10.46 Million | $58.85 Million | $344.26 Million | ▲ +8.5 pp |
| 2016 | 11.6% | $29.27 Million | $8.40 Million | $20.87 Million | $251.44 Million | ▲ +1.5 pp |
| 2015 | 10.2% | $26.16 Million | $8.70 Million | $17.46 Million | $257.42 Million | ▼ -4.0 pp |
| 2014 | 14.2% | $24.75 Million | $7.34 Million | $17.42 Million | $174.38 Million | ▲ +9.0 pp |
| 2013 | 5.2% | $5.16 Million | $5.16 Million | $- | $98.69 Million | ▲ +3.0 pp |
| 2012 | 2.2% | $5.79 Million | $5.79 Million | $- | $260.11 Million | — |