Finispia - Halal ETF Screening

Who can use this service: Fund manager, asset manager willing to check how close their current offering to be marketed for Islamic investor. Sometime your ETF is too close to be halal and you are few steps from opening the door to new customer and larger audience. Try our solution ! How a stock/ ETF is considered as Halal? To be considered as halal or to qualify as compliant to Islamic finance and Islamic investment rules, the stock should pass 2 sets of tests: activity test AND some other quantitative tests. Under activity-based test, business related to some sectors are excluded such as: Alcohol, Tobacco, Pork, Adult Entertainment, Conventional Financials, Gambling / Casinos, Weapons, etc. Under quantitative tests we examine ratio such as liquidity, receivables, and debt. Is the test result reliable? Finispia provides results based upon five mainstream Islamic investment methodologies including: DowJones, Standard & Poors, FTSE, MSCI and AAOIFI. Those standards are endorsed by reputable and globally renowned scholars. However, chance of error is possible, and we do our best to minimize it. Please check Finispia term of use of more details. What is Stock Screening? Stock screening is the process of filtering the investment universe (the list of available stocks) to a small list of equities that passes specific characteristics that investors are looking for.

搜集汇总

背景与挑战

背景概述

该数据集为基金和资产管理人提供ETF的伊斯兰金融（Halal）合规性筛查服务，通过活动测试排除特定行业（如酒精、烟草等）并结合流动性、债务等定量指标进行评估。其数据基于五大主流伊斯兰投资方法论（如DowJones、MSCI等），并得到全球学者认可，但可能存在误差，建议参考使用条款获取更多细节。