Invesco Defined Contribution Survey Reveals Plan Participants are Open to Private Markets and AI Alongside Greater Education and Control
Invesco's Summer 2026 Defined Contribution Participant Pulse Survey, conducted with Ipsos among 517 U.S. plan participants at organizations with 1,000 or more employees, found broad openness to adding private markets to workplace retirement plans. In the findings, 93% agreed private markets typically carry higher fees and potentially higher returns, 58% viewed that trade-off positively, and 65% expressed interest in a target date fund with a modest private markets allocation.
Key figures
- Survey respondents
- 517
- Private markets aum
- 135000000000
- Ai guardrails very important
- 70%
- Aware of higher fees returns
- 93%
- Interested in tdf with privates
- 65%
- View fee return tradeoff positively
- 58%
- Open to private markets prior survey
- 86%
- Ai guardrails at least somewhat important
- 97%
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.