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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
    Read more
  • 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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  • Career-dev_700

    How to write a striking cover letter

    Jul 5, 2019

    A cover letter expands on your CV and explains why you’re the right person for the job. Here’s how to make the most of the opportunity
    by Bethan Rees

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  • nigeljones_700

    Previewing the July 2019 print edition: Nigel Jones

    Jul 4, 2019

    In our preview of the July 2019 print edition, Nigel Jones explains why he co-founded the City Mental Health Alliance and what can be done to facilitate a healthy working environment in City firms
    by Eila Madden

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  • CISI-Merlin700

    CISI Membership Privileges: Up to 50% off theme parks and days out in UK

    Jul 2, 2019
    CISI members can enjoy half price Alton Towers, Chessington World of Adventures and Thorpe Park tickets
    Read more
  • in-the-news_2_700

    In the news: The domino effect of GDPR

    Jun 28, 2019

    The EU General Data Protection Regulation (GDPR) has impacted financial services on a global scale
    by Bethan Rees

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  • digital_700

    Decoding the digital skills shortage

    Jun 25, 2019
    As skill requirements shift from analog to digital, the prevalence of stats that show a digital skills shortage is a wake-up call. How future-proof are you? We've included poll questions within the piece. Let us know what you think
    by Phil Thornton
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  • career-development_700

    Unlimited holiday policy: what’s the catch?

    Jun 21, 2019
    While a bottomless holiday allowance might sound like paradise, there are pitfalls to the perk 
    by Bethan Rees
    Read more
  • grey-matters_700

    Grey matters ethical dilemma: In his shoes – the verdict

    Jun 20, 2019
    Read the CISI's verdict and readers' comments on the ethical dilemma that appears in the Q1 2019 print edition of The Review
    Read more
  • Grey-mattersCPD-700

    Grey matters ethical dilemma: Continuing professional dishonesty

    Jun 20, 2019
    A CISI Chartered member suspects that his manager, also a Chartered MCSI, is claiming CPD for events at which she has not remained for the duration. However, there is no question about her competence or capability. What, if anything, should he do?
    Read more
  • bmng

    Drumming up support for children's charity at CISI's Birmingham dinner

    Jun 19, 2019
    Bev Bevan, drummer extraordinaire and Birmingham music legend who has played with such bands as Electric Light Orchestra and Black Sabbath, was guest speaker at the CISI Birmingham & West Midlands annual dinner 2019, held on 6 June at the Clayton Hotel
    Read more
  • Kinder700

    Profile: George Kinder, the father of life planning

    Jun 14, 2019
    George Kinder, founder of the Kinder Institute of Life Planning, explains why financial planners need to spend more time listening to their clients to help them achieve their life goals
    by Dominic Dudley
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  • agm-crest700

    CISI AGM 2019

    Jun 14, 2019
    This year’s Annual General Meeting will be held on Thursday 10 October at the CISI head office, 3rd Floor, 20 Fenchurch Street, London EC3M 3BY from 10.30 to 11am
    Read more
  • in-the-news_700

    In the news: Spotlight on bad behaviour

    Jun 14, 2019
    Personal misconduct, including groping and unwanted attention, is still all too common in the global financial services sector, despite the rise of the #metoo movement and the efforts of regulators
    by Bethan Rees
    Read more
  • lead-review700

    CISI launches enhanced CFP™ certification

    Jun 13, 2019
    The new, improved CERTIFIED FINANCIAL PLANNER™ certification, following two years of extensive review will, at level 7 on the UK National Qualifications Framework, be the UK’s highest level qualification for financial planners
    Read more
  • mainMay19-700

    Insights Review by ICG: May 2019

    Jun 7, 2019
    The May 2019 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
    Read more
  • bola_700

    Back story: Bola Ajomale

    Jun 7, 2019
    Bola Ajomale, inaugural president of the Nigerian NAC and managing director and CEO of NASD, on his varied career to date and how the CISI has helped him
    by Bethan Rees
    Read more
  • lgbt_700

    LGBT diversity in the workplace

    Jun 7, 2019
    Some firms are clearly making progress in creating an environment where LGBT people feel supported, but there is still room for improvement 
    by Bethan Rees
    Read more
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