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    Insights Review by ICG: May 2018

    The May 2018 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
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    Ask the experts: Demystifying the ‘shoring’ process

    In an increasingly globalised world, the operations of financial services firms is no longer confined to one nation. Companies need to expand, near and far. Karena Vaughan, founder and managing director of Catalina Consulting, explains this process
    by Jake Matthews
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    End-of-year tax planning: a checklist

    Eight things to check before the end of the financial year
    by Heather Connon
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    Breaking down the Budget

    Seven announcements from the Budget that will affect financial planners
    by Tony Wickenden, joint managing director, Technical Connection
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    Review of Financial Markets: Q2 2017

    The Q2 2017 edition of the RoFM, edited by George Littlejohn MCSI, senior adviser to the CISI, features research and analysis related to wealth management, capital markets and banking
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    Change: buy-side asset managers – regulatory developments May 2017

    Gerard Dique MCSI, senior compliance officer at AXA Investment Managers Real Assets (UK Compliance), with the help of his intern Alexis Vanchieri, outline some important topical points
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  • Review of Financial Markets: July 2016

    The CISI's academic journal features research and analysis related to wealth management, capital markets and banking
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    Property over pensions for young people, finds poll by the CISI and MRM

    Saving for a property is more important than saving for a pension amongst young people, according to joint research conducted by the CISI and financial services consultancy MRM

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    Plenty to report

    From leading a professional services giant to inspiring future generations to work in finance, David Cruickshank wears many hats as Global Chairman of Deloitte
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    Understanding performance fees

    Performance fees in asset management are a complex area, impacting the prices of both open-ended funds (unit trusts or OEICs) and close-ended funds (like hedge funds). Gautam Joshi, currently studying for the CISI’s Investment Operations Certificate, throws light on how performance fees work

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    Home-land?

    The price of land and housing has caught the public’s attention – ranking top of the issues which Londoners cared about going into the election. CISI student members recently received a unique insight into the debate from Alex Hilton, Director, Generation Rent

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  • Reading the fine print

    The Financial Conduct Authority recently hit some of Britain's banks with huge fines for manipulating the FX market. But how are these calculated, are they justified and will they have the desired effect? asks the Review Consultant Editor Andrew Davis
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  • Big data, big answers?

    From forecasting the weather to predicting the economy, the power of big data needs to be utilised. A forthcoming CISI event will probe how far big data can go to protect capital markets, and the opportunities its proper management presents.
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  • Polling numbers: Why there may be bubble trouble ahead

    Data crunching by industry analysts suggests the latest market bubble is likely to burst shortly after the next US presidential election, warns Christopher Adams, Markets Editor at the Financial Times. We highlight the key numbers behind the gloomy forecast
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  • The real deal?

    Pfizer's attempted takeover of AstraZeneca hit the headlines recently, but was the bid a sign of a wider upturn in M&A activity, and what role are investment banks playing in making deals happen?

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  • Word on the web: Mortgage lending

    The Bank of England’s Financial Policy Committee has announced measures to constrain banks’ ability to make riskier mortgage loans, but what impact will they have?
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