Skip To The Main Content
 
sign in left image
Sign in Register Shop
sign in right image

THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
  • Sign in
  • Register Shop
  • The Review
THE REVIEW
  • Financial Planning
  • Analysis
  • Features
  • Insight
  • News
  • Opinion
  • People
  • Career Development
Sections
  • Building blocks - 1920

    Building blocks to a bright future

    A Fortune 500 CEO shares some insights on how to evolve in your career
    by Lauren Johnson, CISI copywriter 
    Read more
  • copytrading_1920

    Copy trading rules and risks

    This form of DIY investing might be compelling for individual investors, but all parties involved must follow the rules and be aware of the risks
    by Bradley Gerrard

    Read more
  • Behavioural finance module - 1920

    Psychology of financial decision-making

    Our Professional Refresher on behavioural finance illustrates how our biases can negatively affect our investment choices
    by Lauren Johnson, CISI copywriter 
    Read more
  • fees-funds-costs_1920

    Fees and charges: the figures behind the jargon

    The cost to investors of the industry’s fees and charges has been a hot topic for some time. But what is the reality on the ground for investors?
    by Dan Atkinson

    Read more
  • esg-backlash_1920

    An ESG backlash is simmering. Will it boil over?

    Some critics are anti-ESG evangelists. Others have legitimate concerns. Advocates need to build the ESG case more robustly.
    by Paul Bryant

    Read more
  • Gender-lens_1920

    International Finance Corporation: Banking on Women

    Jessica Schnabel, global head of the Banking on Women programme, talks to Sarah Kidner about its Banking on Women initiative
    Read more
  • Inequalities_1920x1056

    Tackling inequalities

    A key theme from COP27 was the need to tackle global inequalities. The financial services sector is also ramping up its efforts to make a difference in an increasingly uncertain world
    by David Stirling

    Read more
  • CREST-1350722246_1920x1056

    Still on the CREST of a wave

    In the 30th anniversary of CREST’s inception, Peter Taylor-Whiffen looks at how it revolutionised the Stock Exchange and the equities market

    Read more
  • Taxharmony_1920

    Tax net closes in on multinationals

    More multinational companies must now pay tax in the countries in which they do business. Peter Taylor-Whiffen looks at the logistics and the implications

     

    Read more
  • Int-B-Corp_1920

    To B Corp

    For a financial services company, achieving B Corp certification can provide visible evidence that it is actively conducting business in a way that benefits all
    by David Burrows

    Read more
  • SPAC_1920

    SPAC boom-bust

    Some think SPACs fill a market void left by a deficient IPO system but critics have called them a rip-off. Who’s right and what’s next?
    by Paul Bryant

    Read more
  • Colin-Anderson700

    Colin Anderson appointed CISI Client Relationship Manager, Scotland

    Jul 23, 2015

    The CISI has appointed Colin Anderson as its new representative for Scotland

    Read more
  • CPD-NAO700

    The choice of finance

    Jul 23, 2015

    Matthew Rees, Chartered FCSI and Vasilisa Starodubtseva at the National Audit Office consider how government chooses to finance its capital investment and makes proposals to improve its decision-making on spending, budgets and financing

    Read more
  • thumbnail_700px

    Back Story: Jason Turner MCSI

    Jul 22, 2015
    Jason Turner MCSI, Director, Deutsche Bank, tells us about his first career break 
    Read more
  • wealth-of-talent700

    How to win in wealth management

    Jul 21, 2015
    The rules of wealth management have changed post-crash. David Patchen, Senior Vice President of Private Client Group Education and Practice Management at Raymond James, has some top tips for managers to up their game
    Read more
  • smart-beta700

    World betas

    Jul 21, 2015
    Smart beta takes an index and refines it with the aim of improving the risk-return outcomes. How does it work, and how effective is it? 
    Read more
  • Removing a bung to release water from a tap_700x500

    Word on the web: Does the liquidity problem run deep?

    Jul 17, 2015
    BlackRock has released two white papers in a bid to lessen concerns over bond market liquidity (or lack thereof). But do they propose viable solutions? 
    Read more
  • CISI-partnership-Liverpool700

    CISI in partnership with Liverpool John Moores University

    Jul 16, 2015
    The CISI has signed an agreement with Liverpool Business School at Liverpool John Moores University, recognising the university as a CISI partner
    Read more
  • rising-regulation_700

    In numbers: Rising regulation

    Jul 16, 2015
    We highlight some of the key numbers behind the ever-growing data collection requirements in the financial services sector – and examine what they mean for firms
    Read more
  • evasive-behaviour_700

    Evasive behaviour

    Jul 16, 2015
    In the wake of the HSBC scandal, there is a new focus on how we pay tax, and the fine distinction between tax evasion and avoidance. Should moral or legal considerations hold precedence?
    Read more
  • city-view_700

    City view: Youth and underage gambling

    Jul 15, 2015
    The CISI's recent YouGov survey about youth and underage gambling reveals some surprising results
    Read more
  • applying-leverage_700

    Passive resistance

    Jul 14, 2015
    Is compulsory stewardship of passive management the way forward for asset managers? We ask four industry insiders
    Read more
  • last-word_700

    The genius of Brewdog

    Jul 14, 2015
    Brewdog, the fast-growing Scottish brewer based just outside Aberdeen, is pulling in the funds with its unorthodox crowdfunding exercise – and showing marketing genius too. Andrew Davis explains 
    Read more
  • 50060017_700px

    Answering to two masters?

    Jul 14, 2015
    With mounting scrutiny from on high amid intensifying regulation, are senior compliance officers being pulled in different directions?
    Read more
  • first-person_700

    First person: Investment dangers

    Jul 13, 2015
    By 2050, assets under management will rise to $400trn, dwarfing the banking system. But that brings with it potential problems. the Review columnist Anthony Hilton examines the outlook
     
    Read more
  • managementsmall

    Management fundamentals: three tips for new managers

    Jul 13, 2015

    Management – a fabulous opportunity to advance your career, but also a challenging responsibility. What steps can you take to ensure you make it a successful career move?

    Read more
  • 50230007_700px

    Word on the web: Big data – big success or big concern?

    Jul 10, 2015
    What effect will the move to securing ‘big data’ have on financial services? 
    Read more
Prev Next
Back to the top of the page

We use cookies to provide you with a better service. Carry on browsing if you are happy with this. Details on the cookies we use can be found in our cookie policy.

Welcome to the CISI Learning Platform

We are excited to introduce your new Learning Platform, designed to change the way you consume CPD content to meet your specific needs. Our innovative platform provides a unique and engaging user experience, offering a diverse range of learning opportunities for every individual.

With intelligent CPD recommendations that learn about you, to curated collections covering a variety of topics, the new platform brings all CISI CPD content into one accessible and streamlined area.

 Start learning
 
 Give me a guided tour
 
 FAQs

Help and support

Looking for assistance? Explore our FAQs for comprehensive guidance on the CISI Learning Platform or take a guided tour of our platform to rediscover its features and functionality.

 Take a guided tour of the learning platform
 
 View our FAQs