With its sizable client base within healthcare, Pavilion, a Mercer practice (“Pavilion”),1 is in a unique situation to analyze a broad range of client portfolios. The study aggregated information from across Pavilion’s healthcare client base to provide details on our clients’ operating asset pools, which includes 67 observations of varying sizes across the debt rating spectrum as of December 31, 2019.


In this paper we share data and conclusions for the following categories:


1.       Constituent breakdown by debt rating and size

2.       Average allocation over time

3.       Alternatives breakdown by debt rating and size (excluding real assets)

4.       Breakdown of alternatives allocation

5.       Allocation to passive investments


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Please see Important notices for further information.

1 Services to be provided by Mercer Investments LLC using the business name of Pavilion, a Mercer Practice. Mercer Investments LLC is one of several associated legal entities that provide investments services to clients as part of a global investment advisory and investment management business (collectively referred to as “Mercer”). Mercer Investments LLC is registered to do business as “Mercer Investment Advisers LLC” in the following states: Arizona, California, Florida, Illinois, Kentucky, New Jersey, North Carolina, Oklahoma, Pennsylvania, Texas and West Virginia; as “Mercer Investments LLC (Delaware)” in Georgia; as “Mercer Investments LLC of Delaware” in Louisiana; and “Mercer Investments LLC, a limited liability company of Delaware” in Oregon. 

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