Blog Author Boston

Bernie Scozzafava photo

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, Custom Core® fixed income, 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
Investment professional since 1984
Location icon
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

From this author

Blog post

2022 Bond Outlook: Solid Markets Despite Inflation Threats

Evan Rourke}
Bernie Scozzafava}

Bonds performed well in 2021. Expect more of the same in 2022, even amid risks.

Blog post

Applying Tax-Loss Harvesting to a Fixed Income SMA

Bernie Scozzafava}
Evan Rourke}

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

Blog post

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.

Blog post

The Core of Customization: Why a Stratified-Cells Approach Works for Bonds

Bernie Scozzafava}
Dan Codreanu}

Portfolio customization is growing in popularity among equity investors—but does it have a place in the bond market? Learn about the benefits of stratified cells.