The Review

First person: A changing investment climate

ESG performance is climbing up the investor agenda as more shareholders take action on climate change and the transition to a low-carbon economy starts to look less risky
by John Plender, photography by Financial Times

First person: Pick and mix

It is not surprising that things go wrong in British companies – the continued lack of diversity in our boardrooms is leading to ‘groupthink’
by Anthony Hilton FCSI(Hon)

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

City view: Maslovian hierarchy of saving

CISI CEO Simon Culhane, Chartered FCSI, explains why paying a flat percentage into a pension fund isn’t necessarily the best option. Sometimes hares do win over tortoises

First person: Shares for the long term

Conventional investment wisdom dictates that you should ‘grin and bear’ short-term share price pain for long-term gain. But is this actually the case?
by Anthony Hilton FCSI(Hon)

First person: The revolution is coming

The financial sector has experienced technology-driven change before but fintech is something different; it has the potential to disrupt the entire competitive landscape overnight
by Anthony Hilton FCSI(Hon)

Grey matters ethical dilemma: Warn or weed out? The verdict

Read the CISI's verdict and readers' comments on the ethical dilemma that appears in the Q3 2017 edition of The Review

Grey matters ethical dilemma: Trust in conflict

Philip must balance his role as a trustee and a financial adviser to the trustees, with the responsibility to act in the best interests of his long-standing client. How should Philip proceed?

First person: A world without analysts

Some forecasts say that only a third of analysts will still be employed two years after the revised Markets in Financial Instruments Directive (MiFID II). The Review columnist Anthony Hilton FCSI(Hon) asks what this new world look will look like

What is a reputation for?

Reputation is a mark of quality in all aspects of business, and it should set off alarm bells when it slips
by Anthony Hilton FCSI(Hon)

Educating pension holders

In the wake of auto-enrolment, employers could be best placed to teach a new generation about the importance of saving for their future
by Andrew Davis

First person: Innovate or die

The Review columnist Anthony Hilton FCSI(Hon) explains why companies find it so hard to innovate in a technological era

Last word: A lesson from the past about predicting the future

If the demise of Equitable Life taught us anything, it’s that predicting the future is one thing, but knowing how to respond to it is quite another, says The Review columnist Andrew Davis

A profession evolves

After two-and-a-half decades of exciting – and often tumultuous – change, the UK’s financial services sector is a great deal more professional. Anthony Hilton FCSI(Hon) sets the macro scene, while CISI CEO Simon Culhane, Chartered FCSI; Sir Alan Yarrow, Chartered FCSI(Hon); Scott Dobbie CBE FCSI(Hon) and Graham Ross Russell FCSI(Hon) consider the CISI’s own development

City view: My word is still my bond

As it has done since its inception 25 years ago, the Institute will continue to develop and promote high professional, educational and ethical standards for the benefit of its membership and the wider public

Making the jump from coaching to mentoring

Jacqueline Lockie CFP^TM Chartered FCSI, CISI deputy head of financial planning, talks about her experiences with mentoring and coaching