Introduction
The shariah-compliant fund industry is witnessing rapid growth both in the number of shariah compliant funds on the market and the value of assets under management. Yet establishing an Islamic Fund which meets both the needs of the market and complies with the complex set of rules and principles prescribed by shariah law can be a time consuming, involved process that differs significantly from conventional fund management. Furthermore, marketing a new Islamic fund to shariah compliant investors in new markets can present additional and unanticipated challenges to the conventional fund manager.
This unique case study-driven workshop has been specifically designed to provide delegates with a start to finish guide to structuring and managing an Islamic investment fund effectively and in accordance with the Shariah, and provide crucial insights into marketing to shariah compliant investors and GCC markets. |
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The Benefits Of Attending
• Explore the fundamental principles of Islamic equity management
• Understand current trends in shariah compliant fund management
• Learn how to ensure an investment fund complies with the requirements of the Shariah
• Uncover insights from real life case studies
• Position yourself to tap into the growing appetite for shariah compliant investing
• Understand investment screening and purification processes
• Identify the relevance of research based screening
• Gain practical and system based screening experience
• Take away vital tools to support you in managing and evaluating the performance of Islamic funds |
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Who Should Attend
• Asset/Fund Managers
• Fund Administrators
• Lawyers
• Investment Consultants
• Shariah Officers
• Researchers |
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Agenda
Fundamentals
• Introduction to Islamic Fund Management
• Trends in the Industry
Establishing a Successful Islamic Fund
• Requirements
• Processes
• Case Studies
• Reaching an Islamic Investor Base in the GCC
Islamic Fund Management
• Conventional Portfolio Management
• Shariah Requirements
• Shariah-compliant Portfolio Management Process
• Role of Shariah Scholars
• Alternatives for Compliance Evaluation
Shariah Screening
• Introduction to Shariah Screening Principles and Legislations
• Survey of Shariah Screening Norms in the Industry
• Comparative Analysis of the Norms
• New Trends in Shariah Screening
• Automated versus Research-based Shariah Screening Case Studies
Purification
• Definition and Reasoning
• Purification Process
• Review and Analysis of different Purification Practices
Islamic Fund Management in Practice
• Conventional versus Shariah Funds during the Financial Crisis
• Case Study Shariah Screening and Purification
• Use of a Shariah Screening System |
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Meet Your Specialist Workshop Directors
Dr. Shehab Marzban, Product Development Director and Head of Research, Ideal Ratings
Mohamed Donia, CEO and co-founder, Ideal Ratings |
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