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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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  • wine and dine700

    Grey matters ethical dilemma: Wine and dine – the verdict

    Jul 4, 2016
    CEO Harriet must decide what the correct protocol is when a supplier repeatedly tries to give a personal gift against company policy. Read the CISI's verdict
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  • Review intro700

    The Review: Insight and analysis for financial services professionals

    Jul 4, 2016
    CISI Chief Executive Simon Culhane, Chartered FCSI introduces your new rebranded membership magazine
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  • private-equity_700

    Word on the web: Private equity’s global surge

    Jul 1, 2016
    Opportunities open up for private equity in emerging markets
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  • gaming 700x385

    A gaming vision for enticing young to financial planning

    Jul 1, 2016
    Financial planning in a gaming format could attract the young to the profession by making processes more friendly and engaging, says Justin Urquhart Stewart ACSI
    Read more
  • july16_700

    Your July 2016 print edition is here

    Jul 1, 2016
    Discover how the new Lifetime ISA is threatening traditional pensions, learn about India’s resurgent economy, and read how new banks are challenging the established order, all in the latest edition of The Review
    Read more
  • sharegift_700

    The problem solvers: Don’t miss our profile on ShareGift

    Jul 1, 2016
    In the July print edition of The Review, we profile ShareGift Founder and Chairman Claire Mackintosh and CEO Julian Roberts
    Read more
  • PPconf 700x385

    CISI Paraplanner Conference 2016

    Jul 1, 2016
    Over 100 paraplanners and financial professionals headed to Warwick for the CISI Paraplanner Conference 2016 sponsored by IRESS 
    Read more
  • SIRG_small

    What is the impact of Brexit on UK regulation?

    Jun 30, 2016
    Compliance officers in the Securities Investment Research Group (SIRG) discuss the impact of Brexit on UK regulation
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  • brexit_small

    Change: Brexit – is the worst still to come?

    Jun 30, 2016
    The EU referendum vote on 23 June 2016 represented the biggest political decision British voters have made in their lifetime. The British public in turn delivered a result that can easily be classified as one of the biggest shocks to the political elite, to its European neighbours and to the global economy as a whole. Professor John Ryan, LSE Ideas, shares his thoughts
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  • cise_700

    Channelling investment

    Jun 29, 2016
    Listings on the Channel Islands Securities Exchange have risen this year, but this comes despite a traumatic period for offshore financial hubs
    Read more
  • wotw_energy_700

    Word on the web: Developing world takes lead in renewables investment

    Jun 24, 2016

    Despite low fossil fuel prices, developing nations are investing record amounts in renewable energy

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  • Jlockie 700x385

    Jacqueline Lockie CFP™ Chartered FCSI on her new role and the last edition of Financial Planning magazine

    Jun 24, 2016
    Jacqueline Lockie CFPTM Chartered FCSI, talks about her new role as the CISI's Deputy Head of Financial Planning and the last ever edition of the Financial Planner magazine
    Read more
  • DavidWalker700

    Sir David Walker talks about corporate governance

    Jun 23, 2016

    Alan Burr, Chartered FCSI and Chairman of the Risk Forum, outlines the highlights of Sir David Walker’s speech on corporate governance

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  • MouSriLanka700

    University of Sri Jayewardenepura joins the CISI’s worldwide network of partner universities

    Jun 23, 2016

    The University of Sri Jayewardenepura (USJP), one of Sri Lanka’s largest state-owned universities, has confirmed a partnership deal with the CISI to promote industry-recognised professional qualifications helping students distinguish themselves in the competitive graduate market

    Read more
  • AFPF 700x385

    Why firms should aim to be an Accredited Financial Planning Firm™

    Jun 20, 2016
    Marlene Outrim CFPTM Chartered MCSI explains why others should consider becoming an accredited firm
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  • AY700

    Up close with Sir Alan Yarrow

    Jun 20, 2016
    Michelle McGagh, a freelance financial journalist and former Editor of New Model Adviser, interviews Sir Alan Yarrow, Chartered FCSI(Hon), CISI Chairman. This article first appeared in Advice Matters – Zurich’s monthly adviser-facing magazine
    Read more
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