Cohen & Steers EVP Francis Poli to Retire in 2027
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 27 2026
0mins
Should l Buy CNS?
Cohen & Steers announced that Francis Poli, EVP, General Counsel and Corporate Secretary, will retire in Q1 of 2027 after a 40-year career in financial services, including the past 20 years at Cohen & Steers. Brian Heller, Deputy General Counsel, will succeed Poli and join the firm's Executive Committee. Heller joined Cohen & Steers in 2018 as SVP, Corporate Counsel. Heller was identified as Poli's successor in 2024 and promoted to Deputy General Counsel in January 2025. Prior to joining Cohen & Steers in 2018, he was Managing Director and Chief Counsel of Investment Banking at Keefe, Bruyette & Woods and Legal Head of Investment Banking at its parent company, Stifel Financial.
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Analyst Views on CNS
Wall Street analysts forecast CNS stock price to fall
1 Analyst Rating
0 Buy
0 Hold
1 Sell
Moderate Sell
Current: 70.540
Low
63.00
Averages
63.00
High
63.00
Current: 70.540
Low
63.00
Averages
63.00
High
63.00
About CNS
Cohen & Steers, Inc. is a holding company, which is engaged in global investment management. The Company is specialized in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. The Company’s distribution network encompasses two channels, wealth and institutional. Its wealth channel includes registered investment advisers, wire houses, independent and regional broker dealers and bank trusts. Its institutional channel includes sovereign wealth funds, corporate plans, insurance companies and public funds, including defined benefit and defined contribution plans, as well as other financial institutions that access its investment management services directly or through consultants and other intermediaries. The Company manages three types of investment vehicles, such as open-end funds, institutional accounts, and closed end.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Cohen & Steers Funds Rename for Market Alignment
- Fund Name Changes: Cohen & Steers announced the renaming of two of its SICAV funds to better align with market definitions, now called the Hybrid Credit & Income Fund and the Short Duration Hybrid Credit & Income Fund, reflecting investor expectations regarding hybrid credit strategies.
- Unchanged Strategies: Despite the name changes, the investment strategies of the funds remain unchanged, indicating the company's commitment to its original investment principles while responding to client feedback to maintain investor confidence.
- Response to Market Feedback: The name adjustments are based on feedback from clients outside the U.S., aiming to clarify the investment universe of the funds and avoid potential misunderstandings associated with the term 'preferred stock'.
- Global Asset Management Leader: Founded in 1986, Cohen & Steers specializes in real estate and alternative income, with multiple global offices, underscoring its leadership position in the global asset management industry.
See More
Cohen & Steers Renames Funds to Reflect Market Definitions
- Fund Name Change: Cohen & Steers has renamed its 'Preferred Income Fund' to 'Hybrid Credit & Income Fund' and 'Short Duration Preferred Income Fund' to 'Short Duration Hybrid Credit & Income Fund' to better reflect market definitions of hybrid credit strategies.
- Investment Strategy Unchanged: The name changes do not alter the funds' investment strategies, which will continue to focus on hybrid credit, aiming to meet client expectations, particularly from investors outside the U.S.
- Response to Market Feedback: The renaming is based on client feedback, especially from international investors regarding the demand for hybrid credit strategies, demonstrating Cohen & Steers' sensitivity and adaptability to global market dynamics.
- Enhanced Transparency: By renaming the funds, Cohen & Steers aims to improve investors' understanding of the funds' investment scope, thereby enhancing client trust and facilitating future investment decisions.
See More
Cohen & Steers Changes SICAV Fund Names for Clarity
- Fund Name Changes: Cohen & Steers has renamed two of its SICAV funds, with the “Preferred Income Fund” now called the “Hybrid Credit & Income Fund” and the “Short Duration Preferred Income Fund” renamed to “Short Duration Hybrid Credit & Income Fund,” to better align with market expectations for hybrid credit strategies.
- Response to Market Feedback: These name changes do not alter the funds' investment strategies but aim to clarify the types of securities in which the funds invest, particularly reflecting feedback from clients outside the U.S. to ensure a more accurate understanding of the funds.
- Enhanced Investor Transparency: By updating the names, Cohen & Steers seeks to improve transparency for investors, aligning the funds more closely with client demands for hybrid credit strategies, thereby enhancing client trust and satisfaction.
