Banco Alfa de Investimento S.A (BRIV3) — 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. Check BRIV3 asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Banco Alfa de Investimento S.A Strategic Asset Allocation Index (2013–2023)
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. See financial agility of Banco Alfa de Investimento S.A to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Banco Alfa de Investimento S.A (2013–2023)
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 the full company profile including market capitalisation, see market value of Banco Alfa de Investimento S.A.
| 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 | — |