IGM Financial Inc. (IGM) — Strategic Asset Allocation Index
IGM Financial Inc. (IGM) has a Strategic Asset Allocation Index of 43.3% as of March 2026. Strategic assets (PP&E of CA$- plus long-term investments of CA$3.93 Billion) total CA$3.93 Billion, measured against net assets of CA$9.07 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check IGM Financial Inc. liquidity resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
IGM Financial Inc. Strategic Asset Allocation Index (2013–2025)
This chart shows how IGM Financial Inc.'s Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of March 2026, the index stands at 43.3%, representing strategic assets of CA$3.93 Billion against net assets of CA$9.07 Billion CAD. See IGM Financial Inc. (IGM) financial flexibility to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for IGM Financial Inc. (2013–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for IGM Financial Inc. from 2013 to 2025, covering 13 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 IGM stock market capitalisation.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 46.5% | CA$4.21 Billion | CA$343.75 Million | CA$3.86 Billion | CA$9.04 Billion | ▼ -9.5 pp |
| 2024 | 56.0% | CA$4.41 Billion | CA$309.12 Million | CA$4.10 Billion | CA$7.87 Billion | ▼ -5.1 pp |
| 2023 | 61.1% | CA$4.11 Billion | CA$306.96 Million | CA$3.80 Billion | CA$6.72 Billion | ▲ +18.3 pp |
| 2022 | 42.9% | CA$2.69 Billion | CA$326.29 Million | CA$2.36 Billion | CA$6.26 Billion | ▲ +4.9 pp |
| 2021 | 38.0% | CA$2.47 Billion | CA$315.96 Million | CA$2.15 Billion | CA$6.50 Billion | ▼ -7.6 pp |
| 2020 | 45.6% | CA$2.30 Billion | CA$329.69 Million | CA$1.97 Billion | CA$5.04 Billion | ▼ -6.1 pp |
| 2019 | 51.7% | CA$2.33 Billion | CA$216.96 Million | CA$2.11 Billion | CA$4.50 Billion | ▲ +2.9 pp |
| 2018 | 48.9% | CA$2.25 Billion | CA$138.65 Million | CA$2.11 Billion | CA$4.60 Billion | ▲ +5.8 pp |
| 2017 | 43.1% | CA$2.08 Billion | CA$150.47 Million | CA$1.93 Billion | CA$4.83 Billion | ▲ +12.2 pp |
| 2016 | 30.9% | CA$1.47 Billion | CA$161.34 Million | CA$1.31 Billion | CA$4.75 Billion | ▲ +9.1 pp |
| 2015 | 21.9% | CA$1.06 Billion | CA$140.36 Million | CA$919.62 Million | CA$4.85 Billion | ▲ +2.2 pp |
| 2014 | 19.6% | CA$926.46 Million | CA$121.85 Million | CA$804.60 Million | CA$4.72 Billion | ▲ +1.7 pp |
| 2013 | 17.9% | CA$843.32 Million | CA$121.44 Million | CA$721.89 Million | CA$4.71 Billion | — |