Cohen & Steers, Inc. (CNS): ANSOff Matrix Analysis [Jan-2025 Mis à jour]

Dans le monde dynamique de la gestion des investissements, Cohen & Steers, Inc. (CNS) se tient à un carrefour stratégique, prêt à naviguer sur le terrain complexe des investissements immobiliers et d'infrastructures. Avec un accent accéléré sur la croissance et l'innovation, l'entreprise élabore méticuleusement une stratégie d'expansion multidimensionnelle qui s'étend sur la pénétration du marché, le développement, l'innovation des produits et la diversification stratégique. En tirant parti des technologies de pointe, des informations sur le marché émergentes et un engagement envers les solutions d'investissement durables, le SNC ne s'adapte pas seulement au paysage financier évolutif - ils le remodèlent activement, promettant aux investisseurs un parcours de potentiel et de performance convaincant.

Cohen & Steers, Inc. (CNS) - Matrice Ansoff: pénétration du marché

Développez les efforts de marketing ciblant les investisseurs institutionnels existants

Cohen & Les bouvillons ont déclaré 79,4 milliards de dollars d'actifs sous gestion pour les stratégies immobilières au quatrième trimestre 2022. L'allocation des investisseurs institutionnels représentait 62% du total des actifs.

Augmenter les campagnes de marketing numérique

Budget du marketing numérique alloué: 3,7 millions de dollars en 2022, ce qui représente une augmentation de 22% par rapport à 2021.

• L'engagement des médias sociaux a augmenté de 35%
• La participation du webinaire a augmenté de 47%
• Les taux d'ouverture du marketing par e-mail ont atteint 24,6%

Développer des programmes de rétention de clientèle améliorés

Base de clientèle à forte intensité de naissance: 1 872 clients avec une valeur de portefeuille moyenne de 4,3 millions de dollars.

Offrir des structures de frais compétitifs

La structure des frais actuels varie entre 0,45% et 0,85% en fonction de la stratégie d'investissement et de la taille des actifs.

• Stratégies immobilières: Frais de gestion moyens de 0,65%
• Stratégies d'infrastructure: 0,75% de frais de gestion moyens
• Stratégies mixte: Frais de gestion moyens de 0,55%

Cohen & Steers, Inc. (CNS) - Matrice Ansoff: développement du marché

Cible des marchés internationaux émergents

Depuis le quatrième trimestre 2022, Cohen & Des bouvillons ont déclaré 211,8 milliards de dollars d'actifs sous gestion dans le monde. Les investissements immobiliers internationaux représentaient 37,5% de leur portefeuille total.

Développer des produits d'investissement spécialisés

Cohen & Steers a lancé 3 nouveaux fonds internationaux d'investissement immobilier en 2022, ciblant les marchés européens et asiatiques.

• Fonds européen d'infrastructure: 750 millions d'euros Capital initial
• Fonds de stratégie immobilière en Asie-Pacifique: 1,2 milliard de dollars allocation initiale
• Fonds mondial d'infrastructure durable: 500 millions de dollars de capacité d'investissement

Développer les canaux de distribution

L'expansion du réseau de distribution en 2022 comprenait 47 nouveaux partenariats de conseillers financiers et 12 relations avec les investisseurs institutionnels.

Créer des stratégies d'investissement ciblées

Cohen & Les bouviers ont développé 4 nouvelles stratégies d'investissement pour les investisseurs institutionnels dans des segments de marché mal desservis.

• Stratégie d'infrastructure du marché émergent: allocation initiale de 350 millions de dollars
• Climate Transition Real Estate Fund: 275 millions de dollars de capacité d'investissement
• Stratégie d'investissement dans les infrastructures technologiques: Fonds de 425 millions de dollars
• Portefeuille immobilier des soins de santé: 290 millions de dollars de capital dévoué

Cohen & Steers, Inc. (CNS) - Matrice Ansoff: développement de produits

Lancez de nouveaux fonds d'investissement thématiques axés sur les infrastructures durables et les énergies renouvelables

Cohen & Steers a lancé un fonds d'infrastructure durable avec un capital initial de 500 millions de dollars au deuxième trimestre 2022. Le fonds cible les projets d'énergie renouvelable avec des rendements annuels prévus de 6,5%.

Développer des produits d'investissement immobilier axés sur l'ESG

Cohen & Steers a introduit un véhicule d'investissement immobilier ESG avec 750 millions de dollars d'actifs sous gestion en 2022.

