Cohen & Steers to Convert Future of Energy Fund into ETF by June 2026

CSIOCSIO

Cohen & Steers plans to convert its Future of Energy Fund mutual fund into an actively managed ETF, approved by the board with completion expected in June 2026. The conversion aims to enhance trading flexibility, portfolio transparency and tax efficiency.

1. Conversion Details

Cohen & Steers received board approval to convert the Future of Energy Fund, a U.S. mutual fund targeting traditional and alternative energy companies, into an actively managed ETF managed by the existing fund team.

2. Investor Benefits

Shareholders will gain enhanced intraday trading flexibility, improved portfolio holdings transparency and potential tax efficiency compared to the mutual fund structure.

3. Expanded ETF Lineup

Upon completion, the new energy-focused ETF will join five existing actively managed ETFs in real estate, infrastructure, natural resources, preferred income and short-duration preferred income.

4. Timeline and Next Steps

The fund conversion is expected to be finalized in June 2026, after which the ETF will commence trading on NYSE Arca, subject to regulatory approvals.

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