Invesco Survey Shows Retirement Plan Participants Open to Private Markets and AI, With Conditions — Invesco Ltd.

Event summary

Invesco's Summer 2026 Defined Contribution Participant Pulse Survey found 86% of participants open to private market investments with proper education on risks and fees.
93% of participants acknowledged higher fees and potential higher returns in private markets, with 58% viewing the trade-off positively.
Participants preferred a 'copilot' model for AI in retirement planning, emphasizing human oversight and control over investment decisions.
Invesco Private Markets manages $135 billion in AUM as of June 30, 2026, with Invesco Ltd. overseeing $2.5 trillion in total AUM.

The big picture

Invesco's survey highlights a growing openness among retirement plan participants to alternative investments and AI-driven tools, reflecting broader industry trends toward democratizing access to private markets and leveraging technology for financial planning. The findings underscore the need for clear communication and education to build participant confidence, particularly as asset managers like Invesco seek to expand their offerings in a competitive landscape.

What we're watching

Education and Transparency: How Invesco and other asset managers will address the uneven understanding of private markets among retirement plan participants.
AI Integration: Whether the 'copilot' model for AI in retirement planning can balance efficiency with human oversight.
Market Access: The pace at which private market investments are integrated into professionally managed retirement solutions.