CI Financial Corp Strategic Asset Allocation Index
CI Financial Corp 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. Check CI Financial Corp (CIX) tangible net worth to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of CI Financial Corp (2013–2024)
Strategic asset allocation index of CI Financial Corp from 2013 to 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.
CI Financial Corp Strategic Asset Allocation Index by Year (2013–2024)
CI Financial Corp strategic asset allocation index by year from 2013 to 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 live market cap and overall valuation, see CI Financial Corp market capitalisation.
| 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 | — |