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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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  • 25-years_700

    A journey through time: 25 years of The Review

    Mar 16, 2017
    To mark the CISI’s 25th anniversary, we look back at the evolution of The Review from its inception in 1992, highlighting some of the key themes reported on and the predictions realised
    by Christian Doherty
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  • fpweek17-700

    Financial planning firms to offer free surgeries to consumers

    Mar 15, 2017
    The CISI is running Financial Planning Week from 8 to 12 May, during which time financial planning firms will be offering free surgeries to consumers
    Read more
  • 25Dinner

    CISI annual dinner celebrates 25 years

    Mar 15, 2017

    The CISI annual London dinner was extra special this year as we celebrated 25 years since the formation of the Institute

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  • Then-and-now700

    Then and now

    Mar 10, 2017
    In financial services and the wider world, many of the terms we were using 25 years ago are now extinct, while countless new words have appeared in our lexicon. Here’s a small selection of the old and the new
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  • ms700

    CISI Membership Privileges: 9% off M&S cards and e-vouchers

    Mar 10, 2017

    Take advantage of an extra 2% discount on cards and e-vouchers from Marks & Spencer until 16 March

    Read more
  • budget700

    Budget comment

    Mar 10, 2017

    Campbell Edgar CFPTM Chartered FCSI, the CISI’s head of financial planning responds to the Chancellor’s Budget of 8 March

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  • rejection_700

    Word on the web: Wrong suit, no job

    Mar 10, 2017
    Judgmental attitudes and the 'brown shoe effect' are causing many talented young people from underprivileged backgrounds to lose out on jobs in the financial sector
    by Rosalie Starling
    Read more
  • europe-us700

    Change: Hot regulatory topics in capital markets, March 2017

    Mar 7, 2017

    Ffion Thomas, Chartered MCSI, head of compliance and MLRO, Mitsubishi UFJ Trust International, outlines key regulation impacting capital markets

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  • wotw_challenger-banks_700

    Word on the web: A new breed of banking

    Mar 3, 2017
    ‘Challenger’ banks are increasingly appearing in the UK market, but stringent regulation has stymied the growth of competition
    Read more
  • ate_self_b_700

    Ask the experts: Financial services for the self-employed

    Mar 2, 2017
    Going it alone might seem appealing, but it can mean losing valuable workplace benefits. Patrick Connolly CFPTM Chartered MCSI at Chase de Vere explains what the newly self-employed should do about this benefits gap
    Read more
  • CBA700

    New alliance to enhance professionalism in financial services

    Mar 1, 2017
    Three leading Chartered professional bodies have joined forces to enhance and sustain the level of professionalism and trust in the financial services sector
    Read more
  • hobbies700

    Do you combine your day job with an unusual activity or hobby?

    Mar 1, 2017
    Over the past nine years we've featured articles about some amazing CISI members in The Review and we are now looking for more
    Read more
  • wotw_gender_700

    Word on the web: Where are the women?

    Feb 24, 2017
    Despite the fact that many of the world's major banks employ more women than men, they remain under-represented at the top of financial institutions 
    Read more
  • Liu Jing Jing700

    Singapore awards ceremony 2017

    Feb 23, 2017

    The annual CISI awards ceremony celebrates those students who have achieved the highest mark in their particular exam

    Read more
  • experts_700

    Ask the experts: Social media analysis

    Feb 23, 2017
    Nic Carter, University of Edinburgh masters student and creator of an award-winning social sentiment analysis documentary, explains how financial services professionals can use social media analytics to effectively navigate the market 
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  • northernI

    Plenty of food for thought at the CISI Northern Ireland branch annual dinner

    Feb 20, 2017

    Guest speaker Professor Neil Gibson, director at the Ulster University Economic Policy Centre, generated plenty of discussion with an irreverent take on economics and politics

    Read more
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