CI Financial Corp (CIX) — Strategic Asset Allocation Index
CI Financial Corp (CIX) has a Strategic Asset Allocation Index of 84.9% as of June 2025. Strategic assets (PP&E of CA$409.52 Million plus long-term investments of CA$-) total CA$409.52 Million, measured against net assets of CA$482.15 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See CI Financial Corp (CIX) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
CI Financial Corp Strategic Asset Allocation Index (2013–2024)
This chart shows how CI Financial Corp's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of June 2025, the index stands at 84.9%, representing strategic assets of CA$409.52 Million against net assets of CA$482.15 Million CAD. For live market cap and overall valuation, see market cap of CI Financial Corp.
Annual Strategic Asset Allocation Index for CI Financial Corp (2013–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for CI Financial Corp from 2013 to 2024, covering 12 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 what is CI Financial Corp's book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 158.3% | CA$649.71 Million | CA$408.11 Million | CA$241.60 Million | CA$410.53 Million | ▲ +105.7 pp |
| 2023 | 52.5% | CA$546.34 Million | CA$314.84 Million | CA$231.50 Million | CA$1.04 Billion | ▲ +21.4 pp |
| 2022 | 31.1% | CA$505.04 Million | CA$195.01 Million | CA$310.04 Million | CA$1.62 Billion | ▲ +0.0 pp |
| 2021 | 31.1% | CA$502.17 Million | CA$195.20 Million | CA$306.97 Million | CA$1.62 Billion | ▲ +21.1 pp |
| 2020 | 10.0% | CA$161.79 Million | CA$97.60 Million | CA$64.19 Million | CA$1.62 Billion | ▲ +2.2 pp |
| 2019 | 7.8% | CA$117.69 Million | CA$90.84 Million | CA$26.86 Million | CA$1.50 Billion | ▲ +4.0 pp |
| 2018 | 3.8% | CA$54.49 Million | CA$44.98 Million | CA$9.51 Million | CA$1.43 Billion | ▲ +1.4 pp |
| 2017 | 2.4% | CA$49.90 Million | CA$43.24 Million | CA$6.66 Million | CA$2.06 Billion | ▲ +0.4 pp |
| 2016 | 2.0% | CA$34.74 Million | CA$34.74 Million | CA$- | CA$1.75 Billion | ▲ +0.2 pp |
| 2015 | 1.7% | CA$33.17 Million | CA$33.17 Million | CA$- | CA$1.90 Billion | ▼ -0.2 pp |
| 2014 | 2.0% | CA$37.95 Million | CA$37.95 Million | CA$- | CA$1.91 Billion | ▼ -0.4 pp |
| 2013 | 2.3% | CA$42.72 Million | CA$42.72 Million | CA$- | CA$1.82 Billion | — |