Adam M. Cohen

•Trade and manage, utilizing over 140 ETFs, two international, four domestic, one global low volatility, one energy sector and one technology sector fund, which collectively exceed $1.3 billion in assets.
• Co-manage 36 multi-asset fund-of-funds (FoF) and four target date portfolios, comprising over $43 billion in assets; flagship all-asset fund ranked in the 85th percentile on a 3 and 5-year basis.
• Assisted in the research and development over 20 new institutional asset allocation and retail portfolio products covering ETF, multi-asset, and alternative strategies.
• Speak at and attend industry conferences and engage with industry participants; Present AXA’s investment approach for multi-asset and ETF-managed strategies to RIAs and intermediaries with the goal of asset growth and market penetration.
• Build strategic asset allocation models, create new ETF-based portfolios and suggest strategic and tactical methods to optimize performance for the multi-asset and ETF-managed portfolios/sleeves.
• Co-developed a patented volatility dampening model that is embedded in AXA’s proprietary managed risk portfolios, encompassing ~$30 billion of assets.
• Perform due-diligence on potential sub-adviser additions and ongoing due-diligence on the 50+ existing sub-advisers to the trusts with emphasis on those advising underlying fund-of-fund portfolios.