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Failaka Advisors provides articles and other reference materials below as a general service to viewers interested in learning more about Islamic investing and finance. To suggest a resource or submit an article for our listings, send us an email, attaching the file or sending a hyperlink. For more information, call us at (312) 674-4838.
FAILAKA MARKET COMMENTARY
Proprietary analysis by Failaka Advisors
Smyth, Mark J. "Islamic Funds Come of Age." Middle East Banker. November 2006. 28-30.
Smyth, Mark J. "Looking East." Islamic Business & Finance. December 2006. 12-13.
Smyth, Mark J. "Retail is the Key." Middle East Banker. December 2006. 29-30.
RESEARCH PAPERS & PRESENTATIONS
Submissions from experts & institutions
Islamic Finance (General)
Chammas, Ghassan. "Islamic Finance Industry in Lebanon: Horizons, Enhancements, and Projections." Paper presented to the Ecole Supérieure des Affaires," ESA-Beirut. June 2006.
Cui, Carolyn. "Why A Fund's Piety Is Now Paying Off: Islamic Principles Help Amana Income Avoid Banks, Other Risky Bets." Wall Street Journal. 19 Nov 2007.
Khan, Aamir. "Developing Shariah-Compliant Products & Services to Fit Today's Market." January 23, 2002.
Moghul, Umar F. "Introduction to Islamic Finance." Publication of the Federal Reserve Bank of Boston. Summer 2006.
Morais, Richard C. "Don't Call It Interest." Forbes. International Investing Guide: The Middle East. (25 Jul 2007) 122-.
Islamic Funds & Investing
Al-Rifai, Tariq. "Islamic Equity Funds Workshop." October 6, 2003.
Clark Johnson, Douglas. "Islamic Asset Management: Beyond the Thobe." Publication of Calyx Financial. New York. 31 Oct 2007.
Elfakhani, Said & M. Kabir Hassan. "Performance of Islamic Mutual Funds." Paper delivered at the 12th Annual Conference of the Economic Research Forum. 19-21 December 2005. Cairo, Egypt.
El-Gamal, Mahmoud. "The Need for Acceptable Sharia Screening of Stocks: A Case Study of Equity REITs." July 24, 2002.
Forte, G. & F. Miglietta. "Islamic mutual funds as faith-based funds in a socially responsible context." Paper presented at Bocconi University, Milan. August 2007.
Hayat, Raphie. "An Empirical Assessment of Islamic Equity Fund Returns." Thesis presented to Free University, Amsterdam. October, 2006.
Kreigher & Bauer. "Islamic Equity Funds: Challenges & Opportunities for Fund Managers." October 1, 2000.
Lightstone, John and Gregory Woods. "Using Quantitative Stock Selection to Offer Shariah Compliant Strategies Across All Equity Styles: Comparison with Conventional Benchmarks and Implications for Asset Allocation and Style Rotation." Paper presented at Islamic Finance World, Toronto, Canada. May 22–24, 2007.
Siddiqui, Rushdi. "Accountability & Transparency in the DJIM." March 17, 2002.
Islamic Home Finance
Thomas, Abdulkader., "Methods of Islamic Home Finance in the United States." January 11, 2002.
Islamic Private Equity
Al-Rifai, Tariq and Aamir Khan. "The Role of Venture Capital in Contemporary Islamic Finance." October 1, 2000.
Ameer, Chézard. "Shari'ah Compliant Private Equity Funds: What GPs need to know." Debevoise & Plimpton Private Equity Report. Fall 2006.
Moghul, Umar F. "No Pain, No Gain: The State of the Industry in Light of an American Islamic Private Equity Transaction."Chicago Journal of International Law 7:2 (Winter 2007).
Islamic Banking & Regulation
Alkassim, Faisal A. "The Profitability of Islamic and Conventional Banking in the GCC Countries: A Comparative Study." September 2005.
El-Gamal, Mahmoud. "A Basic Guide to Contemporary Islamic Banking and Finance." June 2000.
Gainor, Thomas. "A Practical Approach to Product Development." September 30, 2000.
Gainor, Thomas. "Islamic Private Banking: Now and in the Future." September 17, 1999.
"Islamic Banking: Issues in Prudential Regulations and Supervision." March 1998.
Islamic Securitization & Bonds (Sukuk)
Ahmed, El Waleed M. "Sukuk: A Shariah Advisory Perspective." A Sector Report on Islamic Finance (www.islamicfinancenews.com) Vol. 4, Issue 29 (July 2007).
Dualeh, Suleiman. "Islamic Securitization: Practical Aspects." July 8, 1998.
Gassner, Michael Saleh. "Revisiting Islamica Bonds: Are 85% of Sukuk Haram?" Part One of a two-part article. Islamica (March 2008): 22-23.
Gassner, Michael Saleh. "Revisiting Islamica Bonds: Are 85% of Sukuk Haram?" Part Two of a two-part article. Islamica (April 2008): 22-24.
Islamic Economics
El-Gamal, Mahmoud. "A Economic Explication of the Prohibition of Riba in Classical Islamic Jurisprudence." May 2, 2001.
El-Gamal, Mahmoud. "A Economic Explication of the Prohibition of Gharar in Classical Islamic Jurisprudence." May 2, 2001.
Grewal, Baljeet Kaur. "Asian Economic Outlook & Prospects for Islamic Financing." A presentation at Kuwait Finance House (Malaysia) Berhad. 14 February 2007.
Islamic Insurance (Takaful)
Fisher, Omar Clark. "Seven Misconceptions About Insurance and Takaful." August 14, 2001.
SHARIAH VIEWS
DeLorenzo, Sheikh Yusuf Talal. "The Total Returns Swap and the Shariah Conversion Technology Strategy." Paper. (Dec. 2007).
El-Gamal, Mahmoud. "Islamic Jurisprudence and Finance: Trends of the Past and Promises of the Future." July 22, 2002.
El-Gamal, Mahmoud. "Incoherence of Contract-Based Islamic Financial Jurisprudence in the Age of Financial Engineering." Paper presented to Rice University. May 2007.
Moghul, Umar F. "How to Ascertain the 'ILLAH (Effective Cause) in the Islamic Legal System." 1999.
Saadallah, Ridha. "The Concept of Time in Islamic Economics." 1994.
Taqi Usmani, Justice Muhammad. "Text of the Historic Judgment on Interest Given by the Supreme Court of Pakistan." July 30, 2000.
Talal DeLorenzo, Yusuf. "Shari'ah Supervision of Islamic Mutual Funds." October 1, 2000.
Taqi Usmani, Justice Muhammad. Writings on Islamic modes of finance. 2000:
Usmani, Muhammad Taqi. "Sukuk and Their Contemporary Applications." Paper. Usmani is President of the AAOIFI Shariah Council. (Dec. 2007).
Yaquby, Sheikh Nizam. "Sharia Views: Requirements to be Fulfilled When Conventional Banks Set Up Islamic Banks, 'Windows' or 'Islamic Funds'." August 31, 2000.
REGULATORY DOCUMENTS
"Letter on the permissibility of Ijara transactions for US banks." Office of the Comptroller of the Currency (OCC). October 17, 1997.
"Letter on the permissibility of Murabaha transactions for US banks." Office of the Comptroller of the Currency (OCC). November, 1999.
New York State Department of Taxation and Finance. "Advisory Opinion on Petition No. M010821A: HSBC Mortgage Corporation." Details a ruling on Murabaha mortgages, including on the tax treatment of real estate transfer taxes. July 26, 2002."
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