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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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  • my-business-q2_700

    My business: Looking after a small number of clients well

    Aug 2, 2018
    David Gibson CFPTM Chartered MCSI, director at Gibson Financial Planning in Northern Ireland, has achieved a good work-life balance that benefits both himself and his clients, who are at or near retirement
    by Jane Playdon
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  • beaufort_700

    The aftermath of Beaufort Securities

    Aug 2, 2018
    When discretionary fund manager Beaufort Securities went bust in March, investors assumed their money was safe and would be returned. This isn’t necessarily the case. How was this allowed to happen?
    by Victor Smart
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  • uk-asset-man-700

    Investing in the future of UK asset management

    Jul 30, 2018
    The UK government says that it is committed to supporting the development of a “talent pipeline” for the UK asset management sector. What is it offering, and why?
    by Richard Willsher
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  • Anthony-700_NEW

    First person: The problem with pensions

    Jul 30, 2018
    Do we need a different pension system? asks Anthony Hilton FCSI(Hon)
    Read more
  • mainJuly18-700

    Insights Review by ICG: July 2018

    Jul 30, 2018
    The July edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
    Read more
  • liverpool18-700

    CISI Liverpool Work Experience week and Careers in Investment Management Conference 2018

    Jul 27, 2018
    A Level students taking CISI qualifications from schools and colleges across Merseyside recently took part in the CISI’s Work Experience Week 2018, culminating in a conference at the Liverpool waterfront
    Read more
  • PublicSpeaking_700x385

    How to nail public speaking

    Jul 27, 2018
    Whether it’s a small presentation or a keynote speech in front of thousands of people, public speaking can be a challenge. Here’s how to face it head-on
    by Bethan Rees
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  • William Vaughan700

    Back story: William Vaughan

    Jul 27, 2018
    William Vaughan, Chartered MCSI, client associate, Brown Shipley, received the overall award for the Chartered Wealth Manager qualification (level 7), at the CISI Annual Awards Ceremony 2018
    by Jane Playdon
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  • digital-india_700

    In the news: India’s digital drive

    Jul 20, 2018
    India’s government is actively trying to push the country towards becoming more digital
    by Bethan Rees
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  • new-research_700

    The new research regime

    Jul 18, 2018
    MiFID II has brought in sweeping changes to rules relating to investment research charges, and it’s becoming apparent that more clarity is needed
    by Phil Thornton
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  • mainJune18700

    Insights Review by ICG: June 2018

    Jul 18, 2018

    The June 2018 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now

    Read more
  • Side-Hustle_700

    Successful side hustling

    Jul 13, 2018
    For many people, having a single nine-to-five job is something of the past. The ‘side hustle’ – a secondary business or job – is on the rise
    text by Bethan Rees, illustration by Andrew Rae
    Read more
  • MoU700

    Ugandan CMA signs MoU with CISI

    Jul 12, 2018
    The Ugandan Capital Markets Authority (CMA) has announced the CISI as one of its key partners in ensuring its practitioners are qualified to global best practice standards
    Read more
  • John-Plender_700

    First person: A changing investment climate

    Jul 12, 2018
    ESG performance is climbing up the investor agenda as more shareholders take action on climate change and the transition to a low-carbon economy starts to look less risky
    by John Plender, photography by Financial Times
    Read more
  • brexit clock700

    Regulatory update: Buy-side asset managers

    Jul 12, 2018
    Gerard Dique MCSI, Senior Compliance Officer at AXA Investment Managers Real Assets (UK Compliance), outlines some key regulatory issues affecting buy-side asset managers
    Read more
  • kids-and-priips_700

    Ask the experts: KIDs and PRIIPs

    Jul 11, 2018
    Christopher Good, partner at City law firm Macfarlanes, talks through KIDs and PRIIPs and what this means for retail investors
    by Bethan Rees
    Read more
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