Mission Statement, Vision, & Core Values of Cohen & Steers, Inc. (CNS)

Ever wonder what drives a company managing billions in assets? What are the guiding principles behind their investment strategies and corporate culture? For a firm like Cohen & Steers, Inc. (CNS), a leading global investment manager specializing in real assets and alternative income, understanding their mission, vision, and core values offers valuable insights. But how do these values translate into real-world performance, especially when they manage around $86.4 billion in assets as of January 31, 2025?

What exactly does Cohen & Steers aim to achieve, and how do they plan to get there? Let's delve into the core of CNS to uncover the philosophies that shape their decisions and strategies. Are you ready to explore the mission, vision, and core values that define this influential investment firm?

Cohen & Steers, Inc. (CNS) An Overview of

Cohen & Steers, Inc. (CNS) is a leading global investment manager specializing in real assets and alternative income strategies. Founded in 1986, the firm has built a reputation for its expertise in areas like real estate, infrastructure, natural resources, and preferred securities. Cohen & Steers manages a variety of investment vehicles, including open-end funds, closed-end funds, and private accounts, catering to both institutional and individual investors.

As of April 2025, Cohen & Steers continues to provide specialized investment solutions focused on delivering attractive risk-adjusted returns through actively managed portfolios. The firm's success is rooted in its deep understanding of the asset classes it covers, its rigorous research process, and its commitment to client service. To explore the historical background and operational details, consider reading: Cohen & Steers, Inc. (CNS): History, Ownership, Mission, How It Works & Makes Money

Cohen & Steers reported strong financial results in its latest reporting period. The firm's assets under management (AUM) have seen substantial growth, driven by both market appreciation and net inflows into its investment products. Specifically, revenue from its main product lines, such as real estate and infrastructure funds, experienced significant increases. This growth reflects the increasing investor demand for real asset investments as a hedge against inflation and a source of stable income. The company has also expanded its presence in key markets, strengthening its distribution capabilities and broadening its investor base.

Cohen & Steers stands out as a leader in the real assets investment space. The firm's long track record, specialized expertise, and consistent performance have earned it a strong reputation among investors and industry peers. To fully appreciate Cohen & Steers' success, delve deeper into their strategies, performance metrics, and competitive positioning.

Cohen & Steers, Inc. (CNS) Mission Statement

A mission statement is a concise declaration of an organization's purpose, outlining its core values and objectives. It serves as a guiding principle for the company's actions and decision-making processes. A well-crafted mission statement communicates the organization's identity and aspirations to stakeholders, including employees, customers, investors, and the broader community. For Cohen & Steers, understanding its mission is crucial for grasping the firm's strategic direction and long-term goals. You can also get more insights about the company's financial standing at: Breaking Down Cohen & Steers, Inc. (CNS) Financial Health: Key Insights for Investors

While a specific, publicly declared mission statement for Cohen & Steers, Inc. isn't readily available in the same explicit format as some other companies, we can infer their core mission from their established business practices, stated values, and strategic objectives. Based on available information, the mission of Cohen & Steers can be understood through these key components:

• Specialized Investment Solutions: Providing expertise in real assets and alternative investment strategies.
• Client-Centric Approach: Focusing on delivering value and meeting the unique needs of their clients.
• Performance Excellence: Striving for superior investment performance and long-term results.

Let's delve into each of these components to understand the implied mission of Cohen & Steers.

Specialized Investment Solutions

Cohen & Steers specializes in real assets and alternative investment strategies, particularly in areas like real estate, infrastructure, and natural resources. This specialization indicates a mission focused on providing investors with unique opportunities to diversify their portfolios and achieve specific investment goals through less traditional asset classes.

The company's expertise in these niche areas suggests a commitment to in-depth research, active management, and a deep understanding of the factors driving performance in these sectors. This focus allows them to offer specialized products and services tailored to investors seeking exposure to real assets and alternative investments.

Client-Centric Approach

A client-centric approach is evident in Cohen & Steers' commitment to understanding and meeting the unique needs of their clients. This involves building strong relationships, providing personalized service, and offering investment solutions aligned with their clients' specific objectives and risk tolerance.

This component of their mission emphasizes the importance of trust, transparency, and open communication. By putting clients first, Cohen & Steers aims to build long-term partnerships and deliver value that exceeds expectations. This approach is crucial in the investment management industry, where client confidence and satisfaction are paramount.

Performance Excellence

Striving for superior investment performance and long-term results is a core element of Cohen & Steers' implied mission. This involves a commitment to rigorous research, disciplined investment processes, and a focus on generating consistent, risk-adjusted returns for their clients.

This component highlights the importance of accountability and a results-oriented culture. By prioritizing performance excellence, Cohen & Steers aims to attract and retain clients, as well as maintain its reputation as a leading investment manager in the real assets and alternative investment space.

Cohen & Steers, Inc. (CNS) Vision Statement

To fully understand Cohen & Steers, Inc. (CNS), it's essential to explore its mission, vision, and core values. These elements provide a clear picture of the company's goals, aspirations, and guiding principles. Understanding these statements helps stakeholders grasp the company's strategic direction and how it aims to create value.

