Инвестирование в Исламский индекс: принципы, стратегия, формирование инвестиционного портфеля

Финансы, деньги, инвестиции (Россия). 2025. № 2. С. 27–36.

Soldatova A.

The article is devoted to the study of the features and advantages of investing in an Islamic index. The principles of Islamic finance, the distinctive features of Islamic indices and the methods of their calculation are considered. An analysis of the industry structure of the global Islamic index was conducted. The stages of forming an investment portfolio that complies with the norms of Islam are described, including the selection of companies, assessment of their financial stability and monitoring of positions. Particular attention is paid to the concept of an «all-weather» portfolio, which allows reducing risks and ensuring the stability of investments in any economic conditions. The importance of observing Shariah norms when forming an investment portfolio and the need for regular monitoring of compliance with these norms by companies included in the portfolio are emphasized.

 

 

Keywords: инвестиции, волатильность, investment, доходность, инвестиционный портфель, volatility, акции стоимости, экосистема, исламские финансы, return, islamic finance, ESG, ESG, investment portfolio, Акции дохода и акции роста, Screenings, islamic indices, «All-Weather» Portfolio, MOEXBMI, MXSHAR, MXSHARTR, Value Stocks, Growth Stocks, Defensive Stocks, Cyclical Stocks, Counter-Cyclical Stocks, Ecosystem, Passive Investing, исламские индексы, "всепогодный" портфель, MOEXBMI, MXSHAR, MXSHARTR, защитные акции, циклические акции, контрциклические акции, скриниг, пассивное инвестиование