Sara Shores, CFA, Managing Director, is the Head of Investment Strategy for the Factor-Based Strategy Group and the Global Head of Smart Beta for BlackRock, driving the strategy innovation and thought leadership for Smart Beta across all asset classes for institutional, retail and iShares clients.
Prior to assuming her current responsibilities in 2014, Ms. Shores was the head of North American Index Strategy within the Beta Strategies group. Ms. Shores' service with the firm dates back to 2005, including her years in the institutional client business with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Previously, she worked for MSCI Barra as a manager of product marketing, and as a senior consultant in equity sales and client relations. Ms. Shores also spent several years as the investment specialist for AssetMark Investment Services, overseeing all aspects of the firm's investment program.
Ms. Shores earned a BA degree in economics from the University of California at Santa Barbara in 1994 and an MBA degree from the University of California at Berkeley in 2001. Ms. Shores has been a CFA charterholder since 1998.