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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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Sections
  • 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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  • remote invigilation - 700

    I took a remote exam and here’s what happened

    Mar 15, 2023
    With facial recognition software and an online invigilator observing my behaviour, and a chat system that came to my rescue, I felt supported during a robust process
    by Lauren Johnson, CISI copywriter 
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  • CFO-review-header-2 - 700

    Annual awards 2023: Corporate finance and operations winners

    Mar 13, 2023
    Three high achievers share their tips and tricks and talk about the career boost that their qualifications have given them
    by Lauren Johnson, CISI copywriter 
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  • artificial intelligence CPD image 456 - 700

    Let’s talk about AI

    Mar 10, 2023
    Stay up to date with our introduction to AI in our recently upgraded Professional Refresher
    by Lauren Johnson, CISI copywriter 
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  • esg_fund_cost_700

    In the news: ESG funds prosper and fees gap narrows

    Mar 9, 2023

    Money going into ESG funds soars but there are ongoing debates around what is included in such products
    by Brian Gorman

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  • Outsourcing-part-2_700

    Automation driving shift from outsourcing to in-housing

    Mar 9, 2023

    With the right technology, financial companies may find it cheaper and more efficient to keep certain processes in-house
    by Peter Taylor-Whiffen

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  • WMFP-review-header-2 - 700

    Annual awards 2023: Wealth management and financial planning winners

    Mar 8, 2023
    Trailblazing professionals share their plans and ambitions after achieving exceptional results in their exams ahead of our ceremony on 29 March
    by Lauren Johnson, CISI copywriter
    Read more
  • inflation-metrics_700

    Ask the experts: Inflation metrics

    Mar 7, 2023

    Christopher Payne, a statistician, and head of consumer prices development at the Office for National Statistics, delves into the composition of inflation metrics and asks if we can really trust the data
    by Dan Atkinson

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  • AdobeStock_481247438 - 700

    Jersey Finance Insight Day: Digital assets

    Mar 3, 2023
    Our second preview for the school students’ event on 9 March looks at trading in financial markets with a crypto execution trading professional 
    by Lauren Johnson, CISI copywriter 
    Read more
  • career-stalled_700

    What to do when your career stalls

    Mar 3, 2023
    Experts give their top tips on how to rejuvenate your career prospects
    by Brian Gorman
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  • women_700b

    Redressing the imbalance

    Mar 2, 2023

    Studies show a disparity in levels of financial confidence between genders. Gill Wadsworth explores what financial planners can do to address this

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  • greenwashing700x385

    Jersey Finance Insight Day: Greenwashing and transition companies

    Feb 27, 2023
    As part of a series of previews for our event on 9 March, we speak to two experts about their planned session on responsible finance
    by Lauren Johnson, CISI copywriter 
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  • CR-review-header-2 - 700

    Annual awards 2023: Compliance and risk winners

    Feb 24, 2023
    Three of our top exam performers tell us about their journey and motivation
    by Lauren Johnson, CISI copywriter 
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  • bondetfs_700

    Bond ETFs attract record flows as market rebounds

    Feb 24, 2023

    Exchange-traded funds are among the beneficiaries as fixed income recovers from the slump of 2022
    by Brian Gorman

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  • Consumer-duty_700

    Ask the experts: Consumer Duty

    Feb 21, 2023

    Andrew Jacobs, a lead consulting partner at legal services business DWF, shares his views on the FCA’s upcoming Consumer Duty rules and what firms should be doing to prepare
    by Fred Heritage

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  • accamain700

    Accounting for a better world

    Feb 20, 2023
    Everyone has a role to play in changing business for the better, says Stephen Shields, director, partnerships and recognition, at the Association of Chartered Certified Accountants (ACCA)
    Read more
  • Neurodiversity_700

    Celebrating neurodiversity

    Feb 17, 2023

    In advance of Neurodiversity Celebration Week 13–19 March 2023, we look at some of the many benefits of a truly inclusive workplace culture
    by Brian Gorman

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