- Compliance and Risk Disclosure: Cohen & Steers emphasizes that all investments carry risks, including potential capital losses, and advises investors to carefully read the relevant fund prospectus and risk disclosure documents before making investment decisions.
See More
Cohen & Steers SICAV Funds Rename for Market Alignment
- Fund Name Changes: Cohen & Steers has renamed two of its SICAV funds, with the Preferred Income Fund becoming the Hybrid Credit & Income Fund and the Short Duration Preferred Income Fund changing to the Short Duration Hybrid Credit & Income Fund, to better align with market definitions of hybrid credit strategies.
- Unchanged Investment Strategies: The name changes do not alter the funds' investment strategies, which continue to focus on hybrid credit, aiming to clearly represent the funds' investable universe and meet investor expectations.
- Driven by Client Feedback: This change was driven by feedback from clients, particularly those outside the U.S., reflecting their understanding and expectations regarding the term “preferreds,” thereby enhancing the funds' market recognition.
- Global Investment Management: Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, founded in 1986 and headquartered in New York, with multiple international offices, showcasing its influence and expertise in the global market.
See More
Cohen & Steers SICAV Funds Rename for Market Alignment
- Fund Name Change: Cohen & Steers has renamed its SICAV funds to better align with market definitions, now called the 'Hybrid Credit & Income Fund' and 'Short Duration Hybrid Credit & Income Fund', reflecting investor expectations regarding hybrid credit strategies.
- Unchanged Investment Strategies: Despite the name changes, the funds' investment strategies remain unchanged, aiming to more clearly represent the funds' investable universe, particularly in response to feedback from clients outside the U.S.
- Market-Driven Feedback: The renaming reflects client feedback regarding the term 'preferreds', indicating a growing demand for hybrid credit strategies, which may attract more investor attention and participation.
- Global Investment Management: Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, with a diversified portfolio designed to meet the evolving demands of the market.
See More
Cohen & Steers Fund Distribution Policy Update
- Policy Overview: The managed distribution policy implemented by Cohen & Steers Fund in December 2017 aims to provide shareholders with long-term total return potential through regular monthly distributions at a fixed rate, enhancing the fund's flexibility amid market fluctuations, which may boost investor confidence.
- Source Analysis: The total distribution per share for April 2026 is $0.1360, comprising 34.41% from net investment income and 51.84% from net realized long-term capital gains, indicating effective management of diverse income sources that could attract more investor interest.
- Annual Return Data: As of March 31, 2026, the fund's year-to-date cumulative total return stands at 11.34%, with a cumulative distribution rate of 22.65%, suggesting that the fund has achieved capital appreciation while providing stable income, thereby enhancing its market competitiveness.
- Investor Reminder: The amounts and sources of distributions may fluctuate due to changes in market conditions, prompting investors to pay attention to monthly updates to adjust their investment strategies accordingly and maximize returns.
See More
Cohen & Steers Funds Rename for Market Alignment
- Fund Name Changes: Cohen & Steers announced the renaming of two of its SICAV funds to better align with market definitions, now called the Hybrid Credit & Income Fund and the Short Duration Hybrid Credit & Income Fund, reflecting investor expectations regarding hybrid credit strategies.
- Unchanged Strategies: Despite the name changes, the investment strategies of the funds remain unchanged, indicating the company's commitment to its original investment principles while responding to client feedback to maintain investor confidence.
- Response to Market Feedback: The name adjustments are based on feedback from clients outside the U.S., aiming to clarify the investment universe of the funds and avoid potential misunderstandings associated with the term 'preferred stock'.
- Global Asset Management Leader: Founded in 1986, Cohen & Steers specializes in real estate and alternative income, with multiple global offices, underscoring its leadership position in the global asset management industry.
See More
Cohen & Steers Renames Funds to Reflect Market Definitions
- Fund Name Change: Cohen & Steers has renamed its 'Preferred Income Fund' to 'Hybrid Credit & Income Fund' and 'Short Duration Preferred Income Fund' to 'Short Duration Hybrid Credit & Income Fund' to better reflect market definitions of hybrid credit strategies.
