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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.

Expertise icon
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

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Originally from Scotia,
New York

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Fixed income, Wealth manager, Institutional investor
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Fixed income, Tax management, Wealth manager
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2024 Fixed Income Outlook: A Happy New Year for Bonds

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Delayed market trends have investors wondering what will happen in 2024. Read why we think bond investors could have a happy new year.

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Fixed income, Market activity, Wealth manager, Institutional investor, +1
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Bonds Are Back: What Are You Waiting For?

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With interest rates rising to attractive levels, we believe it’s time to take advantage of a potentially overlooked opportunity. Find out why.

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Fixed income, Market activity, Volatility, Wealth manager, Institutional investor, +2
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What’s Behind the Disconnect Between Coupon Income and Yield?

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Laddered bond portfolios aim to make income more predictable. What’s happening when income and yield diverge? Get the answer.

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Fixed income, Market activity, Wealth manager, Institutional investor, +1
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Climbing Out of Cash with a Bond Ladder

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How can investors lock in high rates with reduced risk?

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Fixed income, Volatility, Wealth manager, Institutional investor, +1
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Interesting Times: Exploring the Three Rs of Fixed Income

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What do the three Rs of fixed income investing tell us about what to expect? We see signs of stabilization ahead.

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Fixed income, Wealth manager, Institutional investor
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Fixed income, Market activity, Inflation, Wealth manager, +1
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Fixed income, Wealth manager
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Midyear Bond Outlook: A Stable Ladder in Uncertain Times

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How can bond investors stay ahead of rising rates?

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Fixed income, Institutional investor, Wealth manager