Private Investments for Defined Contribution

Overview

OVERVIEW

Building Better Retirement Portfolios

Defined contribution (DC) plans are a principal retirement savings vehicle for millions of individuals. While their investment lineups have historically relied primarily on public market strategies, that approach may not fully reflect today’s evolving investment landscape and the significant role of private markets. In the US, for example, 81% of companies with more than $100 million in revenue are private.¹ We believe incorporating private market strategies alongside public market investments can help broaden the opportunity set available to participants in support of better long-term retirement outcomes.

The Case for Private Markets in DC

Traditional portfolios face evolving challenges including lower forward-return expectations, public market concentration and rising retirement income needs.

Even a modest allocation of private investments within a professionally managed DC portfolio can help address these concerns.

Enhance net-of-fees return potential
Seek to improve long-term retirement outcomes
Increase diversification
While maintaining appropriate liquidity and risk controls

Apollo’s Approach: Delivering Private Investment Strategies Built for DC

Icon

Designed for the Default

Integrates private markets into core DC plan architectures.

Clock Icon

Periodic Liquidity

Evergreen structures designed for integration within DC plan architectures.

Unlock Icon

Operationally Ready

Designed to meet the operational and fiduciary standards of DC plans.

Shapes Icon

Flexible Implementation

Offers multiple implementation pathways to meet sponsor needs.

The Next Evolution of DC Investing

New structures are expanding the ways DC plans can access private markets. Over three decades of experience delivering private market solutions to institutional investors, we belive Apollo is well positioned to help bring these opportunities to retirement savers. We do so by offering DC plans access to our established private markets capabilities through structures purpose built for their unique needs.

Interested in Learning More?

Contact Us

To get in touch with one of our team members, please provide us with the following information.

Your request has been successfully sent to us! Our corresponding team will reach out to you shortly via your email EMAIL_PLACEHOLDER

Something went wrong!

In the UK, this communication is issued by Apollo Management International LLP (“AMI”), which is authorised and regulated by the UK Financial Conduct Authority. Apollo Credit Management International Limited is an appointed representative of AMI.

  1. Sources: S&P Capital IQ, Apollo Chief Economist, as of February 2026. Note: For companies with last 12-month revenue greater then $100 million by count.