Morgan Stanley Strategic Asset Allocation Index
Morgan Stanley strategic asset allocation index. Morgan Stanley (MSBR34) has a Strategic Asset Allocation Index of 349.3% as of September 2025. Strategic assets (PP&E of R$- plus long-term investments of R$387.93 Billion) total R$387.93 Billion, measured against net assets of R$111.05 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Morgan Stanley tangible net worth ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Morgan Stanley (2014–2024)
Strategic asset allocation index of Morgan Stanley from 2014 to 2024. This chart shows how Morgan Stanley's Strategic Asset Allocation Index has evolved across 17 annual periods from 2014 to 2024. As of September 2025, the index stands at 349.3%, representing strategic assets of R$387.93 Billion against net assets of R$111.05 Billion BRL.
Morgan Stanley Strategic Asset Allocation Index by Year (2014–2024)
Morgan Stanley strategic asset allocation index by year from 2014 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Morgan Stanley from 2014 to 2024, covering 17 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 market cap of Morgan Stanley.
| Year | SAAI | Strategic Assets (BRL) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 329.2% | R$347.03 Billion | R$4.11 Billion | R$342.92 Billion | R$105.43 Billion | ▼ -34.6 pp |
| 2023 | 363.7% | R$363.68 Billion | R$4.37 Billion | R$359.31 Billion | R$99.98 Billion | ▲ +23.3 pp |
| 2022 | 340.5% | R$340.95 Billion | R$4.07 Billion | R$336.88 Billion | R$100.14 Billion | ▼ -18.0 pp |
| 2021 | 358.5% | R$377.96 Billion | R$4.27 Billion | R$373.69 Billion | R$105.44 Billion | ▼ -132.1 pp |
| 2020 | 490.6% | R$499.31 Billion | R$4.42 Billion | R$494.89 Billion | R$101.78 Billion | ▼ -8.3 pp |
| 2019 | 498.9% | R$406.83 Billion | R$4.00 Billion | R$402.83 Billion | R$81.55 Billion | ▲ +52.6 pp |
| 2018 | 446.3% | R$358.13 Billion | R$- | R$358.13 Billion | R$80.25 Billion | ▼ -51.8 pp |
| 2017 | 498.1% | R$385.49 Billion | R$8.40 Billion | R$377.08 Billion | R$77.39 Billion | ▼ -687.8 pp |
| 2017 | 1185.9% | R$552.27 Billion | R$1.85 Billion | R$550.42 Billion | R$46.57 Billion | ▼ -113.7 pp |
| 2017 | 1299.6% | R$625.00 Billion | R$1.17 Billion | R$623.84 Billion | R$48.09 Billion | ▲ +838.2 pp |
| 2016 | 461.5% | R$350.95 Billion | R$8.70 Billion | R$342.25 Billion | R$76.05 Billion | ▼ -797.7 pp |
| 2016 | 1259.1% | R$528.46 Billion | R$1.88 Billion | R$526.58 Billion | R$41.97 Billion | ▼ -80.2 pp |
| 2016 | 1339.4% | R$595.71 Billion | R$1.33 Billion | R$594.38 Billion | R$44.48 Billion | ▲ +1231.0 pp |
| 2015 | 108.4% | R$81.50 Billion | R$6.37 Billion | R$75.13 Billion | R$75.18 Billion | ▼ -1133.2 pp |
| 2015 | 1241.6% | R$493.67 Billion | R$1.75 Billion | R$491.92 Billion | R$39.76 Billion | ▼ -182.4 pp |
| 2015 | 1424.0% | R$530.99 Billion | R$1.12 Billion | R$529.87 Billion | R$37.29 Billion | ▲ +1313.4 pp |
| 2014 | 110.6% | R$79.78 Billion | R$6.11 Billion | R$73.67 Billion | R$72.10 Billion | — |