Cohen & Steers’ separately managed accounts (SMAs) can offer unique advantages compared to other investment vehicles, including greater customization of portfolios and enhanced tax efficiency.
Professional management
SMAs use the same or similar strategies used in our mutual fund line-up and provide access to the same expert portfolio managers, analysts, and traders.
Transparency
You have ownership of individual securities and receive regular, comprehensive reports.
Customization
Participants can restrict investments in certain securities.
Tax efficiency
SMAs seek to offset capital gains by selling other securities that may be trading at a loss.
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Cohen & Steers Preferred Securities & Income SMA shares
This is a completion vehicle for the Preferred Securities SMA Strategy. Shares of the Fund may be purchased only by or on behalf of separately managed account clients.
