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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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  • cv700

    How to improve your CV

    May 4, 2018
    Getting a CV right is an essential part of securing the job you want, but there are many mistakes people often make
    by Tom Hagues
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  • AIB700

    Executing an IPO – a shareholder perspective

    May 4, 2018
    Des Carville, head of the shareholding & financial advisory division at the Irish Department of Finance, delivered a presentation on how he saw through the largest European IPO of 2017 – Allied Irish Banks
    by Eugene Kiernan, Chartered MCSI, CISI Ireland National Advisory Council member
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  • insight conf700

    Manchester Careers in Investment Management Insight Conference 2018

    May 2, 2018

    Sixth form students from schools across Manchester and Stoke recently took part in an Insight day, hosted at AJ Bell’s offices at Exchange Quays in Salford, aimed at raising awareness and interest in the financial services sector
    by Anne Chisholm, CISI schools liaison executive

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  • aj_700

    Profile: Ethical AI – the future of banking?

    May 2, 2018

    Antony Jenkins, former CEO of Barclays, thinks artificial intelligence will have a transformative effect on the financial services sector and many aspects of our future lives
    by Jess Unwin 

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  • ed trust700

    CISI Educational Trust awards totalling £23,000 announced

    May 1, 2018

    We're delighted to announce the 18 student winners of our 2018 Educational Trust Awards

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  • new-manager-tips_700

    Five top tips for first-time managers

    Apr 27, 2018
    Managing a team for the first time can be a daunting task, but it is also an important part of progressing through your career and developing professionally 
    by Tom Hagues
    Read more
  • whistleblow700

    CISI responds to fining of Barclays CEO

    Apr 24, 2018
    Rebecca Aston, CISI head of professional standards, outlines some lessons to be learnt following the FCA's fining of Barclays CEO Jes Staley for attempting to unmask a whistleblower
    Read more
  • martin70009615e2d13b668408d49ff0000211f6f

    Profile: Bringing dreams to life with financial planning

    Apr 23, 2018
    Martin Ruskin CFPTM Chartered MCSI, head of business development at Paradigm Norton Financial Planning and chair of the CISI’s Financial Planning Forum Committee, talks us through his career and the challenges the financial planning sector is facing
    by Bethan Rees 
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  • awards700

    CISI Awards Ceremony 2018: Recognising excellence

    Apr 23, 2018
    Our annual awards ceremony and drinks reception, held at Mansion House, London on 9 April 2018, celebrated exceptional achievement amongst CISI students worldwide
    Read more
  • wotw_banks-and-AI_700

    Word on the web: Using AI intelligently

    Apr 20, 2018
    Banks and financial institutions could be helped greatly by AI, but some are struggling to understand it
    by Bethan Rees
    Read more
  • wrong-right700

    Numbers and ethics

    Apr 17, 2018
    Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning, analyses some interesting points from our recent pensions survey
    Read more
  • Untitled-2

    Keegan kicks off at the CISI Jersey branch annual dinner 2018

    Apr 16, 2018

    Kevin Keegan OBE, former England football captain and manager, shared some memorable anecdotes with the crowd at the event, held on 9 March 2018 at The Royal Yacht Hotel

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  • rofm700

    Review of Financial Markets: Q1 2018

    Apr 13, 2018
    The Q1 2018 edition of RoFM, edited by George Littlejohn MCSI, senior adviser to the CISI, features research and analysis on sustainable investment, market crises and quantitative ethnography
    Read more
  • whistleblower700

    Does whistleblowing have to end badly?

    Apr 13, 2018
    Despite international regulators’ best efforts to encourage whistleblowing, there seems a sad inevitability about the outcome for company and employee. Rebecca Aston, CISI head of professional standards, asks whether speaking up will always end badly for the whistleblower
    Read more
  • emotional-intel_700

    Improve your emotional intelligence

    Apr 13, 2018
    A high emotional IQ can enhance all aspects of your life 
    by Bethan Rees
    Read more
  • open-banking_700

    The rise of open banking

    Apr 12, 2018
    Open banking presents new opportunities for the UK financial services sector beyond retail banking
    by Paul Bryant
    Read more
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