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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
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  • 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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  • inthenews_700

    In the news: Santa is coming to town

    Dec 7, 2018
    The festive stock market phenomenon is here again
    by Bethan Rees
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  • reflecting and thinking positive700

    Making time for change

    Dec 5, 2018
    What are you going to commit to do in 2019? Now is a good time to look around and to the future, says Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning
    Read more
  • Grey matters700

    Grey matters ethical dilemma: Knowing your clients too well?

    Dec 5, 2018
    A lack of IT experience among staff at Financial Planning XYZ has led to a new app unexpectedly collecting customer data from their devices. Does this constitute a data breach, and what should Danni, the CEO, do next?
    Read more
  • grey matters700

    Grey matters ethical dilemma: World tour – the verdict

    Dec 5, 2018
    Read the CISI's verdict and readers' comments on the ethical dilemma that appears in the Q3 2018 print edition of The Review
    Read more
  • career-dev_700b

    How to survive the festive party season

    Nov 30, 2018
    It’s the time of year when your calendar is brimming with festive invitations. How will you escape with your health and reputation intact?
    by Bethan Rees
    Read more
  • manchester

    CISI Manchester & District annual dinner and awards night 2018

    Nov 30, 2018
    CISI Manchester & District branch president, David Gorman, Chartered MCSI, shares his experience of the event, held on 25 October at The Lowry Hotel, Salford
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  • cashisking_700

    Is cash still king?

    Nov 29, 2018
    With the proliferation of cashless payments around the world, some economies are still favouring cash over other payment methods
    by Jill Insley and Bethan Rees
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  • westCountry

    Laughs for a worthy cause at the CISI West Country branch annual dinner 2018

    Nov 26, 2018

    Comedian Lucy Porter entertained guests at the event, held on 27 September 2018 at Mercure Exeter Rougemont Hotel, Exeter

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  • In-the-news_2_700

    In the news: Festive charge

    Nov 23, 2018
    Amid the festive spending chaos of Black Friday and Cyber Monday, the FCA steps in with protection for vulnerable consumers
    by Bethan Rees
    Read more
  • csdr_700

    Ask the experts: Central Securities Depository Regulation

    Nov 22, 2018
    Article 38(5) of the Central Securities Depositories Regulation (CSDR) requires firms to offer clients a choice of how their securities are held. Michelle McNamara and Jon Butcher, of Pershing EMEA’s CSDR programme, explain what firms need to do to prepare
    Read more
  • scotland

    A winning evening at the CISI Scotland branch annual dinner and awards night 2018

    Nov 20, 2018

    Top performing exam achievers were recognised at the event, held on 13 September 2018 at The Principal Edinburgh

    Read more
  • mainOct18-700

    Insights Review by ICG: October 2018

    Nov 16, 2018
    The October 2018 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
    Read more
  • corp-gov_700

    First person: Company culture at the heart of the code changes

    Nov 16, 2018
    Tracy Gordon, director in Deloitte’s UK Centre for Corporate Governance and Board Advisory Practice, sets out the corporate governance climate today, the board’s monitoring and assessment of corporate culture, and what more firms can do to adhere to the code
    Read more
  • career-dev_700

    How to ask for a pay rise

    Nov 16, 2018
    It’s an encounter you may want to avoid, but sometimes a pay rise is very much deserved. Here’s how to approach that difficult conversation
    by Bethan Rees
    Read more
  • southEast

    Cue Dennis Taylor at the CISI South East branch annual dinner 2018

    Nov 9, 2018

    Retired professional snooker player and current BBC snooker commentator Dennis Taylor shared a few interesting stories from his snooker days at the event, held on 11 October 2018 at The Spa Hotel, Tunbridge Wells

    Read more
  • in-the-news_700

    In the news: Mental health in the workplace

    Nov 9, 2018
    What more can employers and managers do to help tackle the issue of mental health in the workplace? 
    by Bethan Rees
    Read more
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