Global Head of Investment Strategy for Risk Factor Strategies

Sara Shores

Sara Shores, CFA, Global Head of Investment Strategy for Risk Factor Strategies for BlackRock, driving the strategy innovation and thought leadership for Smart Beta across all asset classes for institutional, retail and iShares clients. Sara has over 20 years of investment experience and is recognized throughout the industry as an expert on Smart Beta.


Prior to assuming her current responsibilities in 2014, Ms. Shores was the head of North American Index Strategy within the Beta Strategies group. She began her career at Barra, developing the detailed understanding of equity risk modeling and quantitative analysis that is the foundation for her current work. Sara joined BlackRock via Barclays Global Investors in 2005 in the Global Client Group, further honing her expertise in the dynamics of the institutional investment community before joining the Beta Strategies team in 2010.


Ms. Shores earned a BA in Economics from U.C. Santa Barbara in 1994 and an MBA from U.C. Berkeley in 2001. Sara has been a CFA Charterholder since 1998.

Commentary by Sara Shores, CFA