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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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  • wotw_weak-pound_700

    Word on the web: Weak pound boosts exports

    Nov 25, 2016
    As signs emerge that households are about to feel the pain of a falling pound, exporters could be the only ones left enjoying the benefits of sterling’s downward spiral 
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  • cisi-reg-eve16103small

    Wales branch annual dinner 2016 benefits cancer charity

    Nov 24, 2016

    The event in the stunning surroundings of the Banqueting Hall at Cardiff Castle generated a collection of £420 for Velindre Cancer Centre

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  • member benefits_700

    CISI Membership Privileges: Discounted Christmas gifts

    Nov 22, 2016
    Save money on your Christmas shopping with a wide variety of discounts
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  • Sundar_Pichai_700px

    Word on the web: Google investment fails to allay Brexit uncertainty

    Nov 18, 2016
    The tech giant’s new £1bn UK HQ is a blip in an otherwise cautious investment landscape
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  • pwm small

    Change: Private wealth management – regulatory developments November 2016

    Nov 16, 2016
    Mark De Ste Croix MCSI, Head of Compliance & Legal at Raymond James Investment Services, highlights five regulatory developments in private wealth management
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  • SMCR700

    Applying the SMCR to out-of-scope firms

    Nov 16, 2016

    Julian Sampson, Chartered FCSI, Director of Fulcrum Compliance and former Chairman of the CISI Compliance Forum, says that the UK’s Senior Managers and Certification Regime can be just as tedious and time-consuming as anything emanating from Brussels

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  • scot700

    The Scottish Conference returns 5-6 December 2016

    Nov 16, 2016

    Financial planning and the application of technical knowledge are top of the agenda at the CISI's annual Scottish Conference

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  • southeastsmall

    Big charity collection at first ever CISI South East branch annual dinner

    Nov 11, 2016

    The inaugural event generated one of the biggest charity collections per head of any CISI annual dinners, with a total of £1,875 collected for Hospice in the Weald

    Read more
  • techplanning_700

    Integrating technology into financial planning

    Nov 10, 2016
    Technology is helping financial planners reduce costs and improve efficiency. But how can firms strike a balance between integrating technology and maintaining a human angle?
    Read more
  • wotw_us-election_700

    Word on the web: Long-term investors will survive the US election result

    Nov 8, 2016
    Donald Trump’s US election victory has seen shares tumble worldwide, but markets will adapt and investors who hold their nerve will be rewarded in the long term
    Read more
  • Fotolia_121642744_700x385

    Word on the web: UK fintech hopes for its own ‘Big Bang’

    Nov 4, 2016
    Leading figures in the UK’s burgeoning fintech sector this week met Government officials to set out a roadmap for further growth
    Read more
  • westcountrysmall

    Scaling new heights at the CISI West Country branch annual dinner 2016

    Nov 4, 2016

    The event raised an astonishing £31,100 in pledges and donations for the ATLAS Foundation and its Gurkha Everest Expedition 2017

    Read more
  • membership privileges700

    CISI Membership Privileges: Discounted cinema tickets

    Oct 27, 2016

    Enjoy a stress-free outing to your favourite cinema with up to 55% off the latest movies

    Read more
  • CSannaSofatSml

    Case study: Planning for multiple inheritances and early retirement

    Oct 27, 2016
    CEO of Addidi Wealth Anna Sofat outlines a holistic approach to financial planning for complex financial affairs
    Read more
  • CISI-158---Copysmall

    A cultural evening at the CISI's Bristol & Bath annual dinner 2016

    Oct 27, 2016
    The event at the Bristol Museum and Art Gallery raised £1,193.75 for Deki, a charity that provides microloans to entrepreneurs in marginalised communities to help raise them out of poverty
    Read more
  • smart-beta_700

    Not so smart?

    Oct 26, 2016
    Factor-based, smart beta investing has been on an impressive growth run for at least a decade. But has the strategy been taken too far?
    Read more
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