Marsh & McLennan Companies Inc (MMC) — Strategic Asset Allocation Index

Latest as of September 2025: 14.7%

Marsh & McLennan Companies Inc (MMC) has a Strategic Asset Allocation Index of 14.7% as of September 2025. Strategic assets (PP&E of $2.26 Billion plus long-term investments of $-) total $2.26 Billion, measured against net assets of $15.36 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See MMC equity financing ratio to measure how much of total assets are equity-financed.

SAAI

14.7%
Strategic Assets / Net Assets

Strategic Assets

$2.26 Billion
PP&E + LT Investments

PP&E

$2.26 Billion
USD

Net Assets

$15.36 Billion
USD

Marsh & McLennan Companies Inc Strategic Asset Allocation Index (2000–2024)

This chart shows how Marsh & McLennan Companies Inc's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 14.7%, representing strategic assets of $2.26 Billion against net assets of $15.36 Billion USD. For live market cap and overall valuation, see Marsh & McLennan Companies Inc market capitalisation.

Annual Strategic Asset Allocation Index for Marsh & McLennan Companies Inc (2000–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Marsh & McLennan Companies Inc from 2000 to 2024, covering 25 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 Marsh & McLennan Companies Inc (MMC) shareholders funds for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 17.4% $2.36 Billion $2.36 Billion $- $13.54 Billion ▼ -2.2 pp
2023 19.6% $2.42 Billion $2.42 Billion $- $12.37 Billion ▼ -3.0 pp
2022 22.6% $2.43 Billion $2.43 Billion $- $10.75 Billion ▼ -1.6 pp
2021 24.2% $2.71 Billion $2.71 Billion $- $11.22 Billion ▲ +14.9 pp
2020 9.2% $856.00 Million $856.00 Million $- $9.26 Billion ▼ -10.6 pp
2019 19.9% $1.58 Billion $858.00 Million $719.00 Million $7.94 Billion ▲ +1.9 pp
2018 18.0% $1.36 Billion $701.00 Million $661.00 Million $7.58 Billion ▼ -1.3 pp
2017 19.2% $1.43 Billion $712.00 Million $720.00 Million $7.44 Billion ▼ -2.2 pp
2016 21.4% $1.34 Billion $725.00 Million $619.00 Million $6.27 Billion ▲ +1.2 pp
2015 20.3% $1.34 Billion $773.00 Million $565.00 Million $6.60 Billion ▲ +1.4 pp
2014 18.9% $1.35 Billion $809.00 Million $538.00 Million $7.13 Billion ▲ +8.5 pp
2013 10.4% $828.00 Million $828.00 Million $- $7.97 Billion ▼ -1.9 pp
2012 12.2% $809.00 Million $809.00 Million $- $6.61 Billion ▼ -1.3 pp
2011 13.5% $804.00 Million $804.00 Million $- $5.94 Billion ▲ +0.7 pp
2010 12.8% $822.00 Million $822.00 Million $- $6.42 Billion ▼ -3.4 pp
2009 16.2% $952.00 Million $952.00 Million $- $5.88 Billion ▼ -0.7 pp
2008 16.9% $969.00 Million $969.00 Million $- $5.72 Billion ▲ +4.3 pp
2007 12.7% $992.00 Million $992.00 Million $- $7.82 Billion ▼ -5.2 pp
2006 17.9% $1.04 Billion $1.04 Billion $- $5.82 Billion ▼ -4.1 pp
2005 22.0% $1.18 Billion $1.18 Billion $- $5.36 Billion ▼ -5.5 pp
2004 27.4% $1.39 Billion $1.39 Billion $- $5.06 Billion ▲ +2.0 pp
2003 25.5% $1.39 Billion $1.39 Billion $- $5.45 Billion ▼ -0.6 pp
2002 26.1% $1.31 Billion $1.31 Billion $- $5.02 Billion ▲ +2.2 pp
2001 23.9% $1.24 Billion $1.24 Billion $- $5.17 Billion ▼ -2.1 pp
2000 26.0% $1.36 Billion $1.36 Billion $- $5.23 Billion
pp = percentage points