The Review

How to recognise an elephant

Apr 4, 2018

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

Sep 29, 2017

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

Apr 4, 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

Feb 26, 2016

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

Nov 19, 2015

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

Sep 7, 2015

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

Jul 13, 2015

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

Jul 9, 2015

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?

Jun 17, 2015

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…

May 7, 2015

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

May 5, 2015

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?

May 4, 2015

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

Cartoons and swimming can aid financial services professionals. Yes, really

Mar 30, 2015

Professionals from sport, art and military backgrounds are sharing their experiences of reacting to stress, setting goals and engaging people with their financial counterparts

Fund managers engaging in social good?

Mar 3, 2015

The investment community is exhibiting growing interest in sustainable investing – backing projects which achieve social good and produce acceptable returns. Dr Arjuna Sittampalam, Chartered MCSI asks whether this marks a turning point

Keeping up with wealth management

Feb 16, 2015

Wealth management is changing. Here are ten things you need to know about the industry in 2015

Five top tips for professional development

Jan 19, 2015

Professional development is essential for those aiming to get ahead. Follow five simple steps to make sure you stay on top of your CPD