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Bernie Scozzafava, CFA

Director, Quantitative Research and Portfolio Management

Bernie leads Parametric’s corporate bond quantitative research, which supports the development of rules-based algorithms used to construct corporate ladder, and liability-driven investing (LDI) portfolios. As a portfolio manager, he is responsible for designing and implementing his team’s hybrid investment process, which combines forward-looking credit research with sound portfolio construction techniques. Bernie began his career in the investment management industry in 1984 with the Federal Reserve Bank of New York. Prior to joining the firm in 2006 (originally as an employee of Parametric’s former parent company, Eaton Vance), he was a portfolio manager and credit analyst with MFS Investment Management. He is a member of the CFA Society of Boston and is a CFA charterholder.

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In finance since 1984
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Based in Boston
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BA, economics and mathematics,
Hamilton College,
MS, finance,
MIT Sloan School of Management

From this author

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Fixed income, Wealth manager, Institutional investor
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Applying Tax-Loss Harvesting to a Fixed Income SMA

Bernie Scozzafava}
Evan Rourke}

Can tax-loss harvesting strategies bolster your clients’ SMA portfolios in lower-yield scenarios?

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Fixed income, Tax management, Wealth manager
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Roll-Down Impact on Bond Returns

Bernie Scozzafava}
Evan Rourke}

To maximize the benefit of a laddered strategy, investors should understand the impacts of a roll-down.

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Market activity, Volatility, Fixed income, Wealth manager, +1