Invesco Survey Shows Retirement Plan Participants Open to Private Markets and AI with Emphasis on Education
A Summer 2026 survey by Invesco, in partnership with Ipsos, found that retirement plan participants are open to private market investments and the use of artificial intelligence (AI) in their financial planning. However, comfort levels depend heavily on education, transparency, and human oversight. The study surveyed 517 U.S. DC plan participants from large organizations and revealed strong awareness of higher fees associated with private markets but also a positive perception among many regarding potential returns. Participants showed particular interest in strategies like private lending, infrastructure, real estate, and private equity. Additionally, they were receptive to accessing these investments through professionally managed retirement solutions such as target date funds. Regarding AI, participants favored a
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Topics: artificial intelligence investor education private markets retirement plans