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Global Borsa Updates FY 2023 (and Q1)

Update to our Islamic investment indices

MR Wahdy

Jan 30, 2023

Happy Monday!
We have completed our updates for FY 2023 and Q1 2023 for Global Borsa Equities, Global Borsa Preferreds, and Global Borsa Sukuk for our Islamic investors.

For background, the Borsa series of indices are lists of equities, preferred shares, and sukuk that meet shariah-compliant screening. Our approach to shariah-compliance combines an industry filter with an interest-income filter. We also present the IdealRatings results, as an alternative filter to our own.

Updates to Borsa Global Equities
(1) Updated list to over 1400+ names accessible to US investors.
(2) Added Microsoft Data to provide price quotes and links to additional information.
(3) Include a primer on equity factor; and,
(4) Include a simple price target calculator.

Updates to Borsa Global Preferreds and Sukuk Q1 2023
(1) Updated quarterly — most preferreds can be accessed through retail brokerage accounts, but do reach out if you need assistance.
(2) Sukuk trades must be placed with brokers that can access London markets. We provide a sukuk service at 20bp annually.

Best regards,
Muhammad Wahdy

Borsa Global Sukuk Q1 2023

57.1KB ∙ XLSX file

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Borsa Global Preferreds Q1 2023

38.4KB ∙ XLSX file

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Borsa Global Equities Fy2023

2.17MB ∙ XLSX file

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