What we offer institutional clients
- The 28-page institutional white paper. Methodology, asset coverage, performance and risk analysis, operational framework, implementation models, and IC-ready recommendations.
- Quarterly research briefs. 6–12 pages each, covering market structure, sector shifts, methodology updates, and risk commentary.
- Compliance audits. Independent review of an existing portfolio against AAOIFI and provider standards. Deliverable is an audit report and a remediation plan.
- Methodology consulting. Custom screening criteria, benchmark selection, IPS extension drafting.
- Implementation frameworks. SMA structuring, ETF selection, sukuk allocation, purification workflow design.
- Multi-seat course licensing. 5–500 seat tiers. White-label option available.
Engagement structure
Most relationships begin with a single document — the institutional white paper or a quarterly brief — and progress over time. We do not hard-sell. We do not call. We do not run nurture sequences. The work speaks for itself; clients return when they are ready.
Engagement fees are project-based. Typical projects: $25,000 (single audit), $45,000 (quarterly retainer for one fiscal year), $75,000–$150,000 (custom mandate structuring).
Who we work with
- Family offices (typically $50M–$2B AUM, GCC and global)
- RIAs adding a Sharia-compliant sleeve to an existing book
- Investment committees of foundations, endowments, and small institutional funds
- Islamic banks adding capital markets education to staff training
- University programs incorporating Halal investing into their curriculum
