Banco Alfa de Investimento S.A Strategic Asset Allocation Index
Banco Alfa de Investimento S.A strategic asset allocation index. Banco Alfa de Investimento S.A (BRIV3) has a Strategic Asset Allocation Index of 279.6% as of December 2023. Strategic assets (PP&E of R$- plus long-term investments of R$4.78 Billion) total R$4.78 Billion, measured against net assets of R$1.71 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Banco Alfa de Investimento S.A to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Banco Alfa de Investimento S.A (2013–2023)
Strategic asset allocation index of Banco Alfa de Investimento S.A from 2013 to 2023. This chart shows how Banco Alfa de Investimento S.A's Strategic Asset Allocation Index has evolved across 11 annual periods from 2013 to 2023. As of December 2023, the index stands at 279.6%, representing strategic assets of R$4.78 Billion against net assets of R$1.71 Billion BRL. Check BRIV3 intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Banco Alfa de Investimento S.A Strategic Asset Allocation Index by Year (2013–2023)
Banco Alfa de Investimento S.A strategic asset allocation index by year from 2013 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for Banco Alfa de Investimento S.A from 2013 to 2023, covering 11 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 Banco Alfa de Investimento S.A market cap and net worth.
| Year | SAAI | Strategic Assets (BRL) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 279.6% | R$4.78 Billion | R$- | R$4.78 Billion | R$1.71 Billion | ▼ -104.5 pp |
| 2022 | 384.1% | R$6.69 Billion | R$6.12 Million | R$6.68 Billion | R$1.74 Billion | ▲ +312.5 pp |
| 2021 | 71.5% | R$8.09 Billion | R$8.13 Million | R$8.08 Billion | R$11.31 Billion | ▼ -6.1 pp |
| 2020 | 77.7% | R$5.41 Billion | R$3.08 Million | R$5.41 Billion | R$6.97 Billion | ▲ +15.0 pp |
| 2019 | 62.6% | R$1.80 Billion | R$6.02 Million | R$1.79 Billion | R$2.87 Billion | ▼ -150.0 pp |
| 2018 | 212.7% | R$3.07 Billion | R$6.41 Million | R$3.06 Billion | R$1.44 Billion | ▲ +39.1 pp |
| 2017 | 173.6% | R$2.44 Billion | R$5.69 Million | R$2.43 Billion | R$1.41 Billion | ▼ -89.9 pp |
| 2016 | 263.6% | R$3.57 Billion | R$5.87 Million | R$3.57 Billion | R$1.36 Billion | ▼ -60.5 pp |
| 2015 | 324.0% | R$4.17 Billion | R$4.75 Million | R$4.17 Billion | R$1.29 Billion | ▼ -64.5 pp |
| 2014 | 388.5% | R$4.82 Billion | R$4.63 Million | R$4.81 Billion | R$1.24 Billion | ▲ +4.2 pp |
| 2013 | 384.3% | R$4.62 Billion | R$5.06 Million | R$4.61 Billion | R$1.20 Billion | — |