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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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  • wotw_blockchain_700

    Word on the web: Building up blockchain

    Jan 27, 2017
    Blockchain technology has generated a huge amount of excitement, but investment banks still have a way to go before rolling out industrial scale finance projects that will hold up in a real world environment
    Read more
  • rfm700

    Review of Financial Markets: January 2017

    Jan 24, 2017
    The January 2017 edition of the RoFM, edited by senior adviser to the CISI George Littlejohn MCSI, focuses on sustainable investment
    Read more
  • the-team700

    My business: Giving clients lifelong security

    Jan 23, 2017
    Sandy Robertson CFPTM Chartered FCSI, managing director of Acumen Financial Planning, talks about the value of keeping focused on a client’s destination while also allowing flexibility along the way
    Read more
  • wotw_financial-fraud_700

    Word on the web: Digital deception

    Jan 23, 2017
    The financial services sector has witnessed a substantial rise in fraud and risk incidents in recent times, as operations become evermore digitalised
    Read more
  • generation-game_700

    The generation game

    Jan 23, 2017
    How do financial planners from different generations approach their work? Gareth Francis speaks to John, 26, and Michael, 78, both from BHP Wealth
    Read more
  • case study700

    Case study: The magic of pension planning for business owners and the need to act now

    Jan 22, 2017
    Julius Lipner, financial planner and investment director at Consilia Wealth Management, explains how a small self-administered pension scheme can be used to buy your own office and save for your future
    Read more
  • wotw_mortgages_700

    Word on the web: Buy-to-lets take a hit

    Jan 20, 2017
    Buy-to-let mortgages have suffered this month, with Government interventions causing lenders to pull out of the market
    Read more
  • keep-it-simple-stupid_700

    Keep it Simple, Stupid

    Jan 19, 2017
    Gemma Godfrey, CEO of online wealth manager Moola, explains why she believes it’s time for finance to cut out complexity. Dan Matthews reports
    Read more
  • small

    Read the January 2017 edition of the Investment Management Review

    Jan 19, 2017
    The January 2017 edition of the Investment Management Review is out now, providing comprehensive coverage and analysis of the latest key global developments across the asset management industry
    Read more
  • changing-firms_700

    Preparing for departures

    Jan 18, 2017
    Departures of client-facing advisers from a firm can be acrimonious, as employers worry about client poaching. How can companies hold on to business and allow advisers to leave on good terms?
    Read more
  • Green_700

    Key considerations for investment in green energy

    Jan 18, 2017
    The renewable energy industry needs to rethink its approach this year, with investment likely to drop in the face of cuts in Government support
    Read more
  • Last-word_700

    Last word: Teaching financial fundamentals

    Jan 16, 2017
    The low level of financial literacy is a challenge for the UK and many other developed countries. It’s a problem that should be addressed at an early age, says Andrew Davies
    Read more
  • first-person_700

    First person: Technology could kill the ‘company’

    Jan 13, 2017
    It may be time for traditional companies to rethink their structure if they are to survive the competitive onslaught from technology-driven rivals, says Review columnist Anthony Hilton
    Read more
  • wotw_predictioins_700

    Word on the web: Navigating the storm

    Jan 13, 2017
    Predictions, outlooks and advice on navigating financial markets have dominated headlines this week, as the year of Brexit and Trump’s controversial US presidency win drew to a close
    Read more
  • Instant E-Vouchers

    CISI Membership Privileges: Instant e-vouchers straight to your inbox, right here, right now!

    Jan 9, 2017
    Save money on your shopping with instant e-vouchers
    Read more
  • august-statement_700

    Making a statement

    Jan 6, 2017
    While the effects of Philip Hammond’s first Autumn Statement as Chancellor may not seem huge, there’s plenty for financial planners to look out for, writes Tony Wickenden
    Read more
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