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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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  • Martin700

    Martin Ruskin appointed chairman of CISI IFP Forum

    Jan 15, 2018
    We are delighted to announce the appointment of Martin Ruskin CFPTM Chartered MCSI as chairman of the CISI IFP Forum
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  • membership privileges_jan18700

    CISI Membership Privileges: Spend smartly in 2018

    Jan 12, 2018
    Plan your essential travel and expenditure through the CISI Membership Privileges website
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  • angela-knight_700

    Profile: Banking on the brink

    Jan 12, 2018
    From John Major’s Government to the heart of the financial crisis, Angela Knight CBE FCSI(Hon) has been at the frontline of change for more than two decades
    by Jake Matthews
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  • tortoise-hare700

    City view: Maslovian hierarchy of saving

    Jan 12, 2018

    CISI CEO Simon Culhane, Chartered FCSI, explains why paying a flat percentage into a pension fund isn’t necessarily the best option. Sometimes hares do win over tortoises

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  • wotw_bitcoin_700

    Word on the web: All aboard the cryptocurrency bandwagon

    Jan 12, 2018
    Regrets, illegality and surprising new market entrants abound
    by Jake Matthews
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  • hilton_700

    First person: Shares for the long term

    Jan 10, 2018
    Conventional investment wisdom dictates that you should ‘grin and bear’ short-term share price pain for long-term gain. But is this actually the case?
    by Anthony Hilton FCSI(Hon)
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  • career_700

    Word on the web: MiFID II era dawns

    Jan 5, 2018
    MiFID II rolls out while European regulators hand out last-minute reprieves
    by Jake Matthews
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  • ai_700

    How asset managers, hedge funds and financial advisers are using AI investing

    Jan 4, 2018
    Using artificial intelligence (AI) for investment decisions is no longer the exclusive domain of ‘quant’ funds. Here's how asset managers, financial advisers and hedge funds are adopting the technology
    by Paul Bryant
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  • fintech-uae_1920

    Everything you need to know about Abu Dhabi’s RegLab

    Jan 3, 2018
    A second batch of fintech companies is preparing to enter Abu Dhabi’s RegLab. How do such regulatory sandboxes help to foster innovation?
    by Dominic Dudley
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  • xxxx_700

    Ask the experts: Demystifying the ‘shoring’ process

    Jan 2, 2018
    In an increasingly globalised world, the operations of financial services firms is no longer confined to one nation. Companies need to expand, near and far. Karena Vaughan, founder and managing director of Catalina Consulting, explains this process
    by Jake Matthews
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  • personal-data_700

    Your health is your wealth

    Dec 29, 2017
    Some financial planning firms are using fitness data to complement their client service, but it is yet to be fully harnessed by the sector
    by Jake Matthews
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  • 2018_700

    The year ahead: seven things to watch out for

    Dec 28, 2017
    From MiFID II to midterms, here’s what to keep an eye on in 2018
    by Jake Matthews
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  • rfm700

    Review of Financial Markets: Q4 2017

    Dec 22, 2017
    The Q4 2017 edition of RoFM, edited by George Littlejohn MCSI, senior adviser to the CISI, features research and analysis related to wealth management, capital markets and banking
    Read more
  • anxiety700

    How to work a room

    Dec 22, 2017
    Networking can be a stressful experience, so here are four steps that will help ease the experience for you
    by Jake Matthews
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  • hilton_2_700

    First person: The revolution is coming

    Dec 21, 2017
    The financial sector has experienced technology-driven change before but fintech is something different; it has the potential to disrupt the entire competitive landscape overnight
    by Anthony Hilton FCSI(Hon)
    Read more
  • bb

    Inaugural CISI Southern branch annual dinner kicks off with a key message

    Dec 21, 2017
    Kate Lester, a local entrepreneur, provided the audience with insights into the importance of ethics, values and integrity in the financial services sector at the event, held on 30 November 2017 at Harbour Hotel, Surrey
    Read more
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