Katrina F. Sherrerd Named a P&I 2024 Most Influential Woman in Institutional Investing

PRESS RELEASE

Katrina F. Sherrerd Named a P&I 2024 Most Influential Woman in Institutional Investing

 

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
LinkedIn: @Research-Affiliates
Twitter: @ra_insights

Contact:
Tyler Bradford
Hewes Communications, Inc.
+1 (212) 207-9454
hewesteam@hewescomm.com

Disclosures

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.

 

The trademarks Fundamental Index®, 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 are protected by various patents of Research Affiliates, LLC. (See all applicable US Patents and protected trademarks located at https://www.researchaffiliates.com/legal/disclosures#patent-trademarks-and-copyrights, which are fully incorporated herein.) Any use of these trademarks, logos or patented 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, its intellectual property.

 

© 2024 RAFI Indices, LLC. All rights reserved. Duplication or dissemination prohibited without prior written permission. 

© 2024 Research Affiliates, LLC. All Rights Reserved.

Cookies Disclaimer

The content provided on this website is informational, subject to change and is not investment advice or any offer or solicitation for the purchase or sale of investments.  Any use of this content is subject to and evidence of the user’s acceptance of all important legal disclosures, disclaimers, terms of use and provisions found at https://www.researchaffiliates.com/en_us/legal/privacy-policy, including the user’s complete release of liability for any use of the content, which may contain inaccuracies. 

This site uses cookies on our website to distinguish you from other users of our website.  Our objective is to optimize your experience when you browse our website and to continually improve our site.  Consenting to the use of these conditions is not a condition of using the website, however, if you do not consent, you will be redirected to a static website with limited information.  Please select “Accept” if you consent to our use of cookies, pursuant to our Cookies Policy, during your visit to our website.  Otherwise, please select “Decline” if you do not consent to our use of cookies during your visit to our website.  A copy of our Cookies Policy can be found at https://www.researchaffiliates.com/en_us/legal/privacy-policy.

Decline Accept

Disclaimer

You are now leaving the Research Affiliates, LLC website.  The following link may contain information concerning investments, products or other information.  Research Affiliates, LLC is not responsible for the accuracy or completeness of information on non-affiliated websites and does not make any representation regarding the advisability of investing in any investment fund or other investment product or vehicle.  Importantly, Research Affiliates, LLC is not compensated for linking you to any non-affiliated website and instead is only compensated with an asset-based fee as either a licensor of intellectual property or a sub-adviser to an investment adviser.  The material available on non-affiliated websites has been produced by entities that are not affiliated with Research Affiliates, LLC.  Descriptions of, references to, or links to products or publications within any non-affiliated linked website does not imply endorsement or recommendation of that product or publication by Research Affiliates, LLC.  Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of Research Affiliates, LLC, which is not responsible for any inaccuracies or errors.  THIS INFORMATION IS NOT AN OFFER TO BUY OR A SOLICITATION TO SELL ANY SECURITY OR INVESTMENT PRODUCT.  SUCH AN OFFER OR SOLICITATION IS MADE ONLY BY THE SECURITIES’ OR INVESTMENT PRODUCTS’ ISSUER OR SPONSOR THROUGH A PROSPECTUS OR OTHER OFFERING DOCUMENTATION.  

CANCEL PROCEED