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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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  • the year ahead Sml

    The year ahead

    Jan 6, 2017
    2017 looks set to be a year of preparing for key pieces of regulation, peppered with a good dose of political uncertainty. Eila Madden takes a look at what financial services professionals and firms should expect
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  • spreads_1920

    Your January 2017 print edition is here

    Dec 21, 2016
    Discover the key events taking place over the next 12 months, see how renewable energy has evolved in the UK, and learn about generational differences within financial planning, all in the latest edition of The Review
    Read more
  • retirement_700

    Getting ready for retirement

    Dec 21, 2016
    With retirement looming, do investors change their attitudes towards financial decisions? 
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  • grey matters700

    Grey matters ethical dilemma: Creative accounting?

    Dec 21, 2016
    Edward at Ignitius discovers that he has been paying invoices from his regular subcontract partner firm that do not represent the actual services provided. What should Ignitius do?
    Read more
  • gemma_700

    Four ways Gemma Godfrey wants to change financial advice

    Dec 21, 2016
    In our January 2017 print edition of The Review, Gemma Godfrey, CEO of online wealth manager Moola, explains to Dan Matthews why she believes it’s time for finance to cut out complexity
    Read more
  • WOTW_MentalHealth_700x385

    Word on the web: Stress and the City

    Dec 16, 2016
    The financial services sector is finally starting to take employees' mental wellbeing seriously
    Read more
  • small_

    A punchy evening at the CISI South Coast branch annual dinner 2016

    Dec 16, 2016

    The Rt. Hon Lord (John) Prescott pulled no punches in keeping guests entertained at the event

    Read more
  • ian-howe_700

    Profile: Being a financial planner is a “huge privilege”

    Dec 14, 2016
    Ian Howe CFP™ Chartered MCSI, managing director of financial services firm Baigrie Davies and the new chairman of the CISI’s IFP Forum Committee, looks back on two key moments that changed both his career and his life
    Read more
  • trump_china_tweet_700

    Word on the web: Trump’s China tweets were bluster, mostly

    Dec 9, 2016
    Donald Trump’s Twitter tirade against China’s trade and monetary policies spooked markets momentarily but the real risk to investors lies in how the President-elect manages geopolitical tensions in the region
    Read more
  • hilton_720

    First person: Finding a home for orphan assets

    Dec 7, 2016
    The FCA is turning its attention on fund managers in the hunt for unclaimed accounts, writes The Review columnist Anthony Hilton
    Read more
  • CISI_Noc_2016_WebUseOnly-84_small

    A magical evening at the CISI East Anglia branch annual dinner 2016

    Dec 6, 2016

    Olly Day, entertainer and magician, kept guests guessing at the event at the Assembly House, Norwich

    Read more
  • mifidii700

    MiFID II: pointers for financial planners

    Dec 5, 2016
    The second Markets in Financial Instruments Directive (MiFID II) may well have been rumbling on in the background for many years, but this alphabet soup of regulation is fast approaching for financial planners
    Read more
  • brexit700

    Brexit: options for financial services firms

    Dec 2, 2016
    Gerard Dique MCSI, Senior Compliance Officer at AXA Investment Managers Real Assets, says that it may be prudent for financial services firms to hope for the best, but plan for the worst
    Read more
  • asset management700

    Change: Buy-side asset managers – regulatory developments December 2016

    Dec 2, 2016

    Gerard Dique MCSI, Senior Compliance Officer at AXA Investment Managers Real Assets, outlines some important topical points

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  • wotw_bank-stress_700

    Word on the web: Bank of England stress tests reveal good news

    Dec 2, 2016
    RBS’s failure to pass the Bank of England’s annual stress tests may have dominated headlines recently, but the wider results are, overall, good news for the UK banking sector, which is growing in capital strength
    Read more
  • Ianw700

    Experienced fund manager – has own Santa costume

    Nov 28, 2016

    Ian Woodbridge FCSI has over 25 years’ experience in fund management, yet has been unable to find work since being made redundant over a year ago. He provides a first-hand insight into the current challenges of finding work in his field, and wonders whether it’s time to bring out his Santa costume

    Read more
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