Invesco Expands Private Markets Access for Defined Contribution Market with Launch of Core Plus Real Estate Collective Investment Trust - Invesco (NYSE:IVZ)

Group 1: Company Overview - Invesco Ltd. is a leading global asset management firm with US$2.2 trillion in assets under management as of December 31, 2025 [8] - Invesco Private Markets manages $131 billion in assets under management (AUM) as of December 31, 2025, focusing on private real estate, private credit, and alternative investment solutions [5] - Invesco Real Estate, part of Invesco Private Markets, has $84.2 billion in real estate assets under management as of September 30, 2025 [6] Group 2: Product Launch - Invesco announced the launch of the Invesco Core Plus Real Estate Trust, a collective investment trust designed for defined contribution plans to access private real estate [1][2] - The Trust is managed by Invesco Trust Company and sub-advised by Invesco Advisers, Inc., aimed at a broad range of plan types and sizes [2] Group 3: Market Trends and Insights - Private market strategies, including real estate, have gained attention among retirement plan sponsors, with less than 1% allocation in defined contribution plans according to industry surveys [3] - Insights from Invesco's 2026 Defined Contribution Participant Pulse Survey indicate that over 85% of participants are interested in private market investments in their employer-sponsored retirement plans [4]