Retirement Solutions

Literature

Empowering Retirees

Apollo has delivered investment solutions across the retirement ecosystem for more than three decades. Our private markets investments have helped drive risk-adjusted returns and diversified outcomes for millions of pension plan participants, and our integrated platform with Athene partners with institutions, fiduciaries and plan sponsors to provide guaranteed income and help improve retirement outcomes.

As populations age and public markets grow increasingly concentrated, Apollo is bringing innovative products with private markets and guaranteed income to institutions, fiduciaries and the retirees they represent.

A Shifting Landscape

We believe the time-tested diversification, return-generation and security of private markets and guaranteed income are well-positioned to support long-term outcomes across the retirement ecosystem.

$3.7T

Retirement savings gap in the US (2)

12,000

Americans are reaching retirement age every day (3)

87%

Of US companies with over $100 million in revenue are private (4)

A Platform for What’s Next

Apollo and Athene work together to deliver modern building blocks for retirement portfolios, providing retirement professionals access to scalable solutions backed by decades of experience and unparalleled alignment.

Private Markets Access
Private Markets Access

Strategies that seek to deliver strong risk-adjusted returns and diversification across market environments.

Product Innovation
Product Innovation

Customized private markets exposure and guaranteed income for diversified, professionally-managed retirement portfolios.

Strong Alignment
Strong Alignment

Both Apollo and Athene invest side-by-side with our clients in several Apollo-managed funds.

Decades of Retirement Experience, One Integrated Platform

Since our founding in 1990, Apollo has worked with institutions to deliver investment solutions tailored to retirement needs. In 2009, Athene was created to provide retirement income products at scale. Our 2022 merger brought these capabilities together—creating a fully-integrated platform focused on today’s retirement needs.
Apollo Asset Management and Athene

By the Numbers

1,900+

Employees dedicated to retirement

1 million+

Savers receiving retirement income security

200+

Pensions and fiduciary partners served

11+

perpetual and semi-liquid investment vehicles with private markets, from investment-grade credit to equity replacement


Athene financial strength ratings¹

Athene’s platform is backed by consistently strong ratings.

A+

A.M. Best

A+

S&P

A+

Fitch

A1

Moody's 

Neil Mehta
“We’re delivering retirement income and private market solutions that address the evolving needs of retirees and the fiduciaries who serve them around the world—driving better outcomes through scale, innovation, and alignment.” 

Neil Mehta
Partner and Global Head of New Markets, Apollo

“We have a strong track record of delivering guaranteed income and retirement solutions that generate excess return and help our global clients meet their goals with confidence.”

Sean Brennan
Co-President and Chief Commercial Officer, Athene USA

John Zito

Related Insights


1. Financial strength ratings for Athene Annuity & Life Assurance Company, Athene Annuity and Life Company, Athene Annuity & Life Assurance Company of New York and Athene Life Re Ltd. S&P, Fitch, A.M. Best’s and Moody’s credit ratings reflect their assessment of the relative ability of an insurer to meet its ongoing insurance policy and contract obligations. S&P rating as of January 2024 (A+, 5th highest out of 21), Fitch rating as of September 2024 (A+, 5th highest of 19), A.M. Best rating as of June 2024 (A+, 2nd highest of 16) and Moody’s rating as of September 2024 (A1, 5th highest of 21). Athene Holding Ltd.’s credit rating is A-/A-/bbb+ for S&P, Fitch and A.M. Best, respectively.

2. Source: Jack VanDerhei, Ph.D., “Impact of various legislative proposals and industry innovations on retirement income adequacy,” ebri.org, January 20, 2021.

3. Source: UN populations statistics, Haver Analytics, Apollo Chief Economist. As of April 2025.

4. Source: S&P CapitaliQ, Apollo Chief Economist. Note: For companies with last 12-month revenue greater than $100 million by count.