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Perspectives: One audience, one language — the words that work for investors also work for advisers and CIOs
Research - APRIL 30, 2026

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Perspectives: One audience, one language — the words that work for investors also work for advisers and CIOs

by Geoffrey Dohrmann

For decades, the investment industry has operated on a largely unquestioned assumption: language must change depending on who is sitting across the table. Participants need simplicity. CIOs need rigor. Plan sponsors want governance. Wealth clients want reassurance. Each audience, the thinking goes, requires its own vocabulary, tone and explanatory framework.

According to Invesco, that assumption is outdated. Insights from Invesco’s Winter 2026 Defined Contribution Participant Pulse Survey — combined with the firm’s long-running research on financial language — suggest there is far more alignment than divergence between what investors, advisers and institutional decision

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