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. See Banco Alfa de Investimento S.A balance sheet quality to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see Banco Alfa de Investimento S.A (BRIV3) market capitalisation.
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. See BRIV3 net asset value for net asset value and shareholders' equity analysis.
| 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 | — |