In fiscal year 2010, 37 percent of hospitals and health systems committed their investable asset portfolios to fixed income, the highest of any asset class, according to a study from the Commonfund Institute.
The Commonfund Institute analyzed investment and financial data of 90 non-profit hospitals and health systems. Here are 25 statistics on the how hospitals invested their assets in FY 2010.
Overall allocation of investable assets
Fixed income — 37 percent
Domestic equities — 24 percent
Alternative strategies — 17 percent
International equities — 15 percent
Short-term securities/cash/other — 7 percent
Allocation of investable assets (organizations with more than $1 billion in assets)
Fixed income — 38 percent
Domestic equities — 22 percent
Alternative strategies — 21 percent
International equities — 12 percent
Short-term securities/cash/other — 7 percent
Allocation of investable assets (organizations with $501 million to $1 billion in assets)
Fixed income — 42 percent
Domestic equities — 24 percent
Alternative strategies — 16 percent
International equities — 10 percent
Short-term securities/cash/other — 8 percent
Allocation of investable assets (organizations with $251 million to $500 million in assets)
Fixed income — 39 percent
Domestic equities — 31 percent
Alternative strategies — 11 percent
International equities — 13 percent
Short-term securities/cash/other — 6 percent
Allocation of investable assets (organizations with less than $251 million in assets)
Fixed income — 39 percent
Domestic equities — 28 percent
Alternative strategies — 10 percent
International equities — 11 percent
Short-term securities/cash/other — 12 percent
The Commonfund Institute analyzed investment and financial data of 90 non-profit hospitals and health systems. Here are 25 statistics on the how hospitals invested their assets in FY 2010.
Overall allocation of investable assets
Fixed income — 37 percent
Domestic equities — 24 percent
Alternative strategies — 17 percent
International equities — 15 percent
Short-term securities/cash/other — 7 percent
Allocation of investable assets (organizations with more than $1 billion in assets)
Fixed income — 38 percent
Domestic equities — 22 percent
Alternative strategies — 21 percent
International equities — 12 percent
Short-term securities/cash/other — 7 percent
Allocation of investable assets (organizations with $501 million to $1 billion in assets)
Fixed income — 42 percent
Domestic equities — 24 percent
Alternative strategies — 16 percent
International equities — 10 percent
Short-term securities/cash/other — 8 percent
Allocation of investable assets (organizations with $251 million to $500 million in assets)
Fixed income — 39 percent
Domestic equities — 31 percent
Alternative strategies — 11 percent
International equities — 13 percent
Short-term securities/cash/other — 6 percent
Allocation of investable assets (organizations with less than $251 million in assets)
Fixed income — 39 percent
Domestic equities — 28 percent
Alternative strategies — 10 percent
International equities — 11 percent
Short-term securities/cash/other — 12 percent
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