Retirement Solutions
Literature

The Apollo Approach

Empowering Retirees

Aging populations, the shift from defined-benefit to defined-contribution plans and an investment landscape with increasingly hard-to-find excess returns are driving demand for Apollo’s offerings across fixed-income replacement and alternative investment solutions. Through our integrated platform we serve:

Institutions

We invest on behalf of public pensions and the individuals they serve.

Companies

We offer pension group annuities to maintain their retirees’ benefits.

Individuals and Families

We provide wealth generation solutions in the private markets.

Our Integrated Platform


In 2022, Apollo merged with Athene to further align our asset management business with retirement services. For nearly 15 years, Athene has focused solely on providing retirement income solutions through principal-protected investment products to individuals and corporations.

Apollo continues to provide asset management capabilities designed for public pensions, families and institutions seeking excess returns, as well as for the liability needs of retirement services companies like Athene, for which we source high-quality, long-duration investments across private and public global markets.

Key Platform Features


Empowering the Individual

We seek to provide individuals with high-quality and long-duration investment products to create lasting retirement income.


The Apollo Alternatives Advantage

Apollo’s disciplined teams strive to deliver on the promise of alternative investments to earn excess return per unit of risk at every point along the risk/reward spectrum, in any market environment.


Full Alignment

Both Apollo and Athene are committed side-by-side with our clients as investors in Apollo-managed strategies, creating strong alignment.

John Zito
“Apollo seeks to provide retirement income for clients across our integrated platform – from institutions to corporate pension plans and, increasingly, individuals. We look forward to offering even more of Apollo’s innovative alternative strategies to financial advisors and their clients going forward.” 

Stephanie Drescher
Chief Client and Product Development Officer

At-A-Glance

1990

Apollo is founded and begins providing retirement income solutions for public pensions and other institutions.

1900+

Employees dedicated to retirement services today.

9

Perpetual, semi-liquid registered investment products available for individual investors seeking to generate long-term wealth.

100+

Pensions served through our asset management business and pension group annuity transactions.

Athene Financial Strength Ratings1
A+

A.M. Best

A+

S&P

A+

Fitch

A1

Moody's 

2009

Athene is founded to offer retirement solutions for both individuals and corporations.

#1

In US Fixed Annuities Sales²

 

Apollo Academy: Learn from Experience

Learn more about how to deploy and capitalize on alternatives opportunities with a complete ecosystem of educational videos, classes, and live events—all eligible for CE credits—as well as whitepapers, articles, podcasts and much more.

In-depth classes on key asset classes, portfolio construction, and more.

We view investment in the clean transition as a theme rather than a specific asset class.

A purpose-built alternatives portfolio can replicate the return profile of public equities.

Chief Economist Torsten Slok presents his views on the economy and impacts for markets.


Explore More Alternative Investment Solutions

Credit

Our credit ecosystem spans the financing universe across private and public markets, helping companies and investors access flexible solutions to fund their growth and achieve their objectives.

Equity

With a focus on purchase price matters and underwriting DNA, our equity platform provides creative solutions across our all-weather strategies.

Real Assets

Our fully-integrated real assets platform spans across geographies, investing across the risk spectrum through multiple specialities.

      

Note

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 3Q’23 YTD industry rankings per Life Insurance Marketing and Research Association (LIMRA)