- Investment Strategy Unchanged: The name changes do not alter the funds' investment strategies, which will continue to focus on hybrid credit, aiming to meet client expectations, particularly from investors outside the U.S.
- Response to Market Feedback: The renaming is based on client feedback, especially from international investors regarding the demand for hybrid credit strategies, demonstrating Cohen & Steers' sensitivity and adaptability to global market dynamics.
- Enhanced Transparency: By renaming the funds, Cohen & Steers aims to improve investors' understanding of the funds' investment scope, thereby enhancing client trust and facilitating future investment decisions.
See More
Cohen & Steers Changes SICAV Fund Names for Clarity
- Fund Name Changes: Cohen & Steers has renamed two of its SICAV funds, with the “Preferred Income Fund” now called the “Hybrid Credit & Income Fund” and the “Short Duration Preferred Income Fund” renamed to “Short Duration Hybrid Credit & Income Fund,” to better align with market expectations for hybrid credit strategies.
- Response to Market Feedback: These name changes do not alter the funds' investment strategies but aim to clarify the types of securities in which the funds invest, particularly reflecting feedback from clients outside the U.S. to ensure a more accurate understanding of the funds.
- Enhanced Investor Transparency: By updating the names, Cohen & Steers seeks to improve transparency for investors, aligning the funds more closely with client demands for hybrid credit strategies, thereby enhancing client trust and satisfaction.
- Compliance and Risk Disclosure: Cohen & Steers emphasizes that all investments carry risks, including potential capital losses, and advises investors to carefully read the relevant fund prospectus and risk disclosure documents before making investment decisions.
See More
Cohen & Steers SICAV Funds Rename for Market Alignment
- Fund Name Changes: Cohen & Steers has renamed two of its SICAV funds, with the Preferred Income Fund becoming the Hybrid Credit & Income Fund and the Short Duration Preferred Income Fund changing to the Short Duration Hybrid Credit & Income Fund, to better align with market definitions of hybrid credit strategies.
- Unchanged Investment Strategies: The name changes do not alter the funds' investment strategies, which continue to focus on hybrid credit, aiming to clearly represent the funds' investable universe and meet investor expectations.
- Driven by Client Feedback: This change was driven by feedback from clients, particularly those outside the U.S., reflecting their understanding and expectations regarding the term “preferreds,” thereby enhancing the funds' market recognition.
- Global Investment Management: Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, founded in 1986 and headquartered in New York, with multiple international offices, showcasing its influence and expertise in the global market.
See More
Cohen & Steers SICAV Funds Rename for Market Alignment
- Fund Name Change: Cohen & Steers has renamed its SICAV funds to better align with market definitions, now called the 'Hybrid Credit & Income Fund' and 'Short Duration Hybrid Credit & Income Fund', reflecting investor expectations regarding hybrid credit strategies.
- Unchanged Investment Strategies: Despite the name changes, the funds' investment strategies remain unchanged, aiming to more clearly represent the funds' investable universe, particularly in response to feedback from clients outside the U.S.
- Market-Driven Feedback: The renaming reflects client feedback regarding the term 'preferreds', indicating a growing demand for hybrid credit strategies, which may attract more investor attention and participation.
- Global Investment Management: Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, with a diversified portfolio designed to meet the evolving demands of the market.
See More
Cohen & Steers Fund Distribution Policy Update
- Policy Overview: The managed distribution policy implemented by Cohen & Steers Fund in December 2017 aims to provide shareholders with long-term total return potential through regular monthly distributions at a fixed rate, enhancing the fund's flexibility amid market fluctuations, which may boost investor confidence.
- Source Analysis: The total distribution per share for April 2026 is $0.1360, comprising 34.41% from net investment income and 51.84% from net realized long-term capital gains, indicating effective management of diverse income sources that could attract more investor interest.
- Annual Return Data: As of March 31, 2026, the fund's year-to-date cumulative total return stands at 11.34%, with a cumulative distribution rate of 22.65%, suggesting that the fund has achieved capital appreciation while providing stable income, thereby enhancing its market competitiveness.
- Investor Reminder: The amounts and sources of distributions may fluctuate due to changes in market conditions, prompting investors to pay attention to monthly updates to adjust their investment strategies accordingly and maximize returns.
See More
