TRADE FINANCE & HALAL MAHESH JAYANARAYAN FOUNDER & CEO UMEX CAPITAL MARKETS GROUP PLC & HALAL INDUSTRIES LTD
PRESENTATION UMEX CAPITAL MARKETS GROUP THE COMPANY ISLAMIC TRADE FINANCE BACKDROP CASE STUDY FINANCING THE HALAL SECTOR OVERVIEW LIQUIDITY PROVIDERS IN TRADE FINANCE
UMEX - THE COMPANY
OUR FOCUS ETHICAL FINANCIAL SERVICES ETHICAL SHARIA DHARMIC ECUMENICAL Our focus is in Ethical and TEEA( Transparent, Ethical, Equitable and Accountable) compliant financial services. We cater to an ethical centric community of private,professional and institutional investors through our range of investment products. We are unique we have focussed ourselves in a space that no other provider has embarked upon.
OUR HALLMARK SCREENING & MONITORING One of the key hallmarks of our services is the Ethical screening ond monitoring service that we provide. In the Islamic environement we have a platform which is Fatwa awarded. Every aspect of our products and services is fully Ethical/ haria compliant and constantly monitored for accuracy. The screening criteria and methodology offered with our products and services has been has been meticulously screened by a team of Scholars from all schools of thought who form the Advisory Panel. The stock list is updated on a monthly basis using a screening process that analyses each company in a two stage process: Financial Ratio Tests: check that the company is not financing its operations using excessive debt. The guiding principles of these ratios are the avoidance of Usury/ Riba and ensuring that the company is tradable. Business Activity Screening: checks that the core activities of each company displayed on the platform are permissible activities as approved by the Fatwa granted by Sheikh Hassan. Umex Ethical/ Sharia screening been established so that it can be offered with customised ratios to allow clients to define their own screening criteria according to their own Ethical/Sharia Committee, if required.
OUR BRAND The brand name was derived from the word UMMAH meaning community of nations and the UMMAH was established in 622 AD by the Prophet, with a view of bringing communities and nations together (Muslims, Our signature and hallmark Jews and other faiths) under the Medina Constitution. It was established with similar aims to the United Nations. UMEX means Community Exchange OUR MISSION Our mission and aspiration is for UMEX to achieve global brand recognition as an Ethical and Sharia compliant service provider in financial services among ethical centric households, to include Dharmic, Islamic businesses, the Global investment community and also to those Ethical conscious communities. OUR AIM In the short while we have been in business, the brand UMEX is known among many financial circles and continues to gain traction among the global financial community and main stream press as a focused and dedicated provider of Ethical/ Sharia and Islamic financial products and services. Our aim is that within the next 12 months to garner support within the ethical minded community, cater to a sizable audience seeking high end and credible financial products and services that adhere to Ethical and Sharia standards.
CREATING LIQUIDITY IN ETHICAL /ISLAMIC FINANCE
FOUR KEY PRODUCTS & SERVICES TRADING SOLUTIONS INSTITUTIONAL UMEX TRADER - Broker - Dealer Desktop trading Platform with approximately 10,000 securities with access to company research and analysis. A perfect one stop trading solution for institutional traders and fund managers. UMEX LIQUID - this platform is an OTC trading venue for structured and illiquid securities and is targeted at institutional members only. CONNECTIVITY GATEWAYS UGx UMEX Gateway xchange an universal Ethical/Sharia compliant broker dealer connectivity hub. ONLINE SHARE DEALING SERVICES UMEX Securities is a private client white labeled share dealing service with regulated brokerage firms in strategic locations in the world e.g. UK and Mauritius. UMEX provides a Sharia screening and monitoring of stocks in this offering. Sharia etrader - a complete Sharia & Ethical e-trade online trading system covering over 10,000 securities with access to 50 plus countries. MARKET DATA, INFORMATION & RESEARCH DISTRIBUTION UMEX NEW FRONTIER RESEARCH UMEX provides securities and economic research provided by third parties to the buy-side from new market frontier regions e.g. BRIC, TIGER and new frontier regions like Africa, Central America and Subcontinent. This service is an add-on to members and clients of UMEX SECURITIES product users.
