The CISI is the professional body of choice for professionals in capital markets, corporate finance, compliance, risk, financial planning, Islamic finance, operations and wealth management in the UK and in a growing number of major financial centres globally. Formed in 1992 by London Stock Exchange practitioners, the CISI has a global community of more than 40,000 members in 116 countries and in 2015 more than 40,000 CISI exams were sat in 80 countries. The Institute’s mission is to set standards of professional excellence and integrity for the securities, investment, wealth and financial planning professionals, providing qualifications and promoting the highest level of competence to its members, other individuals and firms.
The Investor Forum’s purpose is to position stewardship at the heart of investment decision-making by facilitating dialogue, creating long-term solutions and enhancing value. It has two core objectives - to make the case for long-term investment approaches and to create an effective model for collective engagement with UK companies. To meet its objectives the Forum focuses on three key activities: Collective Engagements between institutional investors and individual companies; Stewardship & Strategy Forums which are pro-active company events with key investors combining both stewardship and strategy agendas, and; Stewardship 360 Events which are selective events to encourage open dialogues in order to develop best practice in long-term investment and stewardship across the investment chain. We are a community interest company with 46 Members who have over £700bn invested in UK equities, representing 30% of the FTSE All-Share market capitalization. We believe that the practitioner experience of the team, combined with our comprehensive collective engagement framework, are essential ingredients to facilitate successful engagements.