What is Halal Investing

Halal investing is a type of ethical investment governed by Islamic principles laid down in the Qur’an and Sunna, the two primary sources of guidance for Muslims. The underlying principles of halal investing dovetail very closely with socially responsible investing. Socially responsible investing (SRI) typically includes environmental and human rights screens which halal investing could include, even though most halal mutual funds do not.

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Shari’ah SRI Compliance

Investments allowed under the ethical rules of Islam, those which are considered Shari’ah-compliant, share many of the restrictions generally attributed to ethical or socially-responsible investing.

The four most prevalent screens used by socially responsible investment firms are also an included in the screens for Shari’ah-compliance. The similarities between Shari’ah-compliant investing and ethical investing provide an opportunity to use Shari’ah-compliant screens as a base for other ethically-based investment strategies requested by our clients.

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Investment Philosophy

Rubicon Global Halal Advisors is an advisory firm which provides Shari’ah-compliant and ethical portfolio management. Our investment team has managed investment portfolios for individuals and institutional investors through multiple market environments since 1991.  Its management team has over 40 years experience in the financial services industry.

Shari’ah-compliant investing is one of the fastest areas of growth within the financial industry, estimated to be growing at around 15 percent per year. It presents Muslims with an opportunity to invest according to the guidelines of their faith. For non-Muslims, the similarities of Islamic investing with Socially-Responsible Investing (SRI) provides a base from which other models of ethical investing can be tailored according to individual client needs.

Portfolio Balancing

Rubicon Global Halal Advisors uses five trading platforms: Conservative Balanced, Balanced, Equity-Tilted Balanced, and Equity.  In addition, Private Equity/Venture Capital is available to accredited investors.

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