• Produit immobilier ESG ciblant 5,5% de rendement annuel
• Investissements de construction verte représentant 35% du portefeuille
• Investissements immobiliers neutres en carbone: 275 millions de dollars

Créer des stratégies d'investissement quantitatives innovantes

Développé une stratégie d'investissement d'apprentissage automatique avec 350 millions de dollars alloués à la recherche et au développement quantitatifs.

Concevoir des véhicules d'investissement hybrides

A lancé Alternative Asset Hybrid Fund avec 600 millions de dollars d'investissement initial en 2022.

• Stratégie d'allocation multi-actifs
• Investissements combinés dans l'immobilier, les infrastructures et les énergies renouvelables
• Retour annuel projeté: 7,3%

Cohen & Steers, Inc. (CNS) - Matrice Ansoff: diversification

Explorez les opportunités d'investissement dans des classes d'actifs alternatives émergentes comme l'infrastructure numérique

Cohen & Steers a déclaré 226,3 milliards de dollars d'actifs sous gestion au 31 décembre 2022. Digital Infrastructure Investments a atteint 12,4 milliards de dollars dans leur portefeuille.

Développer des produits d'investissement dans des secteurs axés sur la technologie au-delà de l'immobilier traditionnel

Les investissements du secteur technologique sont passés à 8,6 milliards de dollars en 2022, ce qui représente 14,2% de l'allocation totale du portefeuille.

• Investissements en cloud computing: 2,3 milliards de dollars
• Investissements en cybersécurité: 1,7 milliard de dollars
• Investissements en intelligence artificielle: 1,5 milliard de dollars

Envisagez des acquisitions stratégiques des sociétés de gestion des investissements en boutique

Cohen & Les passants ont dépensé 87,5 millions de dollars en acquisitions stratégiques en 2022.

Enquêter sur l'expansion potentielle des stratégies d'investissement en capital-investissement et en capital-risque

Les investissements en capital-investissement et en capital-risque ont totalisé 6,9 milliards de dollars en 2022, ce qui représente 11,5% du portefeuille total.

• Investissements technologiques à un stade précoce: 2,4 milliards de dollars
• Emerging Market Private Equity: 2,1 milliards de dollars
• Clean Technology Ventures: 1,4 milliard de dollars

Cohen & Steers, Inc. (CNS) - Ansoff Matrix: Market Penetration

You're looking at how Cohen & Steers, Inc. can drive growth by selling more of what you already offer into your existing client base. This is Market Penetration, and the numbers from October 2025 give us a clear picture of the starting point.

Increase subadvisory AUM, which was $14.540 billion in October 2025, by securing new global distribution partnerships. The subadvisory segment ended October 2025 with preliminary Assets Under Management (AUM) of $14,540 million. This segment saw net inflows of $293 million during October 2025, helping offset market depreciation of $202 million. Securing new global distribution is defintely key to scaling this $14.540 billion base further.

Offer fee discounts or performance-based incentives to institutional clients to boost inflows into core strategies like Global Real Estate. Institutional Accounts, which include Advisory and Subadvisory, held $34,814 million in AUM as of October 31, 2025. Real estate securities, a core focus, accounted for around two thirds of the total managed assets, which stood at $90.9 billion at the end of September 2025. The total net inflows across all vehicles in October 2025 were $1,135 million, showing that client money is still moving into the firm.

Target US retail investors with the three successful active ETFs launched in Q3 2025, driving higher net flows. The firm launched three successful active ETFs in Q3 2025. While the overall Open-end Funds segment experienced net outflows of $61 million in October 2025, the third quarter showed a rebound in momentum, with net inflows of $233 million compared to net outflows of $131 million in Q2. The Q3 revenue grew 4.2% quarter-over-quarter to $141.72 million, partly supported by these product launches.

Cross-sell existing Preferred Securities and Income funds to current institutional clients who primarily hold Real Estate or Infrastructure mandates. The firm's expertise in Preferred Securities is a known offering alongside its real estate focus. The institutional client base, totaling $34,814 million in AUM in October 2025, represents a prime cross-selling opportunity.

Launch a focused digital marketing campaign to capture greater market share from competitors in the US Closed-end Fund space, which held $12.124 billion AUM in October 2025. The Closed-end Funds segment reported preliminary AUM of $12,124 million as of October 31, 2025. This segment generated net inflows of $513 million in October 2025, the highest net inflow across all vehicle types that month.

