Katrina Sherrerd is CEO and president of Research Affiliates. She is also a member of the Research Affiliates board of directors. Katy strategically leads the firm in its core mission of conducting cutting-edge research and advancing innovative product development for the benefit of investors. She is dedicated to guiding the firm by fostering a culture of curiosity and respect, encouraging the multiplicity of insights and approaches her global team brings to the table; in her experience this process is the most effective means for achieving sustainable investment outcomes.
Throughout her professional career, Katy has worked to further inventive and groundbreaking research and to encourage the continuing education of investment professionals around the world. At CFA Institute, she led the research and education effort, including oversight of the Financial Analysts Journal. Katy also served as executive director and member of the board of trustees of the Research Foundation of CFA Institute and led the strategic planning effort for CFA Institute and the Research Foundation.
Katy currently serves on the boards of Rayliant Global Advisors and the Institute for Quantitative Research in Finance. Prior to joining Research Affiliates, she was vice chair of the Investment Advisory Committee for the Virginia Retirement System. She was also a visiting professor at the Darden School at the University of Virginia and a lecturer at the McIntire School of Commerce at the University of Virginia. She holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County.
Katy received her BS in finance from the University of Virginia’s McIntire School, an MS from the Massachusetts Institute of Technology, and a PhD in finance from the Darden School at the University of Virginia.