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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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  • empty nest700

    'Empty nester' age concern

    Jul 10, 2018
    Children returning to the parental home to live is a serious concern and causing new scenarios that need to be addressed in financial planning, including cashflow assumptions, says Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning
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  • SamHurst700

    Student reveals how networking has boosted his career

    Jul 10, 2018
    Sam Hurst, 19-year-old Swansea University student, overcame his fear of networking and is now on track to a career in financial services
    by Lora Benson, CISI head of media 
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  • saudi_700

    In the news: Saudi Arabia’s upgrade

    Jul 5, 2018
    With strong first quarter results and the Crown Prince’s 2030 Vision in place, Saudi Arabia’s economy is on course to rise
    by Bethan Rees
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  • jobs-on-the-move_700

    Where are financial services jobs moving to?

    Jul 2, 2018
    The financial services sector is evolving to meet new challenges around the world and the changes are having a big impact on the roles available
    by Andrew Strange
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  • liverpool700

    CISI Liverpool, Chester and North Wales branch raises over £8,580 for local charity

    Jul 2, 2018
    The Community Foundation for Merseyside received the massive sum, which was raised at the branch’s annual dinner
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  • vulnerable700

    How do you define a vulnerable client?

    Jun 29, 2018
    Jacqueline Lockie CFPTM Chartered FCSI, CISI deputy head of financial planning, discusses the ethics around identifying and best serving vulnerable clients
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  • Q218-700

    Regulatory update: Q2 2018

    Jun 29, 2018
    Christopher Bond, Chartered MCSI, outlines key regulatory changes in the finance sector in the past quarter. The regulatory updates outlined below were originally published in the Q2 2018 print edition of The Review
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  • interview_700

    How to ace your job interview

    Jun 29, 2018
    Even the most experienced of people can crumble under the intense pressures of a job interview. Here are some takeaway tips to impress your potential future employer
    by Bethan Rees
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  • agm-crest700

    CISI AGM 2018

    Jun 27, 2018
    This year’s Annual General Meeting will be held on Wednesday 10 October at the CISI head office, 3rd Floor, 20 Fenchurch Street, London EC3M 3BY from 10.30 to 11am
    Read more
  • p2p_700

    Are P2P loans a good investment for ISA holders?

    Jun 26, 2018
    Growth in P2P lending shows no sign of slowing. The innovative finance ISA might provide a further boost. What are the pros and cons for an investment portfolio? 
    by Paul Bryant
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  • grey-matters_700

    Grey matters ethical dilemma: Gold digger – the verdict

    Jun 26, 2018
    Read the CISI's verdict and readers' comments on the ethical dilemma that appears in the Q1 2018 print edition of The Review
    Read more
  • joel-carter_700

    Back story: Joel Carter ACSI

    Jun 25, 2018
    Joel Carter ACSI, client service executive, Rathbone Investment Management, is a keen advocate and example of the value of apprenticeships 
    by Bethan Rees
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  • buyback_700

    Ask the experts: Why are share buybacks under the spotlight?

    Jun 25, 2018
    Jonathan Beastall, a senior adviser to Pinsent Masons corporate practice, explains why a company might buy back its shares, and the issues raised by this 
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  • rofm700

    Review of Financial Markets: Q2 2018

    Jun 22, 2018
    Opportunity, and its travelling companion uncertainty, abound in the Q2 2018 edition of RoFM, edited by George Littlejohn MCSI, senior adviser to the CISI
    Read more
  • world-cup_700

    In the news: World Cup goals

    Jun 22, 2018

    As the global football competition continues, which nations have the advantage economically?
    by Bethan Rees

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  • birmingham

    CISI Birmingham & West Midlands branch annual dinner 2018

    Jun 21, 2018

    Magician Zamaan Ismail was back with his tricks for the second year running at the event, held on 17 May 2018 at Malmaison Hotel, Birmingham

    Read more
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