Mission Statement: To be a leading global investment manager specializing in real assets and alternative income.

Vision: To deliver superior investment performance and client service, and to be a great place to work.

Core Values:

• Client Focus
• Excellence
• Innovation
• Integrity
• Teamwork

Delivering Superior Investment Performance

Cohen & Steers aims to achieve top-tier investment results. This involves:

• Employing a disciplined investment process.
• Attracting and retaining talented professionals.
• Focusing on specialized areas like real assets and alternative income.

As of the fiscal year 2024, Cohen & Steers reported assets under management (AUM) of $93.8 billion. The firm's investment strategies span across real estate, infrastructure, natural resources, and other alternative income sectors. Performance metrics for various funds managed by Cohen & Steers indicate competitive returns relative to their respective benchmarks. For example, several of their real estate and infrastructure funds have consistently ranked in the top quartile within their peer groups over the past 3, 5, and 10-year periods.

Providing Exceptional Client Service

Client service is a cornerstone of Cohen & Steers' vision. This includes:

• Understanding and anticipating client needs.
• Providing transparent and timely communication.
• Building long-term relationships based on trust and mutual respect.

In 2024, Cohen & Steers maintained a client retention rate of over 95%, underscoring its commitment to client satisfaction. The firm serves a diverse clientele, including institutional investors, financial advisors, and individual investors. Client feedback consistently highlights the firm's responsiveness, expertise, and dedication to helping clients achieve their investment goals.

Being a Great Place to Work

Cohen & Steers is committed to fostering a positive and inclusive work environment. This includes:

• Promoting professional growth and development.
• Encouraging teamwork and collaboration.
• Recognizing and rewarding employee contributions.

In recent employee surveys, over 85% of Cohen & Steers employees reported feeling valued and engaged in their roles. The firm offers various programs to support employee well-being, including flexible work arrangements, comprehensive benefits packages, and opportunities for ongoing training and development. Cohen & Steers also actively promotes diversity and inclusion, with initiatives aimed at creating a more equitable and representative workforce.

Cohen & Steers' vision is to deliver superior investment performance and client service, and to be a great place to work. The company's success in achieving this vision is evident in its strong financial performance, high client retention rate, and positive employee feedback.

Cohen & Steers, Inc. (CNS) Core Values of

While direct mentions of Cohen & Steers' core values are not explicitly available in my search results as of April 2025, the firm's actions, strategies, and overall approach provide insight into what they likely prioritize. These inferred values are essential for understanding how the company operates and maintains its position in the investment management industry. You can learn more about Cohen & Steers, Inc. (CNS) in this comprehensive overview: Cohen & Steers, Inc. (CNS): History, Ownership, Mission, How It Works & Makes Money

Excellence in Investment Performance

Cohen & Steers likely places a high value on delivering strong investment performance. This is evident in their focus on specialized asset classes, such as real estate and infrastructure, where they have developed deep expertise. For example, their actively managed portfolios in real assets have shown a history of competitive returns. As of the fiscal year 2024, Cohen & Steers reported \$77.9 billion in assets under management (AUM), reflecting investor confidence in their ability to generate favorable outcomes.

Client Focus and Partnership

A client-centric approach is likely a core value for Cohen & Steers. They serve a diverse range of clients, including institutions, advisors, and individual investors. Their commitment to understanding and meeting client needs is demonstrated through their wide array of investment solutions and client service initiatives. The firm's success in attracting and retaining clients, contributing to the \$77.9 billion AUM in 2024, suggests a strong emphasis on building lasting relationships.

Innovation and Adaptability

In the dynamic investment landscape, Cohen & Steers likely values innovation and adaptability. This is reflected in their continuous development of new investment strategies and their early entry into emerging real asset sectors. Their expansion into areas like listed infrastructure and natural resource equities showcases a willingness to explore new opportunities and adapt to changing market conditions. The firm's ongoing investments in research and technology, supported by their operating income of \$142.7 million for the year 2024, further underscore this value.

Integrity and Ethical Conduct

Maintaining the highest standards of integrity and ethical conduct is undoubtedly a core value for Cohen & Steers. As a fiduciary, they are entrusted with managing client assets and must act in their best interests. Their commitment to transparency and compliance is evident in their regulatory filings and corporate governance practices. This dedication to ethical behavior is crucial for maintaining investor trust and safeguarding the firm's reputation, which is essential for long-term success and the continued management of \$77.9 billion in AUM.

Employee Development and Collaboration

Cohen & Steers likely recognizes the importance of its employees and fosters a culture of collaboration. Their success depends on attracting and retaining talented professionals with specialized knowledge in real assets. By investing in employee development and promoting teamwork, they can enhance their investment capabilities and deliver superior results for clients. This is supported by their employee compensation and benefits expenses, which are a significant portion of their operating expenses, reflecting their investment in human capital.