Electronic Journal of Applied Statistical Analysis: Decision Support Systems and Services Evaluation
EJASA:DSS (2012). Vol 3, Issue 1, 59 – 74
e-ISSN 2037-3627, DOI 10.1285/i2037-3627v3n1p1
© 2012 Università del Salento, SIBA http://siba-ese.unile.it/index.php/ejasa_dss
59
HEDGING INSTRUMENTS IN CONVENTIONAL
AND ISLAMIC FINANCE
Muslima Zahan
*
, Ron S. Kenett
Department of Applied Mathematics and Statistics, University of Turin, Italy
Received 30 January 2010; Accepted 08 September 2011
Available online 17 December 2011
Abstract: The paper presents instruments of hedging and risk management
applied in both conventional and Islamic banking market places. We compare the
framework, models and instruments of financing in these two banking
environments and explore the speculative behavior of Islamic Banking. In this
research, we refer to information from different papers, proceedings and websites
to identify characteristic aspects of these two banking systems and the related risk
mitigation (hedging) instruments. We show that hedging for risk management in
these two banking systems are actually quite similar, although the concept,
framework, goals and objectives, as well as risks, are different in their respective
business activities. Further investigation is needed to identify why Islamic banks
replicate the conventional banking hedging instruments and how the Islamic
hedging instruments are effectively based on double rules and regulations such as
Sharia and Local Government, as well as four-fold tax obligations (Zakat and
Government Tax).
Keywords: Basel III, risk management, hedging, conventional banking, Islamic
banking and finance, swap.
1. Introduction
A hedge is a position established in one market usually in the context of one’s commercial
activity, in an attempt to offset exposure to the price risk of an equal but opposite obligation or
position in another market. Banks and other financial institutions use hedging to control their
asset-liability mismatches so that the maturity matches between long, fixed-rate loans and short-
term (implicitly variable-rate) deposits. Investors and intermediaries purchase different types of
*
muslima.zahan@gmail.com