Kseniya Nadtochiy

Kseniya is a Senior Research Associate for Asset Management Monitor - Investor and Asset Management Monitor - Advisor at Corporate Insight.

Email: knadtochiy@corporateinsight.com

Author's Posts

Asset Management Advisor Best Practices for Investor Education

November 07, 2018 by
A recent report from Corporate Insight addressed educational materials that asset management advisors can provide to their clients, analyzing resources from 16 industry-leading firms. The report assesses education content’s findability, presentation, variety of topics and depth of information. Three firms stand out for their offerings, content and accessibility:   Franklin Templeton houses a comprehensive selection […]

Columbia Threadneedle Enhances Advisor Experience with Streamlined Fund Visualizations

August 01, 2018 by
Columbia Threadneedle redesigned its advisor-facing fund profiles with a focus on improved usability, enhanced visuals and better promotion of the fund’s value proposition. Each fund profile features an anchored navigation menu at the top of page, more in line with industry standards. Fund filtering options are now asset-class-based rather than just alphabetical, and added visuals […]

A Spotlight on BlackRock’s Geopolitical Risk Dashboard

June 06, 2018 by
With terms like “volatility,” “market correction” and “rising risk” dominating headlines, BlackRock’s recently released public site Geopolitical Risk Dashboard helps clients understand how market volatility will affect their portfolios and business through three interactive charts. The dashboard acts as a barometer of the global risks facing financial markets by analyzing financial news stories, analyst reports […]

April 2018 FCS Lunch—Performance, Trust & Best Interests: Marketing to Financial Advisors

April 25, 2018 by
Corporate Insight recently attended Financial Communication Society’s Marketing to Financial Advisors conference at the New York Yacht Club, hosted by FUSE Research Network. A presentation by Director of Relationship Development Cindy Zarker and a panel discussion featuring marketing heads from J.P. Morgan Chase, AB and OppenheimerFunds provided insights and strategies for building relationships with financial […]

Do Investors Fear Technology or Embrace It?

August 08, 2017 by
As we noted in an August 7th blog post, BlackRock and Legg Mason both released global investor surveys that provide insight into motivations, biases and behaviors. While the surveys provide a variety of perspectives on investor optimism, risk approach and preparation for retirement, the use of technology emerges as a crucial theme. Investors discuss their opinions […]

BlackRock and Legg Mason Reveal Investor Fears

August 07, 2017 by
BlackRock and Legg Mason both released their global investor surveys, focusing on sentiment, behaviors and trends in 2017. Both firms touch on similar themes, discussing the roles of technology, retirement and long-term goal planning. Legg Mason provides insight into investors’ motivations and biases, comparing perception, reality, technology and experience. BlackRock also analyzes investor sentiment by […]

Fighting Interest Rates with Bond Ladders

June 22, 2017 by
Citing moderate economic growth, solid labor statistics and increased inflation, the Federal Reserve increased interest rates by 25 basis points last quarter. In an effort to normalize policy after nearly a decade of historically low rates, the Fed is expected to continue to raise rates. As a result, investors are worried about the potential for […]

Funds Industry Takes on Trump

May 04, 2017 by
Since the surprise election of Donald Trump, mutual fund firms have scrambled to reassure both advisors and investors that the outcome will not have an immediate impact on markets. Immediately following election night, firms like Franklin Templeton and PIMCO analyzed how Trump’s campaign promises could affect investor portfolios and equity markets. Firms anticipated that a […]

Is Wearable Tech the Future of the Workplace?: Humanyze and Investment Decisions

September 19, 2016 by
When it comes to making decisions, human beings aren’t always rational. Choices are driven by a mix of intuition, biology and past experiences rather than solid reasoning. Humanyze, a unique firm created in the MIT Media Lab, developed a system that collects employee behavioral data to help link human behavior and physiological data to business […]

Tracking Investor Behavior

May 24, 2016 by
  According to Financial Advisor magazine, failure to understand a client’s goals and objectives is one of the top reasons why clients fire advisors. Advisors look to fund issuers to gain insight into investor behavior and decisions in order to better understand their clients. Recently, several firms have integrated and promoted their insights on advisor-facing […]