Methodology / AAOIFI

AAOIFI Shari'ah Standard No. 21

Primary

AAOIFI — as Akinda applies it. The standard Akinda's own verdict follows. Every status, rating and ratio elsewhere on Akinda is this one.

1

Who writes it

Owner of the standard

AAOIFI writes and maintains this methodology.

Akinda is not affiliated with them and does not use their screening data. What Akinda applies is their published financial ratios, recomputed on Akinda's own extracted filings.

2

The screens

Screening rules

Every ratio below is measured against 12-quarter average market cap. The comparator matters: this methodology's own wording is reproduced exactly, so a < is not silently read as a .

Non-compliant income

Rule

prohibited income (interest + prohibited) > 5% → NOT HALAL; impure income (including half-weighted doubtful) > 5% → DOUBTFUL

Variables: interest income + revenue from prohibited segments. Doubtful revenue is counted at half weight, which is what separates a DOUBTFUL verdict from a NOT HALAL one.

Field on the API: non_compliant_revenue_perc

Debt

Rule

(short-term + long-term debt) ÷ 12-quarter average market cap — fails at ≥ 30%

Variables: short-term debt + long-term debt + capital lease obligations. Operating liabilities (e.g. payables) are excluded when they do not bear interest.

Field on the API: debt_ratio_perc

Cash / liquidity

Rule

(cash + short-term investments) ÷ 12-quarter average market cap — fails at ≥ 30%

Variables: cash & cash equivalents + short-term investments (interest-bearing cash equivalents, money-market holdings, short-term marketable securities). Receivables can optionally be included as a stricter mode — disabled by default to match AAOIFI Standard 21.

Field on the API: liquidity_ratio_perc

3

Business activity

What this methodology excludes

The base list: conventional banks and regional banks, mortgage lenders, asset managers, stock and securities exchanges, derivatives dealers and clearing houses, insurance and life insurance, healthcare plans, tobacco, alcohol (brewers, distillers, vintners), gambling and casinos, and pork / non-halal meat.

Preferred shares and fixed-income instruments are excluded by instrument, whatever the company does.

4

Outcome

Verdict and review cadence

Verdict

HALAL / DOUBTFUL / NOT HALAL

Field on the API: halal_status

Re-screened

On every new audited statement — Akinda re-screens nightly

5

Scope

What this screen covers

Akinda computes the ratios above, nightly, on its own extracted filings. Three boundaries are worth stating plainly:

  • Index buffers and grace periods are not applied. This methodology publishes none.
  • The business classification is Akinda's own, built from company filings — not the provider's dataset.
  • Index membership, index weights and purification amounts are the index owner's to publish, not Akinda's.
6

Detail

Worth knowing

No averaging window is written into the standard. Akinda uses a 12-quarter average market cap, and says so rather than leaving it implied.

The doubtful category and its half-weighting are an Akinda convention that follows AAOIFI. The four index methodologies have no doubtful state — their result is pass or fail.

What this page is, and is not

Akinda applies each methodology's published financial ratios. The business-activity classification is Akinda's own, built from company filings. It is not the index provider's own screening data. Akinda is not affiliated with, endorsed by, or licensed by AAOIFI, S&P Dow Jones Indices, FTSE Russell, MSCI or Yasaar.

These are raw-ratio verdicts, computed as if the stock were screened today. Index buffers and grace periods are not applied. A verdict here can therefore differ from a company's actual membership of an index.

AAOIFI is Akinda's primary methodology. The status, rating and ratios shown everywhere else on Akinda are AAOIFI.

The other four methodologies

Every screen Akinda runs, side by side, with the AAOIFI verdict the rest of the product publishes.