• lisa_700

    Seven points about Lifetime ISAs

    Jul 27, 2016
    Tax-free individual savings accounts (ISAs) are a popular means of investing cash and stocks, and there is a new, more flexible version on the way – the Lifetime ISA (LISA)
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  • Conference700

    Careers in Investment Management Insight Conference 2016

    Jul 26, 2016
    Students taking CISI qualifications from schools and colleges across Merseyside and Chester recently gathered in the iconic Port of Liverpool Building on the Liverpool waterfront to take part in this year’s Careers in Investment Management Insight Conference
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  • risk_700

    The risks ahead

    Jul 26, 2016
    The methods financial planners and wealth managers use to assess client attitudes to risk are under regulatory scrutiny. However, risk profiling has come a long way over the last decade
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  • esma-cisi700

    CISI publishes guidance booklet on ESMA report

    Jul 25, 2016

    The CISI’s new guidance booklet aims to assist firms in their efforts to meet the new European Securities and Markets Authority (ESMA) guidelines, effective January 2018

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  • bonds_700

    Ask the experts: Convertible bonds

    Jul 25, 2016
    Investors are increasingly looking at ways to get the most value out of bonds. Lee Manzi, Senior Fund Manager at Jupiter Asset Management, explains how convertible bonds work and what risks are involved
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  • india_700

    Indian summer

    Jul 25, 2016
    Despite a bleak overall global scenario, India’s economy is growing at an impressive pace of over 7%. Swati Prasad explains how the country is offering healthy returns and new investment opportunities to the global investor
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  • MAR repurposed700

    Ask the experts: What are the changes to Market Abuse Regulation?

    Jul 22, 2016
    Rebecca Deane, Senior Manager, Business Risk Services, Grant Thornton on the changes to Market Abuse Regulation
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  • sharegift_700

    A problem solved

    Jul 22, 2016
    ShareGift is a rare entity – a business solution with a charitable outcome. Viscountess Mackintosh, Founder and Executive Chairman, and Julian Roberts, CEO, explain how the organisation saves businesses money and shareholders a nuisance while contributing more than £23m to charity
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  • Challenger_700

    Challenger banks in numbers

    Jul 22, 2016
    From the flood of market entrants to the amount of money they’re lending, we look at the UK’s challenger banks and some of the key numbers behind their rise
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  • arm_700

    Word on the web: Chipping in

    Jul 22, 2016
    Leading UK chip designer ARM Holdings is set to be bought by Japanese tech group SoftBank for £24.3bn
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  • eastcheapsmall

    Letter from Eastcheap: July

    Jul 21, 2016
    Jacqueline Lockie CFP™ Chartered FCSI tells members about her busy start at the CISI
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  • internal-threats_700

    Threats from within

    Jul 21, 2016
    Already under threat from the outside, financial institutions increasingly have to deal with cyber attacks that stem from internal failures. How can firms protect themselves? 
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  • capital markets700

    Change: Hot regulatory topics in capital markets, July 2016

    Jul 20, 2016
    Ffion Thomas, Chartered MCSI, Head of Compliance and MLRO, Mitsubishi UFJ Trust International, on an exciting month
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  • regulation small

    Change July 2016: Top regulatory developments

    Jul 20, 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 July print edition of The Review
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  • anthony_hilton_700

    First person: All systems go

    Jul 20, 2016
    Many industries are now offered state subsidisation. Anthony Hilton asks if our current economic system is still capitalism
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  • imrsmall

    Read the July 2016 edition of the Investment Management Review

    Jul 20, 2016
    The July 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
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