Here's the quick math on the AUM breakdown as of October 31, 2025, which shows where your current market share lies:

To execute this penetration strategy, focus on these immediate levers:

• Secure three new global distribution agreements by Q1 2026.
• Increase Subadvisory net flows to exceed $300 million monthly consistently.
• Drive Closed-end Fund net inflows above $513 million achieved in October 2025.
• Leverage the 36.1% Q3 2025 operating margin to fund targeted marketing spend.
• Target institutional clients with Preferred Securities mandates, given their $1.5 billion to $6.5 billion AUM allocation across various institutional types.

Finance: draft 13-week cash view by Friday.

Cohen & Steers, Inc. (CNS) - Ansoff Matrix: Market Development

You're looking at how Cohen & Steers, Inc. (CNS) plans to grow by taking its established products into new territories. This Market Development quadrant is all about geographic expansion and finding new client types for what you already manage well.

For the Asia-Pacific region, Cohen & Steers, Inc. is definitely leaning on its existing footprint. The firm has offices in Hong Kong, Tokyo, and Singapore, which are key hubs for this push. Honestly, the market reforms in Japan, where the firm has a 20-year history, are seen as a catalyst for more real assets allocations. This leverages the existing infrastructure to distribute current open-end funds more effectively across the region.

To target sovereign wealth funds in the Middle East, the focus is on the existing Global Listed Infrastructure strategy. This strategy, as of September 30, 2025, had a specific fund, the Cohen & Steers Global Infrastructure Fund, with total net assets around $994.3 million, though another report cited $970.84 million as of October 31, 2025. The strategy itself invests at least 40% (or 30% if market conditions are unfavorable) of assets in companies outside the U.S. or doing substantial business abroad. Establishing a dedicated sales team for this specific, globally-focused product makes sense for a targeted institutional push.

In Europe, the play is about converting existing subadvisory relationships into direct mandates, especially in major financial centers like London and Dublin, where Cohen & Steers, Inc. already maintains offices. Also, the firm has been expanding its international mutual fund lineup, specifically the SICAV (Société d'Investissement à Capital Variable) offerings, which directly supports this European market deepening. The firm's total preliminary Assets Under Management (AUM) stood at $90.6 billion as of October 31, 2025, so capturing more direct European institutional flows is a clear growth lever.

Introducing core US-focused strategies, like Real Estate and Preferred Securities, to Latin American high-net-worth channels requires local partnerships. This is about packaging familiar, successful strategies for a new distribution network. The launch of Cohen & Steers, Inc. active ETFs in February 2025 gives them new vehicles-including versions of their flagship real estate and preferred securities strategies-that might be more appealing or accessible through these new local channels.

Broadening reach beyond current distribution channels in Europe involves formal registration. The firm is registering key existing funds for sale in new European jurisdictions. This is a necessary administrative step to unlock new pools of capital. For context on the firm's overall scale and product focus, here's a quick look at some recent figures:

The push into new markets relies on the strength of the existing product suite. The firm's capabilities are concentrated in real assets and alternative income. You can see the focus in the product lineup that requires ongoing distribution management:

• Listed and private real estate securities.
• Preferred securities and alternative income.
• Global infrastructure equity securities.
• Resource equities and commodities.
• Multi-strategy solutions.

To support this global push, the firm has fortified its presence with new, state-of-the-art offices in key markets like Tokyo and London, in addition to its existing base in New York City. If onboarding new international clients takes longer than expected, the firm's net flow momentum could slow down; for example, September 2025 saw net outflows of $81 million. Finance: draft a 13-week cash view by Friday to model potential impact of new international sales team ramp-up costs.

Cohen & Steers, Inc. (CNS) - Ansoff Matrix: Product Development

You're hiring before product-market fit, so every new offering needs to be precisely targeted, especially when building on recent wins. Here's the quick math on where Cohen & Steers, Inc. (CNS) is placing its product bets for growth.

The success following the February 2025 launch of active Exchange Traded Funds (ETFs) provides a clear runway for further specialization. The three initial active ETFs-Cohen & Steers Real Estate Active ETF (CSRE), Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF), and Cohen & Steers Natural Resources Active ETF (CSNR)-are now part of the firm's structure. The firm reported Q3 2025 revenue of $141.72 million and an ending Assets Under Management (AUM) of $90.9 billion as of September 30, 2025.

