Chief Research Advisor
Bernie Nelson is President of Style Analytics North America and is based in Boston, USA.
Prior to joining Style Analytics, Bernie held positions as Head of Risk and Head of Quantitative Analysis at Scottish Widows Investment Partnership, now Standard Life Aberdeen. He was responsible for developing portfolio risk management and integrating quantitative techniques into a fundamentally based investment process. He has also managed structured products and index funds, and has financial engineering experience as a derivative products analyst. Bernie speaks regularly at international investment conferences on factor investing and smart beta, environmental social and governance (ESG) investing, and style and risk analysis in asset management.
Bernie holds an Honors degree in Mathematics from Edinburgh University. He is an Associate of the UK Society of Investment Professionals, a member of the CFA Institute, and a member of the CFA Society Boston. Bernie is also an Ambassador for the Transparency Task Force.