Katrina Sherrerd is responsible for Research Affiliate’s day-to-day operations and business development, including investment management and research, product management, brand management, distribution, and administration. Katy helps to ensure the firm's focus remains consistent with its core mission—to carry out cutting-edge research and product development and to affiliate with other well-respected firms in the industry to bring these ideas to investors.
Throughout her professional career, Katy has been dedicated to advancing innovative thinking, leading-edge research, and continuing education for the benefit 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.