Katrina F. Sherrerd will join Research Affiliates in late November as a principal and a member of the executive committee. She will oversee strategic planning and the firm's affiliations with other money managers. Research Affiliates largely depends on outside firms to distribute its investment products. Ms. Sherrerd will end a nearly 20-year tenure at the CFA Institute, where she was managing director of planning and professional development. Officials at the CFA Institute have not decided how it will seek a successor, said spokeswoman Cathy Valentine.