Invesco survey shows 86% of DC participants open to private markets in retirement plans
IVZ•Invesco survey highlights openness to private markets in retirement plans
- Invesco survey found U.S. defined contribution participants broadly open to adding private markets to retirement plans, contingent on clearer risk and fee education.
- Winter 2026 polling showed 86% were interested or open to private markets if given more detail on risks and fees.
- Summer 2026 survey of 517 participants found 93% associate private markets with higher fees and potentially higher returns; 58% viewed that trade-off positively.
- Risk tolerance ranked as the main driver of willingness to invest; 65% favored target date funds with a modest private markets allocation.
- Participants backed AI as a “copilot” for monitoring and rebalancing; 97% wanted decision boundaries, including 70% calling them very important.
