Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next

Private markets are trying to make a move from the margins to the mainstream in workplace retirement plans—and the implications could be enormous. In this episode, we sit down with Greg Jenkins, CFA, Managing Director of Defined Contribution Solutions at Invesco to explore what this potential shift could mean for advisors, plan sponsors, and participants alike.

Jenkins, who works with plan sponsors, consultants and advisors on DC-related products and custom applications, shares his thoughts on the shifting regulatory environment, interest levels among plan sponsors, different types of private market investments being considered, how they could help with potential diversification and limiting sequence-of-return risk, and more.

Key Insights:

Regulatory Momentum Is Fueling Private Market Interest
Private markets are gaining traction in defined contribution (DC) plans due to regulatory support, particularly President Trump’s executive order directing the DOL and SEC to clarify guidance. This shift is increasing plan sponsor interest, especially those familiar with private markets in defined benefit (DB) plans.

Participant Education & Potential Diversification Benefits
Research reveals 80% of participants favor including private investments in managed solutions.

See Also:

Large-Cap Value Investing in 401(k) Plans with Invesco’s Devin Armstrong

How to Better Reach 401(k) Participants with Invesco’s Greg Jenkins

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AI = Artificial Intelligence

About Risk

Alternative investment products, including hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.  There is often no secondary market for hedge funds and private equity, and none is expected to develop. There may be restrictions on transferring interests in such investments.

Investing in commercial real estate assets involves certain risks, including but not limited to: tenants’ inability to pay rent; increases in interest rates and lack of availability of financing; tenant turnover and vacancies; and changes in supply of or demand for similar property types in a given market.

A target date fund identifies a specific time at which investors are expected to begin making withdrawals, e.g., now, 2025, 2030. The principal value of the fund is not guaranteed at any time, including at the target date.

Important Information

This material is for informational, and educational purposes only and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument. It is not intended to be legal or tax advice or to offer a comprehensive resource for tax-qualified retirement plans. 

The opinions expressed are those of the presenter(s), are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.

This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.

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