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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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  • case study700

    Case study: The calm after the storm

    Oct 3, 2017
    Sam Whybrow CFPTM Chartered MCSI helps his client navigate through divorce and job resignation and sets her on the path to a secure early retirement
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  • Magenta700

    Financial Planning Gala Awards 2017

    Sep 29, 2017

    The CISI’s Financial Planning Gala Awards were held on Tuesday 26 September 2017 as part of the Financial Planning Conference at the Celtic Manor Resort in Wales. Attendees donated £6,871.60 to the charity Breast Cancer Now. Congratulations to all the winners!

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  • wotw_consumer-debt_700

    Word on the web: Consumer debt quality causes concern

    Sep 29, 2017
    As the Bank of England raises a red flag over consumers’ ability to pay off credit, the Labour Party says credit cards are placing people in “persistent debt”
    by Eila Madden
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  • 2015-2017-700

    CISI Educational Trust sponsored project – Liverpool

    Sep 29, 2017
    September 2017 marks the start of the fifth academic year that the CISI Educational Trust has sponsored an educational programme in Liverpool, and the success of the programme goes from strength to strength
    by Anne Chisholm, CISI regional education development liaison executive
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  • rfm700

    Review of Financial Markets: Q3 2017

    Sep 27, 2017
    The Q3 2017 edition of the RoFM, edited by George Littlejohn MCSI, senior adviser to the CISI, features research and analysis related to wealth management, capital markets and banking
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  • mifid-research_700

    MiFID II and research: What are firms doing now?

    Sep 27, 2017
    Phil Thornton examines how UK wealth and fund managers are handling the new requirements under MiFID II surrounding the separation of commissions from research fees
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  • a-crutial-contribution_700

    A crucial contribution

    Sep 26, 2017
    Small stock exchanges are an integral part of the financial ecosystem, helping to raise growth capital for small to medium-sized enterprises and providing investors with an alternative to low-interest asset classes
    by Neil Jensen
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  • mifid2-Review700

    CISI announces MiFID II seminar partnership with Thomson Reuters

    Sep 25, 2017
    The CISI in partnership with Thomson Reuters will be hosting three nationwide seminars on MiFID II
    Read more
  • westCountryCover

    Music and magic at the CISI West Country branch annual dinner 2017

    Sep 25, 2017
    A string quartet and magician Dan Brazier kept an audience of over 60 entertained at the event, held on 14 September 2017 at The Devon Hotel, Exeter
    Read more
  • a-force-for-good_700

    A force for good

    Sep 25, 2017
    Corporate governance and stewardship have transformed the reputation of UK companies over the past three decades, thanks in large part to Guy Jubb, but, as the pioneer of good corporate citizenship, he says there is still much to do
    by Eila Madden
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  • cc1

    CISI Manchester and District branch annual dinner 2017

    Sep 22, 2017

    Guests at the event contributed over £1,200 excluding gift aid to the Social Mobility Foundation

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  • wotw_china_70

    Word on the web: Chinese reforms could see increased foreign presence

    Sep 22, 2017
    Potential reforms by the People’s Bank of China indicate an appetite for cross-border collaboration 
    by Jake Matthews
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  • cashflow-analysis_700

    Ask the experts: Cashflow analysis tools

    Sep 22, 2017
    Is cashflow modelling essential for financial planning? Read our experts' opinions on this
    Read more
  • small

    Financial Planning Conference 2017: Introducing Sophia Bera CFP

    Sep 20, 2017
    Sophia Bera CFP® will be speaking about next-generation financial planning at the CISI’s Financial Planning Conference
    by Jake Matthews
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  • grey matters700

    Grey matters ethical dilemma: Marginally evasive – the verdict

    Sep 18, 2017

    Read the CISI's verdict and readers' comments on the ethical dilemma in the Q2 2017 edition of The Review

    Read more
  • New-image_700

    Word on the web: UK leads the way for Islamic finance in the West

    Sep 15, 2017
    The UK is capitalising on the growth of Islamic finance, but industry body TheCityUK thinks the Government should be doing more
    by Jake Matthews
    Read more
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