Katy Sherrerd

Chief Executive Officer at

Research Affiliates LLC

Finance

Consumer Services

Profile

Dr. Katrina F.
Sherrerd is a Chief Executive Officer at Syzygy Asset Management LLC and a Vice Chairman & Chief Executive Officer at RAFI Indices LLC.
She is on the Board of Directors at Syzygy Asset Management LLC and RAFI Indices LLC.
Prior to joining Syzygy, Dr. Sherrerd spent 19 years in various roles at CFA Institute, the largest global association of investment professionals.
As part of the CFA Institute leadership team, she led the research and education effort, including oversight of the Financial Analysts Journal, and spearheaded strategic planning.
She 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.

Katy Sherrerd active positions

Companies	Position	Start
Research Affiliates LLC Research Affiliates LLC Investment ManagersFinance Syzygy Asset Management offers various investment strategies which based on their proprietary research which has shown that an index based on market capitalization tends to overweight overvalued stocks and underweight undervalued stocks, resulting in a performance drag.	Chief Executive Officer	01/08/2025

All active positions of Katy Sherrerd

Former positions of Katy Sherrerd

Companies	Position	End
Virginia Retirement Systems Virginia Retirement Systems Investment ManagersFinance VRS employs various strategies including Public Equities, Fixed Income, Short-Term Investments, Private Equity, Real Assets, Credit Strategies, and Strategic Opportunities. The firm maintains a long-term investment horizon and asset allocation policy for the management of fund assets. They invest with top-tier alternative investment managers (private investments and hedge funds) that consistently generate strong net returns.	Corporate Officer/Principal	01/01/2007

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Training of Katy Sherrerd

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Linked companies

Private companies	4
Virginia Retirement Systems Virginia Retirement Systems Investment ManagersFinance VRS employs various strategies including Public Equities, Fixed Income, Short-Term Investments, Private Equity, Real Assets, Credit Strategies, and Strategic Opportunities. The firm maintains a long-term investment horizon and asset allocation policy for the management of fund assets. They invest with top-tier alternative investment managers (private investments and hedge funds) that consistently generate strong net returns.	Finance
Research Affiliates LLC Research Affiliates LLC Investment ManagersFinance Syzygy Asset Management offers various investment strategies which based on their proprietary research which has shown that an index based on market capitalization tends to overweight overvalued stocks and underweight undervalued stocks, resulting in a performance drag.	Finance
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Massachusetts Institute of Technology Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University	Finance