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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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  • deglobalisation700

    IMR Autumn 2017: Deglobalisation dangers for asset managers

    Dec 20, 2017
    We are now featuring extracts from the Investment Management Review (IMR) as an eight-page supplement within The Review print edition. The first extract is reproduced here, with links to the entire IMR magazine online
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  • bb

    CISI Cotswolds branch inaugural annual dinner 2017

    Dec 20, 2017

    The first annual dinner for the new CISI Cotswolds branch was held at the Greenway Hotel, Cheltenham on 30 November 2017

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  • case study700

    Case study: Managing family conflict arising from a windfall

    Dec 19, 2017
    Kevin Garfagnini CFPTM Chartered MCSI helps his clients ensure that their unexpected financial windfall can be shared as they want around the family, avoiding unnecessary inheritance tax through the use of trusts and tax efficient investing
    Read more
  • bb

    CISI East Anglia annual dinner 2017 keeps guests guessing

    Dec 19, 2017

    Magician Chris North kept an audience of over 45 on their toes with his tricks at the event, held on 9 November 2017 at Corpus Christi College, Cambridge

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  • end-of-year_700

    End-of-year tax planning: a checklist

    Dec 15, 2017
    Eight things to check before the end of the financial year
    by Heather Connon
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  • wotw_diversity_700

    Word on the web: Diverse challenges

    Dec 15, 2017
    In the UK and US, reports damn the financial services sector’s diversity statistics
    by Jake Matthews
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  • people700

    People: Turn right in 267 miles

    Dec 14, 2017
    Life’s a ride for motorcyclist Colin Chalkly-Maber, Chartered MCSI, who has ridden vast distances from Russia to Route 66
    by Jane Playdon
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  • CISI-christmas-xexec700

    CISI Membership Privileges: Discounted gifts

    Dec 13, 2017
    With Christmas just around the corner, take advantage of discounts on hundreds of gift-worthy items on the CISI Membership Privileges website
    Read more
  • fine-money_700

    Finding the fine money

    Dec 11, 2017
    Billions of pounds in fines have been imposed on banks for financial misconduct in the UK, but has that money gone back into people’s pockets? 
    by Phil Thornton
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  • main700

    Insights Review by ICG: November 2017

    Dec 11, 2017
    The November 2017 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
    Read more
  • cisi-budget_700

    Breaking down the Budget

    Dec 8, 2017
    Seven announcements from the Budget that will affect financial planners
    by Tony Wickenden, joint managing director, Technical Connection
    Read more
  • wotw_bitcoin_700

    Word on the web: Taxing bitcoin

    Dec 8, 2017
    The soaring value of bitcoin has left legislators grappling with the question of how to tax cryptocurrencies 
    by Jake Matthews
    Read more
  • suitability700

    Change: Suitability, shared clients and responsibility

    Dec 5, 2017
    Mark De Ste Croix MCSI, head of compliance & legal at Raymond James Investment Services, stresses the importance of good communication, between DFMs, advisers and clients
    Read more
  • stella_700

    Leading the charge

    Dec 5, 2017
    Stella Cox CBE has dedicated herself to the development of Islamic finance for more than three decades. Her contribution has earned her many accolades, but her entry into the sector wasn’t easy. This is a shortened version of our interview with Stella in the Q4 2017 edition of The Review
    by Eila Madden
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  • wotw_regulation_700

    Word on the web: Global governance gut and glut

    Dec 1, 2017
    From the US to South Africa to the UK, the global regulatory pendulum is swinging at different speeds
    by Jake Matthews
    Read more
  • Grey matters700

    Grey matters ethical dilemma: Warn or weed out? The verdict

    Nov 29, 2017

    Read the CISI's verdict and readers' comments on the ethical dilemma that appears in the Q3 2017 edition of The Review

    Read more
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