Profile Summary

Zvi Bodie is the Norman and Adele Barron Professor of Management at Boston University. He holds a PhD from the Massachusetts Institute of Technology and has served on the finance faculty at the Harvard Business School and MIT's Sloan School of Management. His textbook, Investments, coauthored by Alex Kane and Alan Marcus is the market leader and is used in the certification programs of the CFA Institute and the Society of Actuaries. In 2007 the Retirement Income Industry Association gave him their Lifetime Achievement Award for applied research.

  • Education Open or Close

    Ph D, Massachusetts Institute of Technology, Economics, 1975.

    MA, Hebrew University, Economics, 1970.

    BA, Brooklyn College, Philosophy, 1965.

  • PublicationsOpen or Close

    Journal Articles:

      Bodie, Z., Briere, M., (2014). “Sovereign Wealth and Risk Management: A Framework for Optimal Asset Allocation of Sovereign Wealth”. Journal of Investment Management, 12(1), .

      Bodie, Z., Barnes, M., Triest, R., Wang, C., (2010). A Tips Scorecard: Are They Accomplishing Their Objectives?. Financial Analysts Journal, 66(5), 68-84. Charlottesville, VA.

      Bodie, Z., (2008). Contingent Claims Analysis and Life Cycle Finance. American Economic Review, 98(2), 291-296.

  • Research PresentationsOpen or Close

    Invited Lectures:

      Bodie, Z., (Panelist), Meeting of the NYSSA, NYSSA Defined Contribution Pension Plan Innovation Panel, NYSSA, NY City. (May 28, 2013).

      Bodie, Z., (Author Only), Society of Actuaries Pension Council Meeting, Views on Pension Reform, Society of Actuaries, Boston, MA. (June 25, 2013).

      Bodie, Z., (Author Only), "On the Money" radio show, Inflation protected bonds, National Public Radio, Boston, MA. (July 26, 2013).

      Bodie, Z., (Presenter & Author), Treussard, J., (Author Only), Annual Meeting of the American Economic Association, Contingent Claims Analysis and Life-Cycle Finance, American Economic Association, New Orleans, LA. (January 5, 2008).

  • General ServiceOpen or Close

    Service to the School:

      National, Contributor to Paul Solman's "Making Sense" on the Business Desk at PBS Newshour, Pro Bono Professional Service. (January 1, 2013 - Present).
      Interviews and blog postings.

      Local, Boston University, BU Benefits Office. (January 2009 - June 2013).
      I served on a committee headed by Martin Howard to review and simplify BU's retirement plan.

    Service to the Profession:

      Regional, Professional, Pro Bono Professional Service, New York Society of Security Analysts. (May 28, 2013 - Present).

      Regional, Professional, Concordia University. (June 26, 2013 - Present).
      I gave a lecture on pension reform in the United States and in Canada.

      National, Professional, Pro Bono Professional Service, Society of Actuaries. (June 25, 2013 - Present).
      Participated in discussion of views on pension reform.

  • Conference ActivitiesOpen or Close

      Challenge of Retirement in a Defined Contribution World, University of Connecticut Law School, Problems With Defined Contribution Plans, Panelist. (April 4, 2013 - April 4, 2013).

  • ConsultingOpen or Close

    Expert on asset-liability matching, U.S. Government Pension Benefit Guaranty Corporation, Washington, DC. (July 24, 2013 - July 24, ).

    PBGC investment policy and asset-liabilty matching.

    Academic, Dimensional Fund Advisor , Chicago, IL. (June 4, 2013 - Present).
    Innovations in pension policy and the role of inflation protected bonds.

    Academic. (January 1, 2012 - Present).
    Lectures on Best Practices in Defined Contribution Pension Plans

    Academic, PBS Frontline, New York City and Boston. (March 1, 2013 - May 5, 2013).
    Served as expert advisor to the team producing a documentary, "Retirement Gamble" for PBS Frontline.

    Academic, Cardano Corporation, Boston, MA. (June 6, 2013 - June 6, 2013).
    Documentary film on pension policy and risk management.

    Management, J. P. Morgan. (1999 - 2000).

    Academic, Honeywell. (1982 - 2000).

    Academic, ITT. (1981 - 1998).

    Management, State of Israel on Reforming the Pension System. (1990 - 1993).

    Academic, Study of Pension Portfolio and Investment Strategy for U.S. Department of Labor. (1989 - 1990).

  • Awards and HonorsOpen or Close

    Harry M. Markowitz Award, Journal of Investment Management, Research. (February 22, 2015).

    for the Best Paper Appearing in the Journal Of Investment Management (JOIM), 2014

    Markowitz Special Distinction Award, Journal of Investment Management, Research. (March 20, 2013).
    For article, "Lifecycle Consumption-Investment Policies and Pension Plans: A Dynamic Analysis"

  • BroadcastsOpen or Close


      Newshour: Why Stocks Aren't Safe in the Long Run, 02/18/2013, PBS. See Web Page

      The Newshour: Is Your Pension Safe?, 06/22/2011, PBS. See Web Page

      Wall $treet Week: Stocks, Bonds, and Retirement, 02/25/2003, PBS. See Web Page


      All Things Considered: Government Ready to Pick Up Pensions, 05/10/05, NPR. See Web Page

      On Point: The Investment Dilemma, 03/10/05, NPR. See Web Page

  • Web LinksOpen or Close
  • DirectorshipOpen or Close

    Integrated Finance