Hot Topics: Katrina Sherrerd (Ph.D ’87) on the Future of Active Management

By Dave Hendrick

Katrina Sherrerd (Ph.D ’87) is president and COO of Research Affiliates,  a leader in asset allocation and smart beta investment strategies. Roughly $184 billion in assets are currently managed using investment strategies developed by the firm.

Sherrerd recently visited the University of Virginia Darden School of Business to deliver a guest lecture to students in the “Hot Topics” course. After the course, Sherrerd joined Darden for a video interview to discuss the areas of interest within her industry, including the evolution of exchange-traded funds (ETFs), diversity in investment management and the future of active management.

Watch clips from the interview below:

Next Generation of ETFs for Retail Investors

The ETF of the Future

Factors Impacting Future ETF Market Growth

Maintaining a Competitive Edge in ETF Product Development

The Importance of Diverse Teams

The Importance of Thought Diversity in Investment Management

About the University of Virginia Darden School of Business

The University of Virginia Darden School of Business delivers the world’s best business education experience to prepare entrepreneurial, global and responsible leaders through its MBA, Ph.D., MSBA and Executive Education programs. Darden’s top-ranked faculty is renowned for teaching excellence and advances practical business knowledge through research. Darden was established in 1955 at the University of Virginia, a top public university founded by Thomas Jefferson in 1819 in Charlottesville, Virginia.


Press Contact

Sophie Zunz
Director of Media Relations
Darden School of Business
University of Virginia