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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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  • in-the-news_Challenger-banks_700

    In the news: Challenge accepted

    Dec 6, 2019
    Traditional banks are moving into the challenger space, while challenger banks are climbing the customer satisfaction ranks and spreading into niche markets
    by Bethan Rees
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  • cpd_700

    Not waving but drowning: navigating the oceans of 'green finance' speak

    Dec 4, 2019
    For Mark Carney, governor of the Bank of England, the 'global problem' of climate change is crystal clear, but do we yet fully understand the words and concepts?
    by George Littlejohn, senior adviser to the CISI
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  • ICGOct19-700

    Insights Review by ICG: November 2019

    Dec 2, 2019
    The November 2019 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
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  • ate_cgt_700

    Ask the experts: Capital gains tax on UK property

    Dec 2, 2019

    Capital gains tax rules for non-UK resident investors are in force. Who and what is impacted by these? Simon Hart, director, asset management tax at KPMG, answers questions

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  • presentation_700

    How to deliver a killer presentation

    Nov 29, 2019

    Presentations are an important soft skill needed by most employees
    by Bethan Rees

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  • David-C-Stevenson_700

    First person: The future of MMT

    Nov 26, 2019

    What’s next for monetary policy and the implications for fixed income investing?
    by David Stevenson

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  • Challenger-banks_700

    Threat or fad?

    Nov 26, 2019
    App-based challenger banks have been attracting a lot of attention, but how do they measure against more traditional institutions?
    by Phil Thornton
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  • In-the-news_700

    In the news: Engaging ethically with pensions

    Nov 22, 2019

    Younger savers are concerned with how ethically their pensions are being invested – this could be an opportunity for more engagement and higher contributions
    by Bethan Rees

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  • fintech vulnerable clients700

    Fintech and vulnerable clients

    Nov 20, 2019
    Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, looks at the potential impact of advancing technology on vulnerable clients
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  • Mainelli_700

    The polymath

    Nov 18, 2019

    As Alderman Professor Michael Mainelli, Chartered FCSI(Hon) starts his term as Sheriff of the City of London, he reflects on his career so far
    by Eila Madden

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  • Untitled-1

    Fifty shades of green

    Nov 15, 2019
    Disparate investment and regulatory approaches towards environmental, social and governance investing are ramping up complexity for investment managers and advisers. What progress has been made in establishing a taxonomy for sustainable activities?
    by Paul Bryant
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  • career-dev-leadership_700

    How to lead a team effectively

    Nov 15, 2019
    Being kind and understanding might sound obvious but it goes a long way 
    by Bethan Rees
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  • q3_experts_700

    Ask the experts: Effective global stewardship

    Nov 13, 2019
    While progress has been made towards more effective stewardship, the overall evidence on whether and how it is happening is mixed. Guy Jubb, an honorary professor at the University of Edinburgh Business School, sheds light on the state of global stewardship
    Read more
  • grey-matterscpd700

    Grey matters ethical dilemma: Continuing professional dishonesty – the verdict

    Nov 11, 2019
    Read the CISI's verdict and readers' comments on the ethical dilemma that appears in the July 2019 print edition of The Review
    Read more
  • Mortgages_700

    Home is where the heart is

    Nov 8, 2019
    Lifetime mortgages are an option for asset-rich, cash-poor clients who might be struggling to fund later life objectives. Where does consideration for them fit into a financial planner’s relationship with clients?
    by Gill Wadsworth
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  • Open-banking_700

    In the news: Opening up banking globally

    Nov 8, 2019

    The UK is looking ahead to how open banking could be used in the wider financial services sector, while Canada is yet to implement any system
    by Bethan Rees

    Read more
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