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Shariah

FTSE Yasaar

Total assets denominator. Asset-heavy companies look very different here.

FTSE Yasaar switches the denominator from market cap to total assets. This is a meaningful change. Brand-rich companies like Nike or Apple often pass market-cap-based screens but fail asset-based ones because their market cap dwarfs their physical asset base.

What it is

FTSE Russell partnered with Yasaar Limited (a UK-based Islamic finance consultancy) to build a Shariah methodology that uses total assets as the financial denominator.

Why total assets?

Some Shariah scholars argue that total assets is a more stable and intrinsic measure of a company's financial structure than market cap, which can swing on sentiment. Yasaar adopted this view.

Practical implications

Apple passes AAOIFI, DJIM, and S&P Shariah easily, but fails FTSE Yasaar because its $3.8 trillion market cap is far larger than its ~$360 billion asset base. The cash-to-assets ratio comes out high.

Financial ratios

  • Interest-bearing debt / Total assets< 33.33%
  • Cash and interest-bearing securities / Total assets< 33.33%
  • Accounts receivable / Total assets< 50%
  • Non-permissible income / Total revenue< 5%

Who uses it

  • FTSE Shariah Global Equity Index
  • Several UK and Asian Islamic funds

Sources

  • FTSE Russell Yasaar Index Methodology
  • Yasaar Limited research papers
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