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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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  • branchsmall

    Branch matters: West Midlands branch highlights financial planning CPD

    Apr 19, 2016
    Ian Bailey, Chartered MCSI, CISI Branch President, talks about the major growth within the financial services sector and the recent events in West Midlands
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  • Changeinterview700

    Why change Change?

    Apr 19, 2016

    Peter Mulcahy MCSI, Compliance Advisory Officer at ICAP and a member of the CISI's Compliance Forum Committee, talks to Change Editor Christopher Bond, Chartered MCSI about the move of the publication from a print to a digital platform

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  • jamescooper700

    60-second interview: James Cooper

    Apr 18, 2016
    James Cooper, Corporate Finance Manager at Lovewell Blake in East Anglia, is the overall winner of the Diploma in Corporate Finance (level 6) at this year’s CISI Annual Awards. He also won the Corporate Finance Strategy & Advice unit – the final unit within the Diploma. He speaks about his motivations and the benefits of a CISI qualification
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  • light_700

    Word on the web: Out of the darkness?

    Apr 15, 2016
    The Financial Conduct Authority has called for reform of the IPO process, including a review of the ‘blackout’ period
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  • finewine_700

    Alternative investor: Fine wine

    Apr 13, 2016
    In the first of a series of articles on alternative investments, Philip Staveley, Director of Amphora Portfolio Management, shares the need-to-knows of investing in fine wine 
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  • lotus notes700

    Five key Lotus Notes features

    Apr 12, 2016

    In the world of finance, as with most other industries, soft skills are vitally important. Gautam Joshi ACSI, who recently attained the CISI Level 3 Investment Operations Certificate, provides tips on some key features of Lotus Notes

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  • eastcheap700

    Letter from Eastcheap: April

    Apr 8, 2016
    The first milestone after the IFP and CISI merger – we have reached the 100 day mark, writes CISI Chief Executive Simon Culhane, Chartered FCSI
    Read more
  • GettyImages-494329211_700

    Word on the web: A new era for pensions

    Apr 8, 2016
    The UK Government’s ‘single-tier’ State Pension has come into effect
    Read more
  • pwm700

    Change: Private wealth management – regulatory developments April 2016

    Apr 8, 2016
    Mark De Ste Croix MCSI, Head of Compliance & Legal at Raymond James Investment Services, outlines five key regulatory changes in private wealth management
    Read more
  • 15439_uk_xexec_travel-insurance_700

    CISI Membership Privileges: 15% off travel insurance

    Apr 8, 2016

    Save up to 15% off when you buy travel insurance online

    Read more
  • EdTrust700

    CISI Educational Trust awards total of £19K to high-flying finance students

    Apr 7, 2016
    The CISI is delighted to announce the 18 student winners of its 2016 Educational Trust Awards
    Read more
  • IMG_8014_700

    City firms giving back

    Apr 6, 2016
    It may be considered uncouth for City firms to shout loudly about the good they are doing in their communities, but there is a lot to shout about
    Read more
  • state pension700

    State Pension changes

    Apr 6, 2016

    The Department of Work and Pensions has created a resource pack that provides information about changes to the State Pension from 6 April 2016. Minister of State for Pensions, Baroness Altmann, explains why it is useful

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  • wotw_700

    Word on the web: Don't be fooled this Fools' Day

    Apr 1, 2016
    It is that time of year again when traders and investors need to be on the lookout for unbelievable stocks and too-good-to-be-true deals
    Read more
  • Mauritius700

    The CISI launches its National Advisory Committee in Mauritius

    Apr 1, 2016

    Expanding further in the African region, the CISI has established CISI Mauritius as its National Advisory Committee

    Read more
  • vulnerable customers700

    The knowledge: Vulnerable customers

    Mar 31, 2016

    Sandie Dunn, People Development Manager at Legal & General Investment Management – Retail (LGIM Retail), gives some advice on dealing with vulnerable customers

    Read more
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