Senior Portfolio Specialist
27 years of experience
Senior Vice President, is a Real Assets Portfolio Specialist for Cohen & Steers, specializing in Global Listed Infrastructure, Midstream Energy, and Commodities. Her primary responsibility is articulating the investment teams’ process, positioning, and investment outlook with investors, consultants, and colleagues. Prior to joining the firm in 2013, Ms. Butler was the Portfolio Specialist for the Active Commodities strategy at GE Asset Management, where she worked for 14 years in various product development and client service roles. Ms. Butler began her investment career in securities lending at the Bank of New York and UBS. Ms. Butler has a BA from Providence College and is based in New York. She is the holder of Series 3, 7, and 63 FINRA certifications.
Insights by Michelle Butler
Defending against sustained inflation with real assets
We believe markets have transitioned to a new regime of slow growth and elevated inflationary risks. It’s an environment we believe warrants diversification and inflation mitigation. And it’s precisely the role that we feel real assets can fulfill. Watch why we think we are in a period of secular stagflation and what role real assets can play.
Real assets: The benefits of the blend
Investor approaches to employing real assets within their portfolio will vary. Whether looking to invest in individual asset classes or a multi-strategy blend, portfolio specialist
Commodities have delivered historically strong performance, providing inflation hedging, diversification and compelling returns, with the potential to contribute meaningfully to a real assets allocation.