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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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  • rfm700

    Review of Financial Markets: September 2016

    Oct 7, 2016
    The September 2016 edition of RoFM focuses on three specific aspects of current thinking on infrastructure finance
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  • brazil_700

    Brazil: a long road to recovery

    Oct 7, 2016
    With the excitement of the Olympic and Paralympic Games now fading, Brazil must find its feet after a tumultuous year
    Read more
  • imrOct16700

    Read the October 2016 edition of the Investment Management Review

    Oct 7, 2016
    The October 2016 edition of the Investment Management Review is out now, providing comprehensive coverage and analysis of the latest key global developments across the asset management industry
    Read more
  • peertopeer_700

    Word on the web: FCA seeks help regulating P2P lending

    Oct 7, 2016
    The FCA has joined forces with the University of Cambridge to devise regulations for the fast growing peer-to-peer lending industry
    Read more
  • crunch-time_700

    Crunch time

    Oct 7, 2016
    There is a liquidity crunch in the property sector. Open-ended property funds are once again in a state of chaos following large outflows. What can this tell us about the state of the economy?
    by David Craik 
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  • change sml

    Change September 2016: Top regulatory developments

    Oct 4, 2016
    Christopher Bond, Chartered MCSI, Change Editor, outlines key regulatory changes in the finance industry in the last quarter. The regulatory updates outlined below were originally published in the September print edition of The Review
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  • assumptions700

    IFP Fellows' briefing paper: Assumptions

    Oct 3, 2016
    In 2015, Fellows from the Institute of Financial Planning (IFP) conducted research into assumptions made when financial planning for clients, with a view to helping planners identify variables and refine calculations. The full paper is published here, with thanks to Robert Lockie CFPTM Chartered FCSI for authoring the original and subsequently updating the figures
    Read more
  • chrisw700

    People: Everyday cliffhangers with coastguard rescue

    Oct 3, 2016
    Chris Welsford, Chartered MCSI, decided to conquer his fear of heights and rescue injured people at the same time – by joining a coastguard cliff rescue team
    Read more
  • wotw_shale_700

    Word on the web: UK faces energy investment uncertainty

    Sep 30, 2016
    The UK has taken its first shipment of US shale gas, igniting debate on energy investment
    Read more
  • sept16_preview_700

    Your September 2016 print edition is here

    Sep 29, 2016
    See how the industry is responding to Brexit, read about the impact the Big Bang had on financial markets 30 years ago, and learn about the evolution of class actions in the UK, all in the latest edition of The Review
    Read more
  • FCA-approved700

    FCA approves new CISI Financial Planning & Advice exam

    Sep 28, 2016
    The Institute can now offer candidates an FCA-approved, Retail Distribution Review compliant, direct study pathway to the global CERTIFIED FINANCIAL PLANNERTM designation
    Read more
  • active-listening_700

    The art of active listening

    Sep 28, 2016
    How to improve understanding and build trust within teams and with clients
    Read more
  • Frank700

    CISI Board member appointed 16th Master of the Worshipful Company of International Bankers

    Sep 28, 2016

    Frank Moxon CF, Chartered FCSI and CISI Board member has been elected as Master of the Worshipful Company of International Bankers

    Read more
  • grey matters- a clean break700

    Grey matters ethical dilemma: A clean break

    Sep 26, 2016
    Janet and Paul, one of Wiseacre Financial Planners' most valuable client couples, are divorcing. Is there an ethical way to retain both of them as clients?
    Read more
  • wotw_uk-tech_700

    Word on the web: Is Britain failing tech start-ups?

    Sep 23, 2016

    Does the UK need to do more to help start-ups reach their potential?

    Read more
  • Etheridge_700

    Previewing the September print edition profile: Paul Etheridge MBE

    Sep 22, 2016
    In the September print edition of The Review, we profile Paul Etheridge MBE CFP™ Chartered FCSI, Chairman of the Prestwood Group of Companies and founder member of the Institute of Financial Planning (IFP). In this preview, we highlight five things he has learned during an impressive career spanning six decades
    Read more
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