Caldwell Partners International Inc Strategic Asset Allocation Index
Caldwell Partners International Inc strategic asset allocation index. Caldwell Partners International Inc (CWL) has a Strategic Asset Allocation Index of 4.4% as of February 2026. Strategic assets (PP&E of CA$- plus long-term investments of CA$1.53 Million) total CA$1.53 Million, measured against net assets of CA$34.75 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Caldwell Partners International Inc balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Caldwell Partners International Inc (2014–2025)
Strategic asset allocation index of Caldwell Partners International Inc from 2014 to 2025. This chart shows how Caldwell Partners International Inc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of February 2026, the index stands at 4.4%, representing strategic assets of CA$1.53 Million against net assets of CA$34.75 Million CAD. Check Caldwell Partners International Inc tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Caldwell Partners International Inc Strategic Asset Allocation Index by Year (2014–2025)
Caldwell Partners International Inc strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Caldwell Partners International Inc from 2014 to 2025, 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 CWL company net worth.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 21.0% | CA$7.36 Million | CA$5.75 Million | CA$1.60 Million | CA$34.97 Million | ▼ -6.3 pp |
| 2024 | 27.3% | CA$8.79 Million | CA$7.10 Million | CA$1.68 Million | CA$32.13 Million | ▼ -34.4 pp |
| 2023 | 61.8% | CA$17.12 Million | CA$15.08 Million | CA$2.04 Million | CA$27.72 Million | ▲ +38.6 pp |
| 2022 | 23.1% | CA$8.12 Million | CA$7.38 Million | CA$736.00K | CA$35.06 Million | ▼ -22.5 pp |
| 2021 | 45.7% | CA$11.76 Million | CA$11.52 Million | CA$242.00K | CA$25.75 Million | ▼ -13.4 pp |
| 2020 | 59.0% | CA$9.89 Million | CA$9.82 Million | CA$71.00K | CA$16.76 Million | ▲ +48.4 pp |
| 2019 | 10.6% | CA$1.46 Million | CA$1.38 Million | CA$85.00K | CA$13.85 Million | ▼ -0.3 pp |
| 2018 | 10.9% | CA$1.51 Million | CA$1.38 Million | CA$137.00K | CA$13.92 Million | ▼ -3.4 pp |
| 2017 | 14.2% | CA$1.87 Million | CA$1.70 Million | CA$172.00K | CA$13.12 Million | ▼ -4.4 pp |
| 2016 | 18.7% | CA$2.41 Million | CA$1.84 Million | CA$573.00K | CA$12.93 Million | ▲ +6.2 pp |
| 2015 | 12.5% | CA$1.82 Million | CA$1.82 Million | CA$- | CA$14.59 Million | ▲ +1.4 pp |
| 2014 | 11.1% | CA$1.59 Million | CA$1.59 Million | CA$- | CA$14.38 Million | — |