Saturna Capital’s Scott Klimo highlights active, Islamic-Compliant Global ETF strategy Podcast By cover art

Saturna Capital’s Scott Klimo highlights active, Islamic-Compliant Global ETF strategy

Saturna Capital’s Scott Klimo highlights active, Islamic-Compliant Global ETF strategy

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 Saturna Capital Chief Investment Officer Scott Klimo joined Steve Darling from Proactive to discuss the firm's distinctive approach to Islamic investing through its European-listed Saturna Al-Kawthar Global Focused Equity UCITS ETF. Saturna Capital is the largest manager of Islamic-compliant assets in North America, managing approximately $8 billion and bringing over 36 years of experience to the space. Klimo highlighted that the ETF is actively managed, setting it apart from most Islamic investment vehicles, which are typically index-based. Each month, the firm screens roughly 5,000 global stocks, of which around 2,400 meet its Islamic compliance criteria. The screening process includes: • Qualitative filters, excluding industries such as alcohol, tobacco, gambling, and conventional finance. • Quantitative rules, notably a cap on debt levels to ensure financial compliance with Islamic principles. Rather than seeing this narrower universe as restrictive, Klimo views it as a strength. “We’re actually creating a pool of stocks that are predisposed to outperform,” he said, suggesting that compliant companies tend to be financially healthier and better positioned for downside protection. The ETF follows a global allocation strategy, with about 40% of holdings outside the U.S., focused on markets like Europe and Japan, where Klimo sees more attractive valuations. This approach allows investors to gain exposure to global equities while adhering to Islamic principles, backed by active management and disciplined screening. #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews #SaturnaCapital #ScottKlimo #IslamicInvesting #GlobalEquityETF #InvestmentStrategy #FinancialMarkets #IslamicFinance #AssetManagement #EthicalInvesting #MarketInsights #IslamicCompliantAssets #ETFInvesting #InvestmentPortfolio #EconomicOutlook #StockMarket #TechnologyStocks #HealthcareInvesting #IndustrialsSector #ConsumerStaples #ConsumerDiscretionary #InterestRates #MarketConditions #EconomicTrends #WealthManagement #AssetAllocation #InvestorInsights
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