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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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  • ym 700x385

    Financial planners assemble for industry discussion about the young and money

    Jun 17, 2016
    A capacity audience gathered in London at the CISI sponsored Young Money panel debate on 6 April
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  • german-bonds_700

    Word on the web: German bunds reach sub-zero milestone

    Jun 17, 2016
    A German government bund has reached an all time low, stoking fears of slow economic growth and a potential bond bubble burst
    Read more
  • smcr700

    Upending the way senior management works

    Jun 17, 2016
    Stephen Kingsley, Senior Managing Director and Jamilia Parry, Director, FTI Consulting, provide some common sense tips for fulfilling the requirements of the Senior Managers and Certification Regime (SMCR)
    Read more
  • main700

    Change: Buy-side asset managers – regulatory developments June 2016

    Jun 16, 2016

    Gerard Dique MCSI, Senior Compliance Officer at AXA Investment Managers Real Assets, outlines some important topical points

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  • branchsmall

    Branch matters: The Jersey branch restores a traditional annual event back to its former popularity

    Jun 15, 2016
    Peter Lucas, Chartered FCSI, CISI Jersey Branch President, breaks down the obstacles faced when arranging the annual dinner and how they responded
    Read more
  • Mark-Garnier_700

    Mark Garnier MP: from finance to politics

    Jun 15, 2016
    Mark Garnier MP FCSI swapped a job in investment banking for a political career. He tells the Review how he is using his financial nous to help improve prospects in his West Midlands constituency
    Read more
  • india_700

    Word on the web: Indian investment

    Jun 10, 2016
    Tech giants continue to invest in India, but will the country finally realise its potential?
    Read more
  • gold_700

    Alternative investor: Peak gold?

    Jun 8, 2016
    In the second of a series of articles on alternative investments, Daniel Fisher, CEO and MD of Physical Gold, and Adrian Ash, Head of Research at BullionVault, share the need-to-knows of investing in gold
    Read more
  • anthony_hilton700

    First person: Does corporate governance deliver?

    Jun 6, 2016
    The UK Corporate Governance Code should be seen as a force for good, but it is an inadequate tool to deal with the key concerns of today, says The Review columnist Anthony Hilton
    Read more
  • saudi_700

    Word on the web: Gulf states issue bonds to plug budget hole

    Jun 3, 2016
    News that Saudi Arabia is considering issuing a $15bn international bond is the latest attempt by a Gulf state to address budget shortfalls
    Read more
  • eastcheapsmall

    Letter from Eastcheap: June

    Jun 1, 2016
    Awareness of CFPTM certification and boosting financial planning as a career is a top priority, writes CISI Chief Executive Simon Culhane, Chartered FCSI
    Read more
  • crest_700

    CREST at 20

    Jun 1, 2016
    The UK’s settlement system CREST turns 20 this year. How did it evolve and what has it achieved? 
    Read more
  • dilemmaFP

    A dilemma for financial planners: what would you do? – the verdict

    May 31, 2016

    Terry, who has been working at a firm for a number of years, has lied about graduating from university. He is an integral part of the team and the firm has made a mistake by not checking Terry's credentials. What do you do? Read the CISI's verdict

    Read more
  • alansmall

    IFP Professional Forum Chairman: May

    May 27, 2016
    Planners should be able to expect an FCA dividend as a reward for good practice, writes Alan Dick CFPTM Chartered MCSI
     
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  • Rebecca Taylor 700x385

    Back story: Rebecca Taylor CFP™ Chartered FCSI

    May 27, 2016
    Rebecca Taylor CFPTM Chartered FCSI, a CISI Financial Planning Forum member, talks about her career
    Read more
  • wotw_Cancerfincrisis_700

    Word on the web: Financial crisis cancer link

    May 27, 2016
    A medical report reveals how the financial crisis of 2008 likely contributed to hundreds of thousands of additional cancer deaths
    Read more
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