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.
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. Explore cash efficiency ratio of CI Financial Corp to assess how effectively this company generates cash.
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. For the full company profile including market capitalisation, see CI Financial Corp (CIX) total market value.
| 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 | — |