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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
    Read more
  • 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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  • scotland-cover

    Diplomacy at dinner for CISI Scotland

    Sep 14, 2017

    Former British ambassador to the United States Sir Christopher Meyer was guest speaker at the CISI Scotland annual dinner, held on 7 September 2017 at the Principal Edinburgh Hotel, Edinburgh

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  • gsmall

    Financial Planning Conference 2017: Introducing Gerald Mwandiambira CFP

    Sep 14, 2017

    Gerald Mwandiambira CFP® will be speaking about financial planning in Africa at the CISI’s Financial Planning Conference
    by Jake Matthews

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  • alt-assets_700

    Adding alternative assets to client portfolios

    Sep 12, 2017
    Investing in alternatives has long been seen as a privileged enclave for elite investors. Barriers to entry were formidable unless you had large amounts to invest or were part of an institution, such as an asset manager or pension fund. But now, more and more can join the club – and take advantage of the investment opportunities
    by Trevor Campbell
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  • insomnia700

    Change: Financial planning – regulatory developments September 2017

    Sep 11, 2017

    Paul Grainger CFPTM Chartered FCSI, CEO of Complyport, outlines some regulatory and compliance issues that could or should be keeping you awake at night

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  • xxxx_700

    Ask the experts: Key tasks for the countdown to MiFID II

    Sep 11, 2017
    Ian Cornwall, director of regulation at the Wealth Management Association, discusses MiFID II, the introduction of legal entity identifiers (LEIs) and how transaction reporting requirements will change
    by Rosalie Starling
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  • wotw_israel_700

    Word on the web: Israel laying foundations for financial services’ success

    Sep 8, 2017
    Israel’s finance ministry strengthens its ties with Switzerland’s financial services sector, but the lure of London is still proving strong for some firms
    by Jake Matthews
    Read more
  • emir_700

    How EMIR will impact currency hedging

    Sep 6, 2017
    New regulation has begun to tighten the rules for hedging currency risk in investment portfolios, making life more complicated for fund managers and highlighting the importance of investors asking the right questions
    by Richard Willsher
    Read more
  • hilton_700

    What is a reputation for?

    Sep 5, 2017
    Reputation is a mark of quality in all aspects of business, and it should set off alarm bells when it slips
    by Anthony Hilton FCSI(Hon) 
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  • mind-the-gap_700

    Mind the gap

    Sep 4, 2017
    Funds held by online investment platforms grew more than fivefold between 2008 and 2016. What are the options this market offers to investors and how can advisers get the best out of it for their clients?
    by Jess Unwin
    Read more
  • last-word_700

    Educating pension holders

    Sep 4, 2017
    In the wake of auto-enrolment, employers could be best placed to teach a new generation about the importance of saving for their future
    by Andrew Davis
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  • San Francisco Maru_700

    People: Diving into the unknown

    Sep 1, 2017
    Roger Edmunds, Chartered MCSI, loves getting into deep water
    text by Lora Benson; photo by Roger Edmunds ClipPixel Photos
    Read more
  • wotw_xxxx_700

    Word on the web: Fostering fintech in the UAE and Switzerland

    Sep 1, 2017
    An agreement between regulators in Dubai and Hong Kong aims to encourage a flourishing fintech sector, and a Swiss councillor is sent on a fintech fact-finding mission 
    by Jake Matthews
    Read more
  • wardrobing700

    What makes good people do bad things?

    Aug 31, 2017

    Research by the CISI reveals that individuals believe some misdemeanours are more acceptable than others. What drives our behaviour, and is there anything we can do to avoid falling into behavioural potholes?
    by Rebecca Aston

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  • fellows paper700

    IFP Fellows' briefing paper: Behavioural finance

    Aug 30, 2017
    In the second of a series of peer-reviewed papers written by former IFP Fellows to be published by The Review, Nick Edwards CFPTM Chartered FCSI outlines general principles underlying behavioural finance
    Read more
  • 68772953_700x385

    Word on the web: Tech giants could be next big competitors to banks

    Aug 25, 2017
    Fintech start-ups are not as disruptive to the financial services sector as expected
    by Jake Matthews
    Read more
  • 11800399_700x385

    Pensions swap shop

    Aug 24, 2017
    Holding onto a defined benefit pension plan at all costs has long been accepted thinking, but pension freedoms have made defined contribution schemes increasingly attractive. When and why should holders of defined benefit plans make the swap?
    by Gill Wadsworth
    Read more
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