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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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  • david-linkedin_700

    Back story: David Hearne

    Nov 24, 2015
    With the merger of the IFP and the CISI now complete, we talk to Financial Planner, Wealth Manager and long-standing dual member David Hearne, Chartered FCSI, about the IFP’s new home, the financial advice gap and why he left HSBC
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  • japan_700

    Word on the web: Recession hits Japan

    Nov 20, 2015
    Japan has entered recession for the fourth time since the financial crisis. Is ‘Abenomics’ working?
    Read more
  • dinner-highlights-small

    London annual dinner celebrates outstanding achievements

    Nov 20, 2015
    Guests contributed more than £3,500 for the Lord Mayor’s appeal at the CISI's London annual dinner at the Mansion House
    Read more
  • fintech_700

    Chain reaction

    Nov 19, 2015
    Fintech has become a buzzword over the past couple of years, but innovations such as blockchain technology are proving to be much more than that – they have the potential to overhaul the financial services industry. Are financial institutions right to be wary?
    Read more
  • insight day700

    Getting into finance with the CISI's Insight events

    Nov 19, 2015
    In October 2015, the CISI’s employer outreach programme continued with two Insight events for students studying CISI qualifications in school and college
    Read more
  • branchsmall

    Branch matters: Trio of Chairmen take charge on branch in 2016

    Nov 15, 2015
    Dr Lien Luu CFPTM, Chartered MCSI, Senior Lecturer in Financial Services, talks about how the merger has had an impact on the Northern Home Counties branch
    Read more
  • wotw_cushions_700

    Word on the web: Too big to bail

    Nov 13, 2015
    The Financial Stability Board has announced new rules under Basel III that could mean banks need to raise far more capital to avoid future bailouts
    Read more
  • MPs700

    CISI Membership Privileges: 25% discount on menswear items

    Nov 13, 2015

    Enjoy 25% off clothes from British menswear brand Win or Lose

    Read more
  • 10700088_700

    Ask the experts: Risk parity

    Nov 11, 2015
    Investors are increasingly looking at new ways to diversify their portfolios in an attempt to mitigate risk. One technique that has garnered attention of late is risk parity. Martin Dietz, Multi-Asset Fund Manager at Legal & General Investment Management (LGIM), answers some common questions
    Read more
  • visa cap-700

    CISI survey reveals concerns about visa cap for skilled non-EU workers

    Nov 11, 2015
    The CISI’s latest survey says that the financial services sector’s ability to hire the best global talent will be curtailed by the UK Government’s measures to cap visas for skilled non-EU workers
    Read more
  • Julia Kirkland700

    CISI awards Premier Accredited Training Partner status to FSTP

    Nov 10, 2015
    The CISI is pleased to announce that it has awarded Financial Services Training Partners (FSTP) Premier Partner status
    Read more
  • wotw_manufacturing_700

    Word on the web: Firing back?

    Nov 6, 2015
    Output from the services and manufacturing sectors is up, defying economists’ expectations. But will it last?
    Read more
  • anthony_hilton_700

    First person: Playing ball

    Nov 3, 2015

    Managing highly talented but egotistical individuals is a challenge both on and off the football pitch, says The Review columnist Anthony Hilton

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  • shanghai_700

    Connecting the stocks

    Nov 3, 2015
    A link between the London and Shanghai stock exchanges could prove fruitful for investors. But with the UK Chancellor and the Treasury giving so little away about how the connection would work or when it will happen, investors shouldn’t hold their breath 
    Read more
  • philippines_700

    The merits of Manila

    Nov 3, 2015
    As the CISI gears up to open a new office in Manila, the Philippines, we look at the prospects for this quietly evolving economy, and ask whether they go beyond the nation’s call centre credentials
    Read more
  • Scott-Moorhouse_700

    Back story: Scott Moorhouse

    Nov 3, 2015
    For Scott Moorhouse, ex-Paralympian and Assistant Relationship Manager at Seven Investment Management (7IM), the transition from athletics to financial services was simpler than one might expect
    Read more
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