Projects per year
Personal profile
Biography
Ekaterina joined Roehampton Business School in April 2016 and currently holds the position of Senior Lecturer in Finance. Prior to her role at Roehampton, she served as a visiting lecturer at prestigious institutions, including London Business School, Queen Mary University London, Bayes Business School, and Westminster Business School. During her time as a visiting lecturer, Ekaterina taught courses in finance, econometrics, and quantitative methods.
In 2014, Ekaterina successfully completed her PhD in econometrics at Bayes Business School, where she was under the guidance and supervision of Prof. Lorenzo Trapani. She developed advanced econometrics skills and developed a passion for teaching.
Beyond her academic pursuits, Ekaterina actively engages in volunteering activities. She has contributed her skills and knowledge to various projects with DataKind UK, an organization dedicated to utilizing big data for social good. Ekaterina supports CodeFirstGirls and volunteers with Women In Data, an organization dedicated to reducing gender biases within the Tech industry. Through these projects, she has made a positive impact on society.
Ekaterina's research is dedicated to improving financial literacy with a focus on active learning pedagogy. Her work focuses on the methods that enhance financial literacy and influence financial behaviours, demonstrating her dedication to this important area of study.
Research interests
Ekaterina's research focuses on financial literacy and proficiency. She is particularly interested in active learning pedagogy to teach financial skills and bring the subject to "life". Ekaterina's research examines and develops personal finance skills among young adults, with a focus on improving financial proficiency. The research mainly targets business school students, as traditional academic settings do not provide enough opportunities to train proficiency and often fail to change financial behaviours. Ekaterina is working on the BAFA CDAF grant to improve financial proficiency at the higher education level. Her approach is called Storytelling for Proficiency Pedagogy. She believes that financial case studies based on relatable day-to-day scenarios help to teach financial skills to improve financial literacy. Her work is published in international, peer-reviewed journals and presented at conferences.
Ekaterina also researches non-parametric methodology to understand the persistence of returns within investment funds. The findings suggest that a significant proportion of funds appear to be "lucky" performers, which are unlikely to experience significant outperformance in the future and can negatively impact long-term sustainability for investors, including pension funds, sovereign wealth funds, private equity investments, and other investment organizations. Ekaterina's non-parametric identification mechanism enables practitioners to focus on fewer persistent funds for meaningful qualitative scrutiny.
Teaching
International Corporate Finance (Level 7)
Economics of Money, Banking and Finance (Level 6)
Business Finance (Level 6)
Undergraduate and postgraduate dissertation supervisions
Academic guidance tutor
Formerly:
Introduction to finance and accounting (Level 4)
Business data analysis (Level 4)
Capital markets (Level 6)
Qualifications
- SEDA supervising postgraduate research;
- Postgraduate Certificate in Academic Practice (Technology Enabled);
- Fellow at Higher Education Academy (D2);
- PhD in Finance, Cass Business School;
- MSc in Banking and International Finance, Bayes Business School (London)
- BA Finance and Investment Management, Northumbria University
- BSc Economics
Links
Research projects
"The Instrumental Role of Financial Literacy of Young Adults in South West London in Improving Social Mobility and Community Wellbeing"
Professional affiliations
British Accounting and Finance Association (BAFA) member (since 2022)
Financial Analysts Journal - peer reviewer (since 2022)
The DataKind UK -Data Ambassador (2019)
Collaborations and top research areas from the last five years
Projects
- 3 Finished
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FAWB App development - Broadening Horizons
Haskel, L. (CoPI) & Ipatova, E. (CoPI)
1/11/23 → 1/11/24
Project: Other
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Preparing Active Economic Citizens: Developing Financial Proficiency through “Life Events” Education Model.
Ipatova, E. (PI)
1/02/23 → 1/02/25
Project: Research
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The Instrumental Role of Financial Literacy of Young Adults in South West London in Improving Social Mobility and Community Wellbeing
Ipatova, E. (PI) & Parhi, M. (CoI)
1/09/22 → 1/07/23
Project: Research
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Hedge Fund Performance Persistence: A Close Look at Luck, Skill, and Crisis-Driven Portfolio Management
Ipatova, E., 10 Feb 2024, NTU IFMB 2024: Contemporary Issues in Financial Markets and Banking .Research output: Chapter in Book/Report/Conference proceeding › Conference contribution › peer-review
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Improving Financial Proficiency through Storytelling Teaching Methods
Ipatova, E., 10 Apr 2024, (Unpublished) BAFA Annual Conference 2024.Research output: Chapter in Book/Report/Conference proceeding › Conference contribution › peer-review
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Empowering students for active economic citizenship: Enhancing financial proficiency through experimental learning in a university with a focus on diversity and inclusion
Ipatova, E., 2023, (In preparation).Research output: Contribution to conference › Paper
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Preparing active economic citizens: developing financial proficiency through "Life Events" Education Model.
Ipatova, E., 2023, (In preparation).Research output: Contribution to conference › Paper
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Re-examining the Dunning-Kruger Effect: Objective vs. Subjective Financial Literacy in the Young and Overconfident
Ipatova, E. & Merheb, K., 30 Nov 2023, In: SSRN.Research output: Contribution to journal › Article
Activities
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Three ways professional certifications can boost student outcomes
Ipatova, E. (Advisor)
25 Jan 2025Activity: Public engagement and outreach › Media Article or Participation
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Savings, Credit, Banking and Financial Resilience Workshop
Ipatova, E. (Organiser) & Parhi, M. (Contributor)
21 Feb 2023 → 23 Feb 2023Activity: Public engagement and outreach › Workshop and other training
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Strategic Change (Journal)
Ipatova, E. (Peer reviewer)
Apr 2023Activity: Publication peer-review and editorial work › Editorial Activity
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Preparing active economics citizens using "Life Events" model. Workshop for third year students
Ipatova, E. (Advisor)
16 Mar 2023Activity: Public engagement and outreach › Workshop and other training
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Advance HE
Ipatova, E. (Speaker)
6 Jul 2023Activity: Participating in or organising an academic event › Participation in academic conference
Press/Media
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Luck or skill: what drives hedge funds performance persistence?
Ipatova, E., Parhi, M., Mishra, T. & Doctor, K.
8/11/22
1 Media contribution
Press/Media: Press / Media