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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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THE REVIEW
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  • 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 
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  • 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

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  • 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 
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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

     

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  • 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

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  • 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

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  • ColetteBowe_1920

    A difficult endeavour

    Jul 10, 2015
    Why Dame Colette Bowe is a good choice for chairman of the newly created Banking Standards Board
    Read more
  • reputationsmall

    Speak Up dilemma: A question of reputation – the verdict

    Jul 9, 2015
    All is not what it seems when a Marketing Director joins a firm which appears to be highly rated by its customers
    Read more
  • 50260005_700px

    Is London losing its lustre?

    Jul 9, 2015
    A perennial favourite among global investors, London has been shaken lately by major banks considering a move out of the UK, amid rising regulation and tougher taxes. Is the UK capital's investment appeal waning?
    Read more
  • CityGivingDay700

    Be a part of City Giving Day

    Jul 7, 2015
    Make a date in your diary for 30 September 2015 - a day when the City will unite to celebrate and promote the good it does for society
    Read more
  • wotw_july15_700

    Word on the web: No room to run?

    Jul 3, 2015
    Perpetually low interest rates mean some economies may not be in a position to ward off another financial crisis   
    Read more
  • CISIgamblingsurvey700

    CISI survey reveals widespread underage gambling

    Jul 3, 2015

    The effectiveness and integrity of the gambling industry’s vetting procedures have been questioned following a report from the CISI on gambling habits of UK’s 18-24 year olds

    Read more
  • CGT700

    The Knowledge: Avoiding capital gains tax foul-ups

    Jul 3, 2015

    Providing accurate planning advice to clients about capital gains tax (CGT) can be a problem area for firms. Karrie Tilburn ACSI and Abi Ostler ACSI of K A Watson Consultancy highlight five common pitfalls to avoid

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  • Online-trade-matching_700

    Book of the month: Risk culture and effective risk governance

    Jul 2, 2015
    Kicking off a new series of 'Book of the month' features for the digital edition of the Review, we look at Risk culture and effective risk governance, edited by Patricia Jackson, which examines what needs to be done to firmly entrench best practice into boardrooms and workplaces
    Read more
  • imr_july700

    Read the July 2015 edition of the Investment Management Review

    Jul 2, 2015

    The July 2015 edition of the Investment Management Review is out now, providing comprehensive coverage and analysis of latest key global developments across the asset management industry

    Read more
  • benefits700

    Access hundreds of new offers and discounts through CISI Membership Privileges

    Jul 2, 2015
    Thinking about your summer holiday or a weekend break? Did you know that as a member of the CISI, a Travel Concierge is now waiting for your call?
    Read more
  • GettyImages-101883493_700x500px

    Word on the web: Many happy returns?

    Jun 25, 2015
    Does AIM’s 20th birthday constitute cause for a celebration, or time for a rethink?  
    Read more
  • Norwood-Alan-Diamond1920

    CISI member's birthday proves a gift for charity

    Jun 25, 2015
    Nearly £21,000 was raised for charity at a birthday lunch for one of the Institute’s longest-serving members
    Read more
  • women-in-finance700

    Most in financial services professions against action to correct gender imbalance, CISI survey shows

    Jun 24, 2015

    Should the financial services sector do more to improve career opportunities for women? Not according to the majority of financial services professionals who took part in a CISI survey

    Read more
  • Frank-O'Riordan_700px

    Back story: Frank O’Riordan

    Jun 23, 2015
    Frank O’Riordan, the CISI’s new President in Ireland, talks about managing risk, creating pioneering investment products and his plans for helping members further their careers
    Read more
  • icas-1845_700x500px

    Under his own steam

    Jun 23, 2015
    Jim Pettigrew, President of ICAS – the oldest professional body for Chartered Accountants in the world – and Chairman of Clydesdale Bank, talks about handling these and his many other roles, how to build on the success of the City of London, and his penchant for a certain steamboat 
    Read more
  • CISIfund-selector-forum700

    Shedding light on fund selection

    Jun 19, 2015

    Think you can predict the future, think anybody else can?  Well, when it comes to fund selection, a CISI event will offer a fascinating insight into times ahead, writes Gregor Logan MCSI

    Read more
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