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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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  • Alan's birthday gift to child healthcare

    Aug 8, 2014
    Nearly £21,000 was raised for charity at a celebration lunch for one of the Institute’s longest-serving members
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  • 60-second interview: Tim Tilden-Smith FCSI

    Aug 7, 2014
    Tim Tilden-Smith FCSI, a retired stockbroker, who lives in Guernsey, has published a reference book, The Hill of Affluence, to encourage people to make financial plans for their retirement. Here he provides an insight into his inspiration
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  • Word on the web: Clawing back bankers’ bonuses

    Aug 7, 2014
    Bankers found guilty of misconduct face having their bonuses clawed back years later under a tough new regime – but industry commentators predict the rules will deliver mixed results
    Read more
  • First Person: Safeguarding the green shoots of recovery

    Aug 5, 2014
    How do you tackle the UK’s housing market bubble without halting the nation’s economic recovery, asks Financial Times Markets Editor Christopher Adams
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  • Sara's cycling tour de force

    Jul 30, 2014
    While Britain’s hopes were punctured in this year’s Tour de France, Sara Allan, Chartered MCSI flew the flag for UK cycling on the streets of Paris
    Read more
  • Word on the web: BRICS - a new rival to the old guard?

    Jul 30, 2014
    Industry commentators give their views on the significance of the BRICS countries' new development bank, and voice concerns over what the Single Supervisory Mechanism will mean for Europe's banks
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  • New Professional Refresher module: Retail investment products

    Jul 29, 2014
    As a result of the Retail Distribution Review, a wide-ranging evaluation of the retail investment market was carried out by the FCA which introduced a new, broader definition of ‘retail investment products’.
    Read more
  • A sportsman for all seasons

    Jul 28, 2014

    If you happen to find yourself on a Cornish beach around Christmas time and you spot a surfer, the chances are it will be Edward Lummis, Chartered MCSI.  Lora Benson reports

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  • The real deal?

    Jul 24, 2014

    Pfizer's attempted takeover of AstraZeneca hit the headlines recently, but was the bid a sign of a wider upturn in M&A activity, and what role are investment banks playing in making deals happen?

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  • City View: What does it take to work in compliance?

    Jul 24, 2014
    July’s announcement that Barclays Bank is setting up a compliance academy, The Centre for Compliance and Trust, within Cambridge University’s Judge Business School is an interesting development in what remains the fastest growing part of the financial services industry
    Read more
  • Ask the experts: Dark pools

    Jul 17, 2014
    Barclays and Goldman Sachs were sued recently over their use of ‘dark pools’, but what are dark pools and why are regulators targeting them? Siobhain Egan, Director at Lewis Nedas Law, explains all
    Read more
  • Change-July-2014

    Change - the regulatory update, July 2014 edition now available

    Jul 17, 2014
    The July 2014 edition of  Change – the regulatory update, is now available on the CISI’s website
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  • Word on the web: Female board directors

    Jul 16, 2014
    Ten women have been promoted in Prime Minister David Cameron's latest cabinet reshuffle. Progress has also been made in ensuring gender equality in Britain's boardrooms, but more needs to be done, say industry commentators
    Read more
  • Cutting the purse strings

    Jul 11, 2014
    With central banks starting to adopt a tougher approach to aiding economies, financial markets will increasingly have to stand on their own two feet, writes Chris Alkan
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  • CPD: Don’t leave money on the table

    Jul 9, 2014

    European institutional investors have paid little attention to securities class actions as a way of recovering investment value. Such inaction is costing them dear, warn Professor Michael Mainelli, Chartered FCSI and David Seidel

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  • Do investment professionals exhibit ethical behaviour?

    Jul 8, 2014

    The CISI is inviting members to take part in a survey that it is promoting on behalf of a doctoral student. It seeks to analyse changing attitudes to ethical behaviour within the industry over the past few years and some of the reasons behind  this.

    Read more
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