Newport Beach, CA – September 23, 2024 – Research Affiliates, a global leader in smart beta, enhanced index strategies, and asset allocation, is proud to announce that Katrina F. Sherrerd, Partner and Vice Chair, has been named to Pensions & Investments’ 2024 list of the Most Influential Women in Institutional Investing. This list recognizes women who have made transformative contributions to the institutional investment industry through exceptional leadership, innovation, and commitment to diversity and inclusion.
With more than 45 years of experience, Sherrerd is a pioneering leader in institutional investing. She served as CEO and President of Research Affiliates for nearly 15 years before transitioning to her current role as Vice Chair. During her tenure, she pushed the boundaries of innovation, particularly in ESG and DEI research, while cultivating a collaborative culture that successfully navigated the challenges of the COVID-19 pandemic.
“I am deeply honored to be recognized alongside such an extraordinary group of women,” said Sherrerd. “As we continue our efforts to create a more equitable environment for women in finance, I am exceptionally proud of the work we’ve accomplished at Research Affiliates. I remain fully committed to empowering the next generation of leaders in this industry.”
This recognition underscores Sherrerd’s dedication to both professional excellence and advancing opportunities for women in institutional investing. With advanced degrees from MIT and the Darden School of Business, she has leveraged her academic background to break barriers in a male-dominated field. Committed to lifting the next generation of women in asset management, Sherrerd actively mentors young professionals and advocates for greater inclusion and diversity across the industry.
“Katrina’s contributions to the field have touched the lives and careers of so many,” said Reena Lalj, Partner and Chief Operating Officer at Research Affiliates. “Her unwavering commitment to innovation and diversity has made her a role model and an inspiration.”
About Research Affiliates
Research Affiliates is a globally recognized investment advisor established in 2002. Its mission is to challenge conventional wisdom and revolutionize the investment community for the benefit of investors through innovative research and product development. The company offers industry-leading smart beta and enhanced indexing, quantitative active equity, and multi-asset products. Research Affiliates believes that because market prices are not perfectly efficient, systematic investment strategies can provide opportunity for improved investment performance. It partners with some of the world's largest investment managers and offers mutual funds, ETFs, commingled funds, and separately managed accounts. As of June 30, 2024, the firm has over $147 billion in assets under management through strategies developed by Research Affiliates.
Web: www.researchaffiliates.com
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Contact:
Tyler Bradford
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Disclosures
Neither Research Affiliates, LLC, nor its related entities provide investment advice outside of the United States, Ireland, Australia, and Canada, and do not offer or sell any securities, commodities, or derivative instruments or products. Any such business may only be conducted through registered or licensed entities and individuals permitted to do so within the respective jurisdiction and only in conjunction with the legally required disclosure documents and subject to all legally required regulatory filings and/or exemptions.
The trademarks Fundamental Index™ and RAFI™, and the Research Affiliates™ trademark and corporate name and all related logos, are the exclusive intellectual property of Research Affiliates, LLC, and in some cases are registered trademarks in the United States and other countries. Various features of the Fundamental Index™ methodology, including an accounting data–based noncapitalization data–processing system and method for creating and weighting an index of securities, are protected by various patents, and patent-pending intellectual property of Research Affiliates, LLC. (See all applicable US Patents, Patent Publications, Patent Pending intellectual property and protected trademarks located at https://www.researchaffiliates.com/en_us/about-us/legal.html#patent-trademarks-copyright, which are fully incorporated herein.) Any use of these trademarks, logos, patented, or patent-pending methodologies without the prior written permission of Research Affiliates, LLC, is expressly prohibited. Research Affiliates, LLC, reserves the right to take any and all necessary action to preserve all of its rights, title, and interest in, and to, these.
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RAFI Indices, LLC does not offer or provide investment advice or offer or sell any securities, commodities, or derivative instruments or products. The RAFI trademark is used under license by RAFI Indices, LLC. The RAFI Indices, LLC, corporate name and all related logos are the exclusive intellectual property of RAFI Indices, LLC.
