THE REVIEW

Disparate investment and regulatory approaches towards environmental, social and governance investing are ramping up complexity for investment managers and advisers. What progress has been made in establishing a taxonomy for sustainable activities?
by Paul Bryant

Being kind and understanding might sound obvious but it goes a long way 
by Bethan Rees

While progress has been made towards more effective stewardship, the overall evidence on whether and how it is happening is mixed. Guy Jubb, an honorary professor at the University of Edinburgh Business School, sheds light on the state of global stewardship

Read the CISI's verdict and readers' comments on the ethical dilemma that appears in the July 2019 print edition of The Review

Lifetime mortgages are an option for asset-rich, cash-poor clients who might be struggling to fund later life objectives. Where does consideration for them fit into a financial planner’s relationship with clients?
by Gill Wadsworth

Whichever measure you look at, China is way out in front when it comes to the technological revolution
by Anthony Hilton FCSI(Hon)

The October 2019 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now

The October issue of Review of Financial Markets (RoFM) features analysis of the difference between US and European venture capital funds; a look at the role and purpose of finance in the Fourth Industrial Revolution; and more
Edited by George Littlejohn MCSI, senior adviser to the CISI

Regulators who want to learn the lessons of the LF Woodford Equity Income Fund suspension must consider a combination of two potential causes: portfolio liquidity and portfolio concentration
by Andrew Davis