Invesco survey shows 86% of DC participants open to private markets in retirement plans

By Public Technologies
  • Invesco survey found US 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.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Invesco Ltd. published the original content used to generate this news brief via PR Newswire (Ref. ID: NY52614) on September 21, 2026, and is solely responsible for the information contained therein.

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