Morgan Stanley (MSBR34) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
Morgan Stanley Strategic Asset Allocation Index (2014–2024)
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. Explore MSBR34 cash generation efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Morgan Stanley (2014–2024)
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 the full company profile including market capitalisation, see Morgan Stanley market capitalisation.
| 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 | — |