Retirement Solutions

Empowering Retirees

Apollo’s integrated platform was built around empowering retirees. We strive to be the leading provider of retirement income for institutions, companies and individuals.

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

Institutions

investing on behalf of public pensions and the individuals they serve

Companies

offering pension group annuities to maintain retirees’ benefits

Individuals and Families

providing both guaranteed income retirement products and long-term 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 fifteen years, Athene has focused solely on providing retirement income solutions through high-quality and long-duration 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.

Learn More About Athene

By the Numbers

1990

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

~1,900

Employees dedicated to retirement services today.

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

Moody's

2009

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

In US Fixed Annuity Sales²

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 Approach

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 funds, creating significant alignment.

“Athene is proud to offer a range of retirement savings solutions for groups and individuals. As our asset manager, Apollo plays a critical role in helping us to deliver strong investment returns that mean long-term income and a better retirement for those we serve.”

Jim Belardi
CEO of Athene

“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

Related Insights

Retirement Solutions | Apollo Updates Veronique Fournier on Bloomberg TV

June 14, 2024

Head of EMEA Global Wealth Management Solutions Veronique Fournier joined Bloomberg TV to discuss growing demand from European wealth investors for semi-liquid private market strategies, including private fixed income products.

Retirement Solutions | Apollo Updates Public vs. Private Markets for Long-Term Investing

May 01, 2024

In conversation with David Rubenstein at the Economic Club of Washington, D.C., CEO Marc Rowan discusses why, amid a growing retirement crisis, investors need to re-evaluate their understanding of private markets. Much like public markets, investments in the private markets can be either safe or risky; the main difference between public and private is liquidity, not risk.

Market Insight | Overheard at Apollo Overheard @ Apollo: Challenges Facing U.S. Public Pensions

November 16, 2023

Apollo's Chief Public Pension Strategist discusses the challenges facing U.S. public pensions and how alternative investments can have the potential to help bolster returns on behalf of their members.

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Note

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 December 2022 (A+, 5th highest out of 21), Fitch rating as of September 2023 (A+, 5th highest of 19), A.M. Best rating as of June 2024 (A+, 2nd highest of 16) and Moody’s rating as of July 2023 (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)

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