Profil
Mr. Bernard Scozzafava, CFA, is a Director of Quantitative Research & Portfolio Management at Parametric Portfolio Associates LLC.
He 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.
Mr. Scozzafava 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 parent company, Eaton Vance), he was a portfolio manager and credit analyst with MFS Investment Management.
He received his BA in economics and mathematics from Hamilton College (New York) and an MS in finance from Massachusetts Institute of Technology.
Postes actifs de Bernie Scozzafava
| Sociétés | Poste | Début |
|---|---|---|
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies. | Directeur de Recherche - Fxd Inc | 01/01/2020 |
Anciens postes connus de Bernie Scozzafava
| Sociétés | Poste | Fin |
|---|---|---|
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment. | Directeur de Recherche - Fxd Inc | 01/01/2020 |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Corporate Officer/Principal | - |
Boston Management & Research
Boston Management & Research Investment ManagersFinance BMR offers advisory services in a variety of equity, income, mixed-asset, and alternative strategies. Their investment decisions are based on in-depth fundamental analysis. The firm generally seeks to achieve above-average long-term investment results for clients through an emphasis on equity or debt instruments judged by BMR to have unrecognized value or investment potential. | Portfolio Manager-Fixed Income | - |
Formation de Bernie Scozzafava
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment. | Finance |
Boston Management & Research
Boston Management & Research Investment ManagersFinance BMR offers advisory services in a variety of equity, income, mixed-asset, and alternative strategies. Their investment decisions are based on in-depth fundamental analysis. The firm generally seeks to achieve above-average long-term investment results for clients through an emphasis on equity or debt instruments judged by BMR to have unrecognized value or investment potential. | Finance |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies. | Finance |
Hamilton College (New York)
Hamilton College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Massachusetts Institute of Technology
Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
















