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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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  • l planning 700x385

    Helping professionals become financial planners

    May 25, 2016
    Lydia Romero, the CISI's Global Director of Learning, explains what it means to have the new level 4 qualification and why it is important
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  • derivatives700

    Change: Derivatives – regulatory developments May 2016

    May 25, 2016
    Stephen Coles MCSI, Compliance Officer at Triland Metals, and friends describe an active agenda
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  • corporate-responsibility_700

    The Panama Papers: Spotting the difference

    May 25, 2016
    The second instalment of our two-part article on corporate social responsibility (CSR) shines a light on some of the firms making efforts to be transparent, and outlines what investors can do to help them identify socially responsible investments
    Read more
  • manchester700

    Careers in Investment Management Insight Conference

    May 24, 2016

    The CISI‘s Manchester & District branch recently held a conference to provide sixth form students with an insight into investment management

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  • fp 700x385

    Defining financial advice

    May 24, 2016
    Financial planners wade into the difficult waters of defining advice as the Financial Conduct Authority strives to reform the understanding of financial advice, following the Financial Advice Market Review
    Read more
  • financa defininition 700x385

    Challenges of finding a single way to define financial planning

    May 24, 2016
    CISI Chief Executive Simon Culhane, Chartered FCSI talks about the various challenges to finding a single way to define financial planning
    Read more
  • haldane_700

    Word on the web: Haldane’s mea culpa

    May 20, 2016
    A speech by Bank of England Chief Economist Andy Haldane revealed his concerns about the financial services sector
    Read more
  • country heads700

    Learning from the Middle East

    May 19, 2016
    Following the successful expansion of the CISI into the Middle East, Matthew Cowan, Chartered MCSI is now sharing his experience with the CISI’s India and Sri Lanka country heads to further develop the Institute’s activities in South East Asia’s most promising markets – India and Sri Lanka
    Read more
  • 12170005_700

    The Panama Papers: After the storm

    May 19, 2016
    In light of the recent Panama Papers scandal, a two-part article explores how corporate social responsibility can be integrated properly, and asks: Can you ever be sure that you’re investing in an ethically sound venture?
    Read more
  • fpweek700

    Free financial advice at Financial Planning Week

    May 17, 2016
    A nationwide campaign has been launched to help improve the UK’s financial fitness by encouraging consumers to sign up for free financial advice sessions, available as part of CISI Financial Planning Week 6 June
    Read more
  • scope creep700

    Tips from the coalface: Beware of scope creep

    May 16, 2016
    Brett Davidson, Founder of FP Advance, explains what scope creep is and how to avoid it from happening in your firm
    Read more
  • riskyinvestment_700

    Buyer beware

    May 13, 2016
    AIM turns 21 years old this year. It has seen many of its rivals fade away, and while it is undoubtedly a risky place to invest, companies and investors still seem keen
    Read more
  • p2p_700

    Word on the web: The beginning of the end?

    May 13, 2016
    A loans scandal involving US industry giant Lending Club has rocked the peer-to-peer lending sector
    Read more
  • 2015Gala700

    The CISI Financial Planning Gala Awards 2016 is open for entries

    May 12, 2016
    The CISI’s Financial Planning Gala Awards will be held this year at the CISI Financial Planning Conference 2016 at Celtic Manor Resort, which runs from 3–5 October
    Read more
  • member privileges700

    CISI Membership Privileges: Xexec puts you in the driving seat with Volvo

    May 11, 2016

    Thanks to Volvo’s Affinity Programme, CISI members have access to exclusive car discounts and offers

    Read more
  • brexit survey700

    CISI survey says no to Brexit

    May 10, 2016

    A majority of financial services practitioners have indicated that Brexit would be bad for their clients, according to the CISI’s latest online survey

    Read more
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