UMEX ELECTRONIC PLATFORMS RETAIL INSTITUTIONAL
KEY PARTNERS Technology Partners The company has teamed up with some of the most powerful technology providers ULLINK and INFRONT to provide a high-end system architecture and supported by tire 1 data centres Sharia Screening Partner
OUR TARGET AUDIENCE BROKER DEALERS FUND MANAGERS STOCK BROKERS PRIVATE CLIENTS UNITED KINGDOM PRIVATE CLIENTS WORLDWIDE SELL SIDE BROKER DEALERS BROKER DEALERS BANKS FUND MANAGERS EU PENSION FUNDS RETAIL - INSTITUTIONS
ISLAMIC TRADE FINANCE BACKDROP
ISLAMIC TRADE FINANCE THE MARKET MATURE MARKET IN DEVELOPING COUNTRIES IMMATURE MARKET IN G20
ISLAMIC TRADE FINANCE THE MARKET MULTI TRILLION $ MARKET OPPORTUNITY COMMODITY TRADE FINANCE IMPORT & EXPORT FINANCE RECEIVABLE FINANCE VAT RECEIVABLE FUNDING IMPORT DUTY FUNDING
A LOOMING LIQUIDITY CRISIS? TRADITIONAL BANK FUNDING FOR TRADE FINANCE IN UK AND EU HAS DRIED UP FOR THE SME FUNDING IS LEFT TO AND WITH INDEPENDENT TRADE FINANCE COMPANIES EXORBITANT CHARGES
CREATING LIQUIDITY TRADITIONAL BANKS SPECIALISE TRADE FINANCE BOUTIQUES OF INVESTMENT BANKS INDEPENDENT TRADE FINANCE HOUSES
THE NEED FOR ALTERNATIVE FINANCING TRADE FINANCE FUNDS COMMERCIAL PAPER STRUCTURED PRODUCTS
THE UNTAPPED OPPORTUNITY HALAL SECTOR
HALAL Halal industry, a rapidly expanding business now reaching 1.6 billion consumers worldwide and worth an estimated US$2.1 trillion. The current Halal foods market has some estimates as high as $560 billion. Conversely these estimates are lessened by the fact that a significant portion of the halal market is composed of meats produced and consumed domestically. The Halal market has become the latest buzz and untapped market in the international marketplace.
HALAL - NEW MARKET FORCE The interest and demand for Halal-certified products and services continues to increase across global markets, making Halal not just a religious obligation, but also a powerful market force. With a consumer base of 1.6 billion Muslims world-wide, and with its strong crossover potential becoming apparent, Halal is emerging as the standard of choice for consumers and manufacturers in many parts of the world. With per capita expenditure on food and beverages consistently on the rise, especially throughout the Muslim world, the estimated market value for Halal products has reached to several hundred billion USD annually. With the recent interest in Halal healthcare, including personal hygiene and cosmetic products, the overall Halal market value is expected to rise even further.
HALAL MARKET SEGMENT HALAL ENTERPRISES HALAL AGRO INDUSTRY HALAL FOOD INGREDIENTS HALAL FOOD PRODUCTS HALAL LEATHER PRODUCTS FAAB HALAL LIFETSTYLE & COLLECTIONS HALAL COSMETICS AND BEAUTY CARE HALAL PHARMACEUTICALS HALAL PET AND ANIMAL FEED
SCARCITY OF SHARIA TRADE FINANCE THERE IS A URGENT NEED FOR SHARIA COMPLIANT TRADE FINANCE PRODUCT CREATION
LEADING THE WAY EASE OF ACCESS Market knowledge to market practioniers Less complex products and structures Creating more product wraps around the complex TRADE structures Less restrictive practises
THANK YOU MAHESH JAYANARAYAN Email mahesh.jayanarayan@umexcmg.com