Sharia Compliance
We build client portfolios from securities and structures that meet our Islamic investment criteria, reviewed by our Sharia advisor.
A screening methodology informed by selected AAOIFI principles
Our screening methodology draws from selected AAOIFI principles and applies the firm’s stated business-activity and financial-ratio criteria. Sharia standards and interpretations may differ among scholars and organizations. Companies are evaluated against those criteria and monitored for changes over time. Business activity screens review revenue from non-compliant sources. Financial ratio screens assess interest-bearing debt and liquidity levels. The process is designed to support investment decisions that honour Islamic values and long-term financial goals.
Sharia-advisory rooted in Islamic scholarship and understanding of finance
Shaykh Umer Khan serves as Sharia Advisor to ShariaPortfolio. He holds advanced credentials in both Islamic scholarship and Islamic finance, including an alim degree, an ifta’ (license to give fatwa) from Darulifta Birmingham, and a Master’s in Finance from Wharton. He researches and writes fatwas for institutions and is an executive member of the Fiqh Council of North America.
Sharia Screening Framework
A screening process designed to apply our Sharia investment criteria
FAQs
No. Sharia screening does not remove market risk or guarantee any investment result. All investments involve risk, including possible loss of principal.
Not necessarily. Interpretations of Sharia may differ among scholars and jurisdictions. References to “Sharia-compliant” or “halal” reflect ShariaPortfolio’s criteria and understanding of Islamic investment principles, informed by qualified Sharia advisory guidance.
The methodology is informed by AAOIFI standards and applies defined business activity and financial ratio screens. The process is reviewed by a qualified Sharia advisor.
No. Website content is for informational purposes only. Clients should review disclosure documents and consult qualified professionals for personal tax, legal, or religious guidance.
Sharia screening is based on ShariaPortfolio’s stated methodology and criteria. Screening standards and interpretations of Sharia may differ among scholars and organizations, and screening does not guarantee any investment outcome. Clients should consult their own religious adviser as appropriate.
