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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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  • Steve and Jackie700

    Sir Steve Webb answers your pension questions

    Jun 20, 2017

    Sir Steve Webb, former pensions minister and currently director of policy at Royal London, visited the CISI offices to participate in a special live webcast where he answered members’ pension questions
    by Jane Playdon

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  • wotw_euro-clearing_700

    Word on the Web: Brussels and the City in euro-clearing battle

    Jun 16, 2017
    The European Commission has published draft laws to bring systemically important euro-clearing inside the eurozone. The City isn’t happy
    by Eila Madden
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  • global-audit_700

    Global audit governance: how reliable are published accounts?

    Jun 15, 2017
    Phil Thornton explains how integrated reporting can help investors to hold companies to account
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  • IM700

    50,000 take CISI IntegrityMatters test

    Jun 14, 2017
    The CISI's IntegrityMatters test, introduced in September 2008, has now been sat 50,000 times by candidates from the largest to the smallest UK and global financial services firms
    Read more
  • wow700

    Word on the web: Lukewarm welcome for first cash LISA

    Jun 9, 2017
    Skipton Building Society has recently become the first provider to offer savers a cash LISA but commentators have raised concerns about the merits of the product in general
    by Eila Madden 
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  • training700

    How to build a training plan for advisers

    Jun 7, 2017

    Jacqueline Lockie CFPTM Chartered FCSI, CISI deputy head of financial planning, outlines some considerations when developing staff training plans

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  • Paul-Schott-Stevens_700

    Profile: Keeping the peace

    Jun 7, 2017
    Paul Schott Stevens, president and CEO of the Investment Company Institute, reflects on the many crises faced during his time working in the US financial services industry, and explains why an appropriate framework of regulation will be so important moving forward
    by Rosalie Starling
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  • cpd700

    CPD: Russian financial markets – a post-trade success story

    Jun 5, 2017
    Behind the headlines about Russia – sabre-rattling, expansionism, flawed economy, oligarchs and money laundering – lies an unsung professional community in the securities and investment industry, whose achievements other markets would do well to emulate
    Read more
  • collage700

    The CISI Financial Planning Gala Awards 2017 is open for entries

    Jun 2, 2017

    The CISI’s Financial Planning Gala Awards will be held this year at the CISI Financial Planning Conference 2017 at Celtic Manor Resort, which runs 25–27 September

    Read more
  • wotw_machine_700

    Word on the web: Financial services sector slow to embrace AI

    Jun 2, 2017
    The rapid growth of artificial intelligence represents a key opportunity for the financial services sector, but brings with it a host of challenges
    by Rosalie Starling
    Read more
  • liz field700

    WMA members vote for merger with APFA

    Jun 1, 2017

    The CISI's closest trade association, the Wealth Management Association (WMA), together with the Association of Professional Financial Advisers (APFA) became the Personal Investment Management & Financial Advice Association (PIMFA) on 1 June 2017

    Read more
  • Q2Topregulatorydevelopments

    Change Q2 2017: Top regulatory developments

    May 31, 2017
    Christopher Bond, Chartered MCSI, Change editor, outlines key regulatory changes in the finance industry in the past quarter. The regulatory updates outlined below were originally published in the Q2 print edition of The Review
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  • ATE-sanctions_700

    Ask the experts: Financial sanctions

    May 31, 2017
    Financial institutions have been forced in recent years to ‘de-risk’ when it comes to countries which are sanctioned or high-risk in other ways. Even if sanctions have been removed or restricted – as in the case of Iran – many are still unwilling to test the law. Senior adviser to the CISI, George Littlejohn MCSI, talks through the chief issues
    Read more
  • gim-logo-colour700

    Guild seeking support for grant of livery

    May 30, 2017
    A group of investment managers is hoping to gain sufficient support to be admitted as a livery company
    Read more
  • banks700

    Change: Banks – regulatory developments June 2017

    May 26, 2017

    Nick Andrews, executive chairman and founder of corporate compliance and regulatory advisory firm MPAC, outlines key regulatory changes in the banking sector

    Read more
  • imr700

    Investment Management Review May 2017 – final stand-alone issue

    May 26, 2017
    The May 2017 edition of the Investment Management Review (IMR) is out now, and is the final edition to be issued as a stand-alone publication. From October onwards, we are changing the way we bring it to you by incorporating this cutting-edge content into The Review
    Read more
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