Practical analysis for investment professionals

Katrina Sherrerd, PhD, CFA

4 Posts


Katrina Sherrerd, PhD, CFA, is CEO of Research Affiliates. She is also a member of the Research Affiliates board of directors. Sherrerd manages the overall operations and resources of the firm, the communication between board and senior management, and the establishment of long-range strategy and policy, which allow the firm to deliver on its core mission of conducting cutting-edge research and advancing innovative product development for the benefit of investors.

Author's Posts
The Investment Case for Culture

How can we meet the dual challenge of investor preferences and investment outcomes?

Four Principles to Sustaining a Desired Culture

Once we define the culture we aspire to build, our challenge and responsibility is to cultivate it over time. That process is far from automatic and has no finish line.

Defining an Ideal Culture: A Values-Based Framework

The values-based framework can help leaders define, clarify, and establish a firm's desired culture, Katrina Sherrerd, PhD, CFA, writes.

How Culture Improves Outcomes: Cognitive Diversity

Leaders need to prioritize culture, says Katrina Sherrerd, PhD, CFA.