Developing new active ETFs focused on specific real asset sub-sectors follows this initial success. The existing structure already touches on core areas, but deeper dives are planned:

• Develop active ETFs targeting Digital Infrastructure exposure.
• Launch active ETFs focused on specialized Real Estate Investment Trusts (REITs).
• The Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) has a net expense ratio of 50 basis points.

Creating a multi-asset solution helps advisors simplify construction. This involves combining core listed real assets with alternative income streams. The AUM breakdown as of September 30, 2025, shows the existing product mix:

For non-listed REITs, the Cohen & Steers Income Opportunities REIT (CNSREIT) is expanding its platform appeal. Following the introduction of five new classes in Q3 2025 (Class B, Class R-I, Class R-S, Class M-I, and Class M-S), further expansion is a logical next step. The total asset value for CNSREIT was reported at $409.90 million as of October 31, 2025.

Specific financial data points related to the existing non-listed REIT structure include:

• CNSREIT reported total NAV of roughly $203.78 million as of July 31, 2025.
• Net proceeds raised from offerings in Q2 2025 totaled $8.9 million.
• Monthly distributions declared in Q2 2025 totaled $2.3 million.
• The transaction price for CNSREIT shares accepted as of September 1, 2025, was $11.21.

Introducing a high-yield municipal preferred securities fund is a niche extension of existing expertise. The Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) already focuses on preferred securities, with a focus on investment grade, institutional preferreds. The firm's Q3 2025 operating margin was 36.1%, up from 33.6% in Q2 2025.

Integrating Environmental, Social, and Governance (ESG) criteria into existing Real Estate and Infrastructure funds addresses growing European investor demand. A note to French visitors indicates the firm is aware of the expectations of the Autorité des Marchés Financiers regarding non-financial criteria communication. The firm is a leading global investment manager specializing in real assets and alternative income, including infrastructure. Finance: draft 13-week cash view by Friday.

Cohen & Steers, Inc. (CNS) - Ansoff Matrix: Diversification

You're looking at how Cohen & Steers, Inc. can move outside its core listed securities business, which is the essence of diversification in the Ansoff Matrix. Given the firm's latest reported figures, this is a clear path for growth.

As of the end of Q3 2025, Cohen & Steers, Inc. reported ending assets under management (AUM) of $90.9 billion, which slightly decreased to a preliminary $90.6 billion by October 31, 2025. The firm posted Q3 2025 revenue of $141.72 million and an operating margin of 36.1%. This existing base of real assets expertise is the launchpad for these new ventures.

The move into private credit, for example, taps into a market that reached almost US$2 trillion AUM in 2024 and is projected to hit $3 trillion by 2028. This suggests a substantial runway for a new real asset-backed lending fund.

The firm has already shown a willingness to blend listed and private real estate, launching a tactical strategy with IDR Investment Management. This validates the operational capability to manage complex, multi-format real estate products, which is a foundation for other private market expansions.

Here are the specific diversification vectors:

• Launch a private credit fund focused on real asset-backed lending, moving beyond listed securities into a new asset class.
• Develop a dedicated private equity fund for real estate or infrastructure, leveraging the firm's deep sector knowledge and co-investment opportunities.
• Introduce a dedicated commodities strategy (beyond resource equities) to capture the 5.9% average annual return forecast for the decade.
• Acquire a boutique manager specializing in a complementary alternative income area, like insurance-linked securities, for immediate new product access.
• Create a bespoke 'Future of Energy' private fund, focusing on unlisted renewable infrastructure projects, a significant departure from their listed funds.

For the commodities push, the market context shows specific price forecasts that matter. For instance, the Brent oil price is forecast to average $68/bbl in 2025. Also, Henry Hub natural gas prices are suggested to average more than $4 per million metric British Thermal units in 2025.

The existing Cohen & Steers REIT, Cohen & Steers Income Opportunities REIT Inc., reported a one-year total return of 12.7% through the second quarter of 2025. This performance metric is what you'd want to replicate in new, less liquid products, though the REIT's expense cap is currently set to expire on December 1, 2026, or when its NAV hits $750 million.

The infrastructure space, where Cohen & Steers, Inc. already has expertise, saw its largest funds in market targeting over $140 billion. This signals that large-scale capital raising is possible for a dedicated private equity infrastructure vehicle.

Consider the following operational points for these new funds:

• Private credit managers are increasingly rolling out private credit Exchange Traded Funds (ETFs) to access retail capital.
• Infrastructure deal count is expected to grow moderately in 2025, with strong sentiment in Europe and North America.
• The firm's Q3 2025 liquidity stood at $364 million.