Customers | Employees | Suppliers | Communities | Investors | ESG

Invest with Purpose

Concinnity (n.): A skillfull blending of the parts achieving elegant harmony

Who We Are

Our thesis is simple.  Companies committed to a Multi-stakeholder Operating System (MsOS) are more likely to thrive in today's marketplace realities.

 

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"Treat employees like they make a difference, and they will."

 - Jim Goodnight, CEO of SAS Institute Inc.

Our Investment Theme

The premise that a multi-stakeholder operating system (MsOS) is good for companies, good for capitalism and good for investors is not new. A steady and increasing body of work by researchers, corporate authors, academic authors and management consultants has presented compelling arguments for why companies should adopt a multi-stakeholder operating system. But most notably, societal and marketplace expectations about the companies we buy from, work for, invest in and that operate in our communities, are making the adoption of a multi-stakeholder mindset less of an option.

The thesis underpinning investment products based on our research is that a multi-stakeholder operating system is well aligned with today’s marketplace realities and companies truly committed to it are more likely to thrive.

Our Indices

Multi-stakeholder Operating Companies Index

o Companies following the Multi-stakeholder Operating System (MsOS)

 

o Equally weighted index

 

o Consists of Large Cap US companies

ELLE

Gender Diversity

(Women in Leadership) Index

o Companies following the Multi-stakeholder Operating System (MsOS)

 

o Women in leadership positions

 

o Equally weighted index

 

o Consists of Large Cap US companies

Conscious Companies Index

o Companies following the Multi-stakeholder Operating System (MsOS)

 

o 3 years on CONC index

 

o Equally weighted index

 

o Consists of Large Cap US companies

Conscious Founders Index

o Companies following the Multi-stakeholder Operating System (MsOS)

 

o Founder of company is still CEO

 

o Equally weighted index

 

o Consists of Large Cap US companies