The Review

How to recognise an elephant

Clive Menzies, Chartered FCSI, deputy chairman of the CISI Wealth Management Forum and coordinator of the MacroRisk Connect Programme, explains the value of co-creative learning

CISI Educational Trust sponsored project – Liverpool

September 2017 marks the start of the fifth academic year that the CISI Educational Trust has sponsored an educational programme in Liverpool, and the success of the programme goes from strength to strength
by Anne Chisholm, CISI regional education development liaison executive

Careers in Investment Management Insight Conference 2017

The CISI’s Careers in Investment Management Insight Conference 2017 was held recently at BNY Mellon in Piccadilly Gardens, Manchester

Seven top tips for managing your manager

Ensuring a positive working relationship between you and your manager is a win-win situation. The simple tips listed here will help you, your manager and your team

Getting into finance with the CISI's Insight events

In October 2015, the CISI’s employer outreach programme continued with two Insight events for students studying CISI qualifications in school and college

Grey matters ethical dilemma: Unexpected rewards – the verdict

A new bank loyalty scheme has wrongly credited millions of travel miles. Staff have taken advantage. What should the bank do?

Management fundamentals: three tips for new managers

Management – a fabulous opportunity to advance your career, but also a challenging responsibility. What steps can you take to ensure you make it a successful career move?

Speak Up dilemma: A question of reputation – the verdict

All is not what it seems when a Marketing Director joins a firm which appears to be highly rated by its customers

City view: Is the presumption of innocence being stood on its head for bankers?

On the 800th anniversary of the signing of the Magna Carta, that seminal event in the development of British justice, it is perhaps inevitable that the impact of any significant changes to the law or regulation which are made this year will be compared with the impact of that moment

Describe yourself in three words…

Job interviews can be the stuff of nightmares – but only if you’re not properly prepared. Iona Bain, financial journalist and blogger, offers some advice on the perils and pitfalls that can befall you, and suggests some possible solutions

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

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