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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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  • nibm700

    CISI signs MoU with NIBM Colombo to enhance students' career prospects

    Nov 29, 2017

    The National Institute of Business Management (NIBM) in Colombo and the CISI have signed a memorandum of understanding (MoU) to offer professional financial services qualifications to local students to complement their academic studies at the campus

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  • Image-23-01-2017-at-18.27_700x385

    Back Story: Zoë Cousens

    Nov 29, 2017
    Zoë Cousens MCSI, owner of Castellet Consulting, a member of the CISI’s UAE National Advisory Board and Guernsey Finance’s Middle East representative, discusses raising awareness of gender-related issues, the value of her CISI membership and her love of working in the UAE
    by Jake Matthews
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  • my-business_q4-2017_700

    My business: Leave the other stuff to us

    Nov 27, 2017
    Robert Lockie CFPTM Chartered FCSI, investment manager and branch principal at Bloomsbury Wealth, explains how the firm's comprehensive wealth management service allows for a disciplined rebalancing strategy
    by Jane Playdon
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  • PSD2700

    Change: Glimpse of wealth management future from banks?

    Nov 27, 2017
    Mark De Ste Croix MCSI, head of compliance & legal at Raymond James Investment Services, highlights some key points about the upcoming changes in the second Payment Services Directive (PSD2)
    Read more
  • wotw_zimbabwe_700

    Word on the web: What next for Zimbabwe’s economy post-Mugabe?

    Nov 24, 2017
    The Zimbabwe Stock Exchange has improved since the takeover, while long-term Chinese investment looks unaffected 
    by Jake Matthews
    Read more
  • Untitled-3

    Selfies with a cricket legend at CISI South Coast branch annual dinner 2017

    Nov 23, 2017

    Cricket commentary box legend Henry Blofeld OBE shared stories from his 47 years as a test match special commentator at the event, held on 16 November 2017 at Hilton Bournemouth Hotel

    Read more
  • disruptors_700

    Previewing the Q4 print edition: The disruptors

    Nov 17, 2017
    From transferring money to raising capital, fintech is changing the way products and services are delivered across the finance sector. In this preview of the Q4 2017 edition of The Review, some of the fintech entrepreneurs who are shaking things up explain what fintech means to them
    by Dan Matthews
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  • wotw_china_700

    Word on the web: China’s finance sector opens to foreign firms

    Nov 17, 2017
    China’s announcement will shape strategy from Wall Street to Europe
    by Jake Matthews
    Read more
  • indexation_700

    Planets and rising stars: change in the indexation universe

    Nov 16, 2017
    The financial market index is diversifying – could it go the way of the music industry? 
    by Richard Willsher
    Read more
  • Jersey Insight700

    Engaging with the future stars of the financial services sector in Jersey

    Nov 16, 2017
    The inaugural CISI Jersey Insight event, backed by the local CISI branch and the States of Jersey Education Department, was held on Wednesday 4 October 2017 at Standard Bank in St Helier
    by Matthew Bolton, CISI teaching & learning specialist
    Read more
  • Untitled-4

    Tales of touchdowns and transitions at CISI Wales branch annual dinner 2017

    Nov 13, 2017

    Former Wales international rugby player Richard Parks was guest speaker at the event, held on 2 November 2017 at Cardiff Castle

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  • wotw_green_700

    Word on the web: Green finance investment boost

    Nov 10, 2017
    The ‘green’ finance sector has received a major boost after two of the biggest names in UK banking announced major initiatives in the area
    by Eila Madden
    Read more
  • mifid700

    Change November 2017: FCA, MiFID II expectations and key components

    Nov 9, 2017

    Mark De Ste Croix MCSI, head of compliance & legal at Raymond James Investment Services, on preparing for the Markets in Financial Instruments Directive

    Read more
  • Untitled-2

    Cultural magic at the CISI Bristol & Bath branch annual dinner 2017

    Nov 8, 2017

    String quartet Arcosanti Music, and a close-up magician kept an audience of 80 entertained at the event, held on 19 October 2017 at Bristol Museum & Art Gallery

    Read more
  • Untitled-4

    Bowled over at the inaugural CISI Essex branch annual dinner 2017

    Nov 8, 2017

    Graham Gooch OBE DL, former English cricket captain, kept an audience of 85 entertained at the event, held on 19 October 2017 at the County Hotel, Chelmsford

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  • crypto_700

    Ask the experts: Governance of cryptocurrencies

    Nov 7, 2017
    Professor Michael Mainelli, chairman of Z/Yen Group, outlines the current state and future challenges of cryptocurrency governance
    by Jake Matthews
    Read more
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