SM Wirtschaftsberatungs AG Strategic Asset Allocation Index
SM Wirtschaftsberatungs AG strategic asset allocation index. SM Wirtschaftsberatungs AG (SMWN) has a Strategic Asset Allocation Index of 11.4% as of June 2023. Strategic assets (PP&E of €2.05 Million plus long-term investments of €-) total €2.05 Million, measured against net assets of €17.93 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SMWN equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of SM Wirtschaftsberatungs AG (2001–2022)
Strategic asset allocation index of SM Wirtschaftsberatungs AG from 2001 to 2022. This chart shows how SM Wirtschaftsberatungs AG's Strategic Asset Allocation Index has evolved across 21 annual periods from 2001 to 2022. As of June 2023, the index stands at 11.4%, representing strategic assets of €2.05 Million against net assets of €17.93 Million EUR. Check SM Wirtschaftsberatungs AG (SMWN) tangible equity ratio to evaluate the tangible quality of the company's equity base.
SM Wirtschaftsberatungs AG Strategic Asset Allocation Index by Year (2001–2022)
SM Wirtschaftsberatungs AG strategic asset allocation index by year from 2001 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for SM Wirtschaftsberatungs AG from 2001 to 2022, covering 21 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 SMWN company net worth.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 11.8% | €2.08 Million | €2.08 Million | €- | €17.66 Million | ▼ -0.6 pp |
| 2021 | 12.4% | €2.14 Million | €2.14 Million | €- | €17.26 Million | ▼ -0.6 pp |
| 2020 | 13.0% | €2.19 Million | €2.19 Million | €- | €16.92 Million | ▼ -0.7 pp |
| 2019 | 13.6% | €2.25 Million | €2.25 Million | €- | €16.50 Million | ▼ -105.8 pp |
| 2018 | 119.5% | €18.73 Million | €576.06K | €18.16 Million | €15.68 Million | ▼ -8.8 pp |
| 2017 | 128.3% | €17.81 Million | €595.80K | €17.21 Million | €13.88 Million | ▲ +66.3 pp |
| 2016 | 62.0% | €4.53 Million | €616.29K | €3.92 Million | €7.31 Million | ▲ +3.4 pp |
| 2015 | 58.6% | €3.83 Million | €637.54K | €3.19 Million | €6.53 Million | ▲ +3.3 pp |
| 2014 | 55.3% | €3.25 Million | €624.19K | €2.62 Million | €5.87 Million | ▲ +10.8 pp |
| 2013 | 44.4% | €2.84 Million | €630.43K | €2.21 Million | €6.40 Million | ▼ -10.6 pp |
| 2012 | 55.0% | €3.26 Million | €17.91K | €3.24 Million | €5.93 Million | ▲ +54.5 pp |
| 2011 | 0.5% | €30.00K | €30.00K | €- | €6.20 Million | ▲ +0.2 pp |
| 2010 | 0.3% | €22.00K | €22.00K | €- | €7.64 Million | ▼ 0.0 pp |
| 2009 | 0.3% | €22.00K | €22.00K | €- | €7.50 Million | ▼ -14.7 pp |
| 2008 | 15.0% | €1.04 Million | €1.04 Million | €- | €6.96 Million | ▲ +4.8 pp |
| 2007 | 10.2% | €1.23 Million | €1.23 Million | €- | €12.12 Million | ▲ +8.8 pp |
| 2005 | 1.4% | €112.00K | €112.00K | €- | €8.11 Million | ▼ -19.5 pp |
| 2004 | 20.9% | €1.62 Million | €1.62 Million | €- | €7.77 Million | ▲ +3.6 pp |
| 2003 | 17.3% | €1.70 Million | €1.70 Million | €- | €9.81 Million | ▼ -0.9 pp |
| 2002 | 18.2% | €2.27 Million | €2.27 Million | €- | €12.44 Million | ▼ -56.7 pp |
| 2001 | 74.9% | €9.57 Million | €9.57 Million | €- | €12.78 Million | — |