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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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  • portfolio-management_700

    Portfolio management in a pandemic

    Jun 29, 2020
    How has Covid-19 changed the way we view investments and portfolio management?
    by Paul Golden
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  • LBGT_career-development_700

    How to support the LGBT+ community in the workplace

    Jun 26, 2020

    Inclusive policies, engaging with the community and using the correct pronouns are three ways to help support and empower LGBT+ employees and colleagues
    by Bethan Rees

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  • FMSB LIBOR 700

    FMSB publishes Spotlight Review on navigating conduct risks in LIBOR transition

    Jun 23, 2020
    The FICC Markets Standards Board (FMSB) Spotlight Review includes practical case studies to support firms when considering the risks to fairness and effectiveness as the market moves to risk-free rates as more sustainable and representative benchmarks
    Read more
  • 700x385px_shutterstock_1100746544

    Entrepreneurial thinking in the workplace

    Jun 22, 2020

    Previewing a CISI webinar hosted by Gillian Roche-Saunders MCSI, partner at Adempi Associates, taking place on 2 July 2020

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  • covid_pensions_700

    In the news: The impact of Covid-19 on pensions

    Jun 19, 2020
    In the UK, the pandemic has people breaking into their pension pots, and in the US, states are failing to meet pension payment contributions
    by Bethan Rees
    Read more
  • agm-crest700

    CISI AGM 2020

    Jun 18, 2020
    This year’s Annual General Meeting will be held on Thursday 8 October at the CISI head office, 3rd Floor, 20 Fenchurch Street, London EC3M 3BY from 10.30 to 11am, or by virtual means, from 10.30am to 11am
    Read more
  • IPSX700X385

    Valuations and clarity in real estate

    Jun 5, 2020
    Roger Clarke, managing director, head of capital markets at IPSX, stresses the importance of clear and transparent information to property investors
    Read more
  • 1159996712_700x385

    Ask the experts: Data protection while working from home

    Jun 5, 2020
    Iain Bourne, head of personal information and privacy at Grant Thornton UK, shares some insight on how to protect data while working from home
    by Bethan Rees
    Read more
  • diversity and inclusion700x385

    Diversity and inclusion

    Jun 5, 2020
    Diversity can empower a workforce, inspiring creativity and innovation. Here we present some highlights from our Professional Refresher module on the subject
    by Bethan Rees
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  • ICG-CISIMay2020700x385

    Insights Review by ICG: May 2020

    Jun 5, 2020
    The May 2020 special edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
    Read more
  • 1202705835_700x385 (2)

    In the news: Opportunities in fintech

    May 29, 2020
    In the UK, there's been a surge in tech roles in banks, while research suggests the West Midlands has the potential to become a fintech hub. Globally, an innovation challenge has launched to help women access financial services
    by Bethan Rees
    Read more
  • city-view-apprenticeship levy700x385

    City view: The challenge of upskilling

    May 28, 2020

    Covid-19 may have accelerated change in the financial services sector, but one thing remains the same: the urgent need for upskilling the workforce

    Read more
  • misconduct700x385

    Non-financial misconduct matters

    May 24, 2020
    Doing your job well is not enough. Your conduct within and outside of working hours matters too
    by David Burrows
    Read more
  • communication700x385

    Saving time through effective communication

    May 22, 2020
    Advisers have a narrowing window of opportunity to make an impact on clients as administrative tasks are taking up more of their time. How can financial planners and advisers deliver information in a clear, understandable way?
    by Paul Golden
    Read more
  • mental health700x385

    Looking after your mental wellbeing

    May 21, 2020
    To mark Mental Health Awareness Week (18–24 May), we look at how to improve your mental wellbeing at home through breathing techniques, staying active and being kind
    by Bethan Rees
    Read more
  • weather storm700x385

    Weathering the storm and mending the roof

    May 20, 2020
    The Covid-19 crisis has tested businesses’ continuity planning to the limit. How well prepared have firms been for such an event, and how will their operations change in future as a result?
    by Sophie Mackenzie
    Read more
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