Schwager Strategic Asset Allocation Index
Schwager strategic asset allocation index. Schwager (SCHWAGER) has a Strategic Asset Allocation Index of 50.5% as of June 2023. Strategic assets (PP&E of CL$12.78 Billion plus long-term investments of CL$-) total CL$12.78 Billion, measured against net assets of CL$25.31 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SCHWAGER net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Schwager (2014–2022)
Strategic asset allocation index of Schwager from 2014 to 2022. This chart shows how Schwager's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of June 2023, the index stands at 50.5%, representing strategic assets of CL$12.78 Billion against net assets of CL$25.31 Billion CLP. Check Schwager tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Schwager Strategic Asset Allocation Index by Year (2014–2022)
Schwager strategic asset allocation index by year from 2014 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Schwager from 2014 to 2022, covering 9 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 SCHWAGER market cap overview.
| Year | SAAI | Strategic Assets (CLP) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 49.6% | CL$12.00 Billion | CL$12.00 Billion | CL$- | CL$24.18 Billion | ▼ -5.5 pp |
| 2021 | 55.1% | CL$12.29 Billion | CL$12.29 Billion | CL$- | CL$22.30 Billion | ▼ -21.5 pp |
| 2020 | 76.6% | CL$13.65 Billion | CL$13.65 Billion | CL$- | CL$17.83 Billion | ▲ +6.9 pp |
| 2019 | 69.7% | CL$11.66 Billion | CL$11.66 Billion | CL$- | CL$16.73 Billion | ▲ +17.4 pp |
| 2018 | 52.3% | CL$9.49 Billion | CL$9.49 Billion | CL$2.52 Million | CL$18.16 Billion | ▲ +1.6 pp |
| 2017 | 50.7% | CL$9.21 Billion | CL$9.21 Billion | CL$2.52 Million | CL$18.17 Billion | ▼ -4.5 pp |
| 2016 | 55.2% | CL$9.49 Billion | CL$9.49 Billion | CL$2.52 Million | CL$17.20 Billion | ▼ -5.7 pp |
| 2015 | 60.9% | CL$9.76 Billion | CL$9.26 Billion | CL$502.07 Million | CL$16.02 Billion | ▲ +2.2 pp |
| 2014 | 58.8% | CL$8.98 Billion | CL$8.46 Billion | CL$525.74 Million | CL$15.29 Billion | — |