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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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  • streaming_700

    In the news: Streaming services

    Aug 12, 2022

    With the number of new Netflix subscribers declining for the first time in a decade, what’s next for the fast-changing streaming platform sector? 
    by Fred Heritage

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  • Iain Saville700

    Iain Saville CBE FCSI(Hon)

    Aug 10, 2022
    Iain Saville, who died on 11 July, was the mastermind behind the development and installation of CREST, which heralded a major improvement in the settlement process for UK securities
    by Scott Dobbie CBE FCSI(Hon)
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  • Constructive_700

    How to disagree successfully with colleagues

    Aug 5, 2022

    It may sound incongruous, but successful disagreements can be constructive
    by Fred Heritage 


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  • EdTrust700

    Working with schools and colleges

    Aug 2, 2022

    The CISI Educational Trust has continued its educational and equity focused work over the past academic year, with great results
    by Matthew Bolton, CISI teaching & learning specialist 

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  • burnout700

    In the news: Burnout

    Jul 29, 2022
    One in three UK bosses is on the brink of burnout, according to new research
    by Eve Reed

     

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  • ICG-CISI22-3 700

    Insights Review by ICG: edition 3-22

    Jul 29, 2022
    The third Insights Review edition for 2022, produced by Internal Consulting Group, is out now
    Read more
  • cisi-bham-2022-700

    Birmingham annual dinner celebrates the city and CISI exam achievers

    Jul 22, 2022

    Guests contributed £1,275 to Birmingham Children’s Hospital at the event, held at Edgbaston Cricket Stadium on Thursday 23 June

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  • weekly_700

    How to deal with common leadership challenges

    Jul 22, 2022

    With the right tools, approach and mindset, even inexperienced leaders can be successful
    by Fred Heritage

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  • onboarding_700

    The onboarding tightrope

    Jul 18, 2022
    Financial services firms need to find a balance between a smooth onboarding experience for clients while complying with a growing list of rules
    by Len Williams
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  • XXXX_700

    In the news: Travel turbulence

    Jul 15, 2022

    With holidaymakers facing a frustrating summer of flight cancellations and delays, how are insurers, airlines and other travel industry stakeholders faring?
    by Eve Reed and Jasmin Southgate  

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  • reference-checks_700

    How to respond to reference check requests

    Jul 8, 2022

    Proceed with caution
    by Fred Heritage  

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  • 2022-700

    Belfast dinner in aid of Alzheimer’s Society

    Jul 7, 2022

    John Campbell, BBC Northern Ireland's economics and business editor, was guest speaker at the event, held at the Merchant Hotel on 9 June 2022

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  • Simon700

    Profile: Living through an era of dramatic change

    Jul 6, 2022

    CISI CEO Simon Culhane, Chartered FCSI, reflects on his career and the transformations he has witnessed over the past 40 years
    by Len Williams

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  • conflicts-of-interest_700

    Conflicts of interest in the spotlight

    Jul 1, 2022

    Recent FCA penalties have highlighted the importance to firms of conflict-of-interest avoidance, management and disclosure, as discussed at a CISI Compliance Forum Committee event in February 2022
    by Sophie Mackenzie

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  • new-joiners_700

    Challenges facing new joiners

    Jun 29, 2022

    What’s it like entering the financial services sector these days? New joiners talk about their experiences as firms step up to meet the challenge of attracting talent from diverse backgrounds
    by Tim Cooper

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  • Liverpool2022-700

    Deep pockets at first annual dinner in Liverpool for three years

    Jun 29, 2022

    The Liverpool, Chester and North Wales annual dinner 2022 yielded a staggering £8,310 for the Owen McVeigh Foundation

    Read more
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