Separately Managed Accounts

Separately Managed Accounts

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.


You have ownership of individual securities and receive regular, comprehensive reports.

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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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We’d be happy to answer questions about our investment solutions or any corporate-related inquiries.

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.