MutualFundWire.com: A 39YO Fund Firm Adds ETFs 4 and 5
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Thursday, December 11, 2025

A 39YO Fund Firm Adds ETFs 4 and 5


The team at a 39-year-old, publicly traded, $91.9-billion-AUM* fund firm in Gotham are rolling out two more exchange-traded funds.

Yesterday (December 10), Daniel Noonan, head of global distribution at Cohen & Steers, Inc. (CNS) [profile], and Joseph Harvey, CEO, unveiled the launch of the Cohen & Steers Infrastructure Opportunities Active ETF (CSIO on the NYSE Arca) and the Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD). New York City-based Cohen & Steers Capital management, Inc. will serve as investment advisor to the new ETF.

CSSD and CSIO's inception date was Tuesday (December 9). CSIO comes with an expense ratio of 65 basis points, while CSSD's expense ratio is 49bps. (Those fees bake in fee waivers of 20bps and 16bps, respectively**.)

CSSD now has about $15 million in AUM***. CSIO now has about $10.01 million***.

CSIO has a three-person PM team. Its portfolio managers include:
  • Thuy Quynh Dang, vice president;
  • Benjamin Morton, executive vice president; and
  • Tyler Rosenlicht, senior vice president.

    • CSSD also has three-person PM team. Its PMs include:
  • Jerry Dorost, SVP;
  • Robert Kastoff, SVP; and
  • Elaine Zaharis-Nikas, EVP.

    • Noonan describes ETFs as "the preferred allocation choice for many wealth managers and their clients," and Harvey highlights "a growing appetite from investors for targeted, actively managed strategies from managers with a strong track record generating alpha."

    "We see significant tailwinds for real assets and preferred securities and believe that an allocation to these asset classes can lead to superior investment outcomes compared to traditional 60/40 stock bond portfolios," Harvey states.

    The launch of CSSD and CSIO expands Cohen & Steers' active ETF lineup to 5 funds and counting. The fund firm launched its first three ETFs back in February, and now its ETF lineup has about $343.33 million in combined AUM.

    CSIO and CSSD are actively, managed, non-diversified series of Cohen & Steers ETF Trust. The new funds' other service providers include:
  • ACA's Foreside Fund Services, LLC as distributor;
  • PricewaterhouseCoopers LLP as independent accounting firm;
  • Ropes & Gray LLP as counsel; and
  • State Street Bank and Trust Company as administrator, custodian, dividend disbursing agent, and transfer agent.

    • *As of November 30, 2025.

    **The fee waivers are promised through June 30, 2027.

    ***As of today (December 11, 2025).


    Printed from: MFWire.com/story.asp?s=71818

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