25 Statistics on Hospital Asset Allocation in FY 2010

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.

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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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