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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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  • FPAwards21-700

    Financial Planning Awards 2021

    Oct 11, 2021

    The CISI’s Financial Planning Awards 2021 were held on Tuesday 5 October to conclude the first day of our Financial Planning Conference 2021. Congratulations to all the winners!

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  • March-to-the-top_700

    March to the top

    Oct 8, 2021

    The Review reports on China’s contribution to the world economy
    by William Monroe

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  • isleofman21-700

    Making waves with Beach Buddies at joint annual dinner

    Oct 7, 2021

    Our joint CISI Isle of Man branch & Isle of Man Wealth & Fund Services Association annual dinner raised over £1k towards cleaning up beaches around the world

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  • india-ops_700

    Operations in India

    Oct 7, 2021
    India plays an important role on the world stage as a hub of operations and back office functions for the financial services sector
    by Bethan Rees and Sophie Mackenzie
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  • cap-gains_700

    Ask the experts: CGT consultation

    Oct 5, 2021
    Graeme Stenson, Chartered MCSI, tax adviser at KA Watson Consultancy, explores the recommendations in the Office of Tax Simplification’s report on capital gains tax (CGT)
    Read more
  • building business700

    Building your business post pandemic

    Oct 5, 2021
    Kevin Sloane, Chartered MCSI, presents findings from the June CISI Wealth Management Forum, which asked members what they had learnt over the previous 18 months
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  • hybrid-workforce_700

    How to manage a hybrid workplace

    Sep 30, 2021

    With fairness and flexibility, a hybrid workplace can work for everyone
    by Sophie Mackenzie

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  • download_app700

    CISI app launched

    Sep 30, 2021

    Our 43,000 members can now access their CPD on the go

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  • ate-dandi_700

    Ask the experts: FCA’s diversity discussion

    Sep 29, 2021

    Anna Lane, CEO of the Wisdom Council and president of WIBF, discusses the steps firms can take to improve their policies and practices

    Read more
  • agm-crest700

    CISI AGM 2021

    Sep 27, 2021
    This year’s Annual General Meeting will be held on Friday 15 October 2021
    Read more
  • thumbnailAR

    Reporting done differently

    Sep 24, 2021

    Our 2021 annual report breaks from convention with a 3D virtual gallery that viewers can navigate through freely, exploring highlights of the past turbulent year
    by Sophie Mackenzie

    Read more
  • TRS700

    Changes to The Trust Registration Service mean trustees have to act

    Sep 24, 2021
    Nick Edwards CFP™ Chartered FCSI, director, Trustee Support Services, outlines action that trustees need to take before 1 September 2022
    Read more
  • partneruni700

    CISI partner universities 2020–21

    Sep 20, 2021
    Congratulations to all the highest scoring achievers and to all our successful students at our partner universities
    Read more
  • Turnover tsunami_700

    How to weather the 'turnover tsunami'

    Sep 17, 2021

    Globally, workplaces are being hit by higher than ever staff turnover, with the associated staff shortages and hiring costs. How can managers effectively retain talent?
    by Sophie Mackenzie

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  • climaterisk700 copy

    Climate Risk Certificate

    Sep 13, 2021
    Simon Thompson, chief executive of the Chartered Banker Institute, introduces the new Climate Risk Certificate, developed by the Chartered Body Alliance
    Read more
  • ICG-CISIAug21700

    Insights Review by ICG: August 2021

    Sep 10, 2021
    The August 2021 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
    Read more
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