Working with
Sharia Investors

The bfinance team works with Sharia/Shariah investors around the globe. We have Islamic clients located in the Middle East, South-East Asia and Australia. These institutions–including Pension Funds, Endowments, Family Offices, Wealth Managers, Development Banks and others–have very different needs and take a variety of approaches to Sharia investing.

Accessing the full range of Sharia opportunity

The space of Sharia-compliant investment options has grown significantly, encompassing both public and private markets. However, despite this expansion, many Sharia investors still encounter limited visibility and accessibility.

Sharia-compliant private market investing

In private market strategies—such as Sharia-compliant private equity, infrastructure, and real assets—managers are increasingly willing to create tailored investment vehicles, especially where sufficient seed capital is provided. However, in more specialised asset classes like Sharia-compliant trade finance and Islamic equipment leasing, visibility remains a challenge, particularly due to limited coverage by mainstream databases and consultants.

Public markets and Islamic finance

Public market investments (such as Sharia-compliant equities, Sukuk, and Islamic REITs) offer higher transparency. However, many conventional data sources still fail to reflect the full spectrum of available Sharia investment providers. Fortunately, a growing number of asset managers now offer Sharia screening and are willing to adapt flagship strategies to meet Islamic investment requirements.

Core services for Sharia investors

At bfinance, we seek to blend global perspective—drawn from working with a diverse range of sophisticated clients—with Sharia experience in order to provide highly appropriate solutions for Islamic investors.

Sharia manager research and selection

The most popular bfinance services for Sharia investors have been manager search and selection and strategic asset allocation. In manager search, clients have been able to obtain a high degree of visibility on the opportunity set—including existing funds, customised portfolios and potential new launches. The team has helped to facilitate seed investment and advised on Sharia governance. Where the manager is offering a customised portfolio, researchers provide careful scrutiny of ‘carve-out’ track records to assess representativeness.

Strategic asset allocation and portfolio design

In strategic asset allocation / strategic portfolio design and risk analytics, models are developed through Sharia-specific analysis, with tailored capital market return and risk expectations. We believe that assessments should be based on asset classes and strategies that are accessible to Sharia investors and strategy development should reflect an understanding of the viable opportunity set which is available today for Sharia-compliant implementation. Other key services for this client group include operational due diligence and fee reviews.

Latest case studies

A leading Sharia-compliant wealth management firm within the Gulf region, serving high-net-worth...

The asset owner appointed bfinance to re-tender the European and Global equity sleeves of a...

A Middle Eastern endowment engaged bfinance to assist in refining its Shariah-compliant Strategic...

A Middle-Eastern financial institution was seeking to create a new public equities product for its...


Latest insights from the team

Operational due diligence for Sharia-compliant investments

Operational robustness is especially critical in Sharia investment environments, where the integrity of the investment process must align with both financial and ethical standards. At bfinance, our Operational due diligence (ODD) services are designed to give Sharia investors confidence in the infrastructure, processes, and governance of their chosen investment managers.

Fee reviews for Islamic investors

Sharia-compliant investment structures can sometimes involve additional layers of oversight or complexity—whether due to the need for Sharia certification, custom structuring, or more active governance. These elements can affect fee structures, making fee transparency and cost efficiency even more vital for Islamic investors.

Why choose bfinance for Sharia investing?

  • Experience: Decades of experience serving sophisticated investors, including a growing number of Islamic institutions
  • Customisation: Every portfolio is tailored to reflect your values, goals, and compliance requirements
  • Global Reach: Access to a broad network of conventional and Sharia-specialist managers across markets

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