Overview

IdealRatings Islamic finance solutions gives the confidence and transparency necessary to launch and mange Shariah funds.

IdealRatings offers state of the art Islamic finance solutions for both conventional and Islamic banks to support the front- and middle-office of global tier 1 institutions. IdealRatings has clients and partners in the United States, Europe, and Middle East region (managing global Shariah compliant funds such as: a Kuwait fund, a Saudi Arabia fund, a UAE fund, a Bahrain fund, a GCC fund, or a Middle East fund).

Institutions we serve

• Asset Managers
• Index Providers
• Brokers/Dealers

Asset Managers

IdealRatings provides a global equity screening and risk fund management service for Shariah compliant funds using proven state of the art technology, backed by a dedicated research team.

Dynamic: Asset Managers managing Shariah compliant funds uses IdealRatings service to be always up to date: IdealRatings’ data is daily updated, enabling you to take advantage of new investment opportunities immediately, no more waiting for a Shariah compliance approval cycle that may make you miss the opportunity window.

Non permissible revenue: IdealRatings research team tracks non permissible revenue and answers complex questions with regards to what the revenue from non allowed business activity for any company is.

Multi Rule Book: IdealRatings provides you with the ability to manage institutional investors with different Shariah rulebooks and investment guidelines.

Auditing: Your Shariah board will be confident your Shariah fund is abiding by the rules, you’ll be able to monitor Islamic fund compliance at any frequency your board determines appropriate, compliance was usually a quarterly process, but scholars are now demanding compliance reports over shorter periods. With IdealRatings, you’ll be able to generate daily compliance reports that will satisfy even the toughest boards.

Purification: Instead of creating and managing the complex spreadsheets for purification, IdealRatings’ accurate purification reports are generated for any time period of your choice, eliminate human error, and improve your team’s efficiency.

Investment Ideas: Use IdealRatings’ unique Analytics to quickly discover market movers globally, Shariah compliant investment, stocks and sectors are displayed in an intuitive format that enables you to pinpoint Islamic investment opportunities anywhere in the world.

Universe creation: After you’ve designed and tested your Islamic investment strategy, you can import your target portfolio into IdealRatings’ service and immediately track the compliance status of the companies you chose, or you can select your universe’s criteria using our powerful filtering engine to choose from 35,000+ equities in 95 countries, to input to your models.

Back testing: IdealRatings provides you with the ability to back test your conventional funds to track your performance as if these funds where Shariah compliant funds. Your analysts can provide you with the performance back testing required by your investors, use IdealRatings to perform Shariah compliance back testing.

Investor due diligence: Instantly respond to your investors’ questions on specific companies, 1 click to get instant analysis on any company, and if need be, our research team can deliver detailed analysis.

We’ll work with your team from the pre launch stage, and throughout the life of the Shariah fund to insure that the Shariah compliance aspects of the business satisfy the requirements of your investors. And because IdealRatings supports an unlimited number of rulebooks, you can launch new funds with different rulebooks without increasing your operational costs, scale your AUM and leverage your Shariah investment professionals with no concerns over having to hire more compliance staff.

Planning to launch a Shariah compliant Fund, IdealRatings solution helps you launch your Fund successfully by answering several questions, to list a few:

• Would our strategies work for Shariah compliant investors?
• What type of investors should we be targeting and how to access them?
• How do we find/appoint a Shariah scholar/board?
• How do we establish a rulebook?
• What is the Shariah compliant universe?
• How do we monitor compliance of investments on a regular basis?
• How do we get the fund certified as Shariah compliant?
• How do we control the purification process?
• What systems need to be put in place to support Shariah compliance?
• What organizational and logistic aspects need to be addressed?

Shariah board: IdealRatings is approved and used by the most known scholars in the Islamic banking world; we can help you recruit a Shariah board that your investors know and trust.

Index Providers

IdealRatings works with your index team to support the preparation, launch, and reconstitution processes of the Shariah compliant version of your index to reduce your training requirements and time to market.

Universe creation: Import your existing indices into IdealRatings’ software and immediately calculate the compliance status of their constituents, or select your index universe’s criteria using our powerful filtering engine to choose from 35,000+ equities in 95 countries, for ingestion in your index management platform.

Non permissible revenue: IdealRatings research team tracks non permissible revenue and helps answer complex questions with regards to what the revenue from non allowed business activity for any company is.

Auditing: Monitor index compliance at any frequency your board determines is appropriate. With IdealRatings, you’ll be able to generate daily compliance reports.

Purification: Deliver timely, accurate purification reports to your clients using IdealRatings’ purification reports, generated for any time period of your choice, eliminate human error, and improve your team’s efficiency.

Brokers/Dealers

Individual investors are looking for a credible and easy to use way to trade Shariah compliant stocks, as a brokerage firm, the opportunity to offer these clients a proven compliance checking solution is substantial.

IdealRatings enables you to enhance Your Brokerage Services to:

• Provide your clients with the ability to identify and monitor Shariah compliance for 35,000+ securities in 95 nations
• Expand customer base by supporting multiple rule books
• Increase Revenues: Offering instant compliance status to your customers enables you to capitalize further on your existing customer relationships, and to grow your customer base with a popular